Financial Due Diligence Prep for Accounts Payable Managers with Stampli
The Problem
Quality-of-earnings work for AP Operations targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in Stampli
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Stampli — uses the native API or agent integration so nothing leaves the system of record.
Stampli Integration Approach
Audit your Stampli configuration
We map the specific Stampli objects, custom fields, and workflows the automation needs to touch for your ap operations practice.
Build on the Stampli API or agent
Integration happens inside Stampli — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Stampli with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Stampli instance
30-minute call. We'll look at your actual Stampli setup and show exactly how this workflow fits.