What gets automated
- Capturing invoices from email and PDFs
- Extracting vendor, dates, totals and line items
- Coding lines to accounts, projects and departments
- Flagging duplicates and mismatches
- Sending the bill to your accounting system
Where people still matter
Approvals, unusual vendors and anything the system is not confident about. The goal is to spend human attention on the exceptions, not on retyping invoices.
What to ask before you buy
- Which accounting systems does it connect to today, not on a roadmap?
- Can you see why it coded a line a certain way?
- Does anything post without a person approving it?
- How are duplicates and extraction errors handled?
- What does onboarding involve, and how long does it take?
Frequently asked questions
Does AP automation replace the AP team?
No. It removes data entry and chasing so the team can review exceptions, manage vendors and close faster.
How long does it take to roll out?
It depends on your accounting system and coding rules. A guided onboarding with a test bill checked line by line is a good standard to hold any vendor to.