Tax Document Gathering for Accounts Payable Managers with Bill.com
The Problem
Chasing AP Operations clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in Bill.com
AI monitors Bill.com and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running Bill.com — uses the native API or agent integration so nothing leaves the system of record.
Bill.com Integration Approach
Audit your Bill.com configuration
We map the specific Bill.com objects, custom fields, and workflows the automation needs to touch for your ap operations practice.
Build on the Bill.com API or agent
Integration happens inside Bill.com — 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 Bill.com with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bill.com instance
30-minute call. We'll look at your actual Bill.com setup and show exactly how this workflow fits.