Solutions/Finance & Admin

Finance & Admin

AP Automation

Process every invoice. Pay every vendor. Miss nothing.

Accounts payable is a high-volume, error-prone operational function. AP Automation handles every invoice from receipt to payment — reducing processing time, improving accuracy, and capturing early payment discounts.

The Problem

Why this matters

AP teams process hundreds or thousands of invoices per month with manual data entry, error-prone coding, inconsistent approval routing, and missed early payment discounts. It's one of the highest-ROI automation targets in any business.

Capabilities

What AP Automation handles

Multi-channel invoice receipt (email, EDI, portal, PDF)

OCR data extraction and validation

GL account coding automation

Three-way PO/receipt matching

Approval workflow routing

Duplicate invoice detection

Early payment discount capture

Vendor payment scheduling and EFT

In Practice

How companies use it

01

Touchless Invoice Processing

Invoices matching known vendors, POs, and GL patterns process straight through without human touch — typically 70-85% of invoice volume.

02

Exception Management

Invoices with mismatches, coding questions, or policy exceptions are flagged with context and routed to the right approver — never lost in email inboxes.

03

Vendor Portal Management

Vendor onboarding, banking information, W-9 collection, and payment communications managed automatically through a configurable vendor portal.

04

AP Analytics

Invoice volume, processing time, exception rates, early payment discount capture, and vendor payment history reported automatically for AP management and auditors.

Outcomes

AP Automation outcomes

Real results from Operating AI™ deployments across middle market companies.

85%

Touchless processing rate

5min

Average invoice processing time

99.5%

GL coding accuracy

100%

Early payment discounts captured

Integrations

Integrates with your stack

Operating AI™ connects natively with the systems your business already uses.

NetSuite
SAP
QuickBooks
Sage
Coupa
Ariba
Bill.com
Tipalti
Stampli
AvidXchange

Implementation

From conversation to deployed solution

Week 1–2

AI Readiness Assessment

Map your systems, data sources, and workflow requirements.

Week 3–4

Solution Architecture

Design the agent workflows, integrations, and governance framework.

Week 5–8

Build & Configure

Develop agents, connect integrations, and configure approval workflows.

Week 9–10

Test & Refine

Validate performance, tune responses, and train your team.

Week 11–12

Deploy & Adopt

Phased rollout with change management and user training.

Ongoing

Monitor & Optimize

Continuous performance monitoring, improvement, and expansion.

FAQ

Frequently asked questions

We process invoices in any format — PDF, Word, email body text, EDI, and vendor portal formats. OCR and extraction models are trained on your specific vendor formats.

Get started

Ready to implement AP Automation?

Talk to an Operating AI™ specialist about your business requirements.