Accounts payable · weekly
Invoices coded to job cost, posted without retyping.
Read, matched to the purchase order, coded to the right phase and posted into your ERP. Exceptions come to a person with the reason attached.
What it replaces
The invoice arrives as a PDF. Someone opens the job, finds the purchase order, works out the cost code, types it into the ERP and hopes the phase is right. Miscoded costs do not show up until the job margin does.
What it does
- Extracts line items, totals, tax and terms from the invoice.
- Matches against the purchase order or subcontract.
- Codes to job, phase and cost code using your own history.
- Posts into NetSuite, Dynamics 365, QuickBooks, Sage or Xero.
- Holds anything that does not reconcile, with the mismatch shown.
- Reports coding accuracy and exceptions monthly.
How it runs
Send five invoices
We post them into a sandbox and you compare against what your team would have done.
Shadow
Two weeks of parallel posting, measured line by line.
Autopilot
Invoices post as they arrive. Your team handles the exceptions and approves payment.
$22,000 build, then $2,000–$3,000 a month. The agent drafts, your officer signs, the retainer keeps it accurate.
Questions
Does it release payment?
No. It posts and codes. Payment approval stays with your team, always.
Which ERPs do you support?
NetSuite, Dynamics 365, QuickBooks, Sage and Xero. If you run something else, we will tell you honestly whether it is a fit before you commit.
What about invoices without a purchase order?
Those route to an exception queue by default. You decide which vendors can post without a match.
Other documents we handle
Certified payroll
We take the payroll export you already produce, map every worker to the right wage classification, reconcile t...
Read moreCertificates of insurance
Every vendor, every expiry, every additional-insured clause. We read the certificate, check it against the req...
Read moreOrder entry & W-9s
Vendor and customer documents read, verified against the legal entity and entered the first time. No retyping,...
Read moreMWBE reporting
Participation tracked against the contract goals, assembled into the report the agency expects, with the evide...
Read moreSend one document. Get it back in 48 hours.
Free, no card. If it is wrong, you have lost nothing but the upload.
Start free