AP Automation
Automate accounts payable from invoice capture to approval. Guides on reducing manual data entry, three-way matching, reconciliation, and AP workflow control.
18 articles
AP Automation Articles
Invoice GL Coding: A Complete Guide to Accurate Account Assignment
Master invoice GL coding from data extraction to account assignment. Covers common errors, automation options, and strategies by chart of accounts complexity.
Automated Bookkeeping: The Missing First Step Most Guides Skip
Learn how to automate bookkeeping from document extraction to reporting. Covers the 5-layer automation stack, maturity model, task-by-task guide, and ROI data.
Pre-Accounting: What It Is and How to Automate It
Learn what pre-accounting is, how the collect-extract-prepare workflow operates, and how automation transforms each stage. Includes a practical checklist.
Cost to Process an Invoice: Breakdown and Reduction Guide
What it costs to process an invoice, broken into six components. Includes benchmarks, a calculation framework, and three paths to reducing your cost per invoice.
Invoice Matching: 2-Way, 3-Way, and 4-Way Explained
Invoice matching explained: 2-way, 3-way, and 4-way types compared with practical examples, tolerance thresholds, common failures, and data quality guidance.
Invoice Processing Time: Benchmarks, Speed, and Capacity
Invoice processing benchmarks by method and complexity tier, with cycle time vs touch time analysis and a capacity planning framework for AP teams.
Invoice Reconciliation: What It Is and How to Do It Right
Learn the invoice reconciliation process: three-way matching, root-cause discrepancy framework, and why upstream data quality determines reconciliation success.
Invoice Validation: Process, Checklist, and Best Practices
Learn the invoice validation process from data capture to payment approval. Includes fraud detection methods, type-specific rules, and a priority checklist.
Paperless Invoice Processing: A Practical Guide
Go paperless with invoices using a three-tier model: digitize, extract, automate. Implementation by org size, ROI framework, and pitfalls to avoid.
Invoice Approval Workflow: Data Capture Is the Missing First Step
Build an invoice approval workflow that works. Learn why data capture is the missing first step that determines whether approval automation succeeds or fails.
Invoice Processing for Accountants: Multi-Client Automation Guide
Guide to automating invoice processing across client portfolios. Covers multi-client workflows, GL coding, tax season scaling, and compliance-ready output.
Invoice Processing Accuracy: Measure, Benchmark, Improve
Calculate your invoice accuracy rate, compare it to APQC benchmarks, classify errors by root cause, and follow a phased improvement roadmap.
What Is Manual Invoice Capture? Costs, Challenges, and Why You Should Automate
Manual invoice capture means typing invoice data into spreadsheets by hand — a slow, error-prone process. Learn the true costs and how to automate it.
Invoice Forms Data Entry: Outsource or Automate?
Should you outsource invoice forms data entry or automate it? Compare costs, speed, accuracy, and security to choose the right approach for your business.
5 Common Invoice Processing Challenges (and How to Overcome Them)
The 5 most common invoice processing challenges — data entry errors, approval delays, high costs, poor visibility, and OCR failures — plus practical solutions to fix each one.
AI for Accounts Payable: How Small Businesses Automate AP
AI tools automate invoice data entry, approvals, and payments for small businesses — saving time, preventing errors, and cutting AP costs without big-company resources.
Multi-Language Invoice Processing: AI for Global AP
AI-powered invoice extraction handles multi-language and multi-currency invoices automatically — helping global AP teams eliminate errors and standardize data.
Invoice Processing Automation 101: How to Automate Your AP Workflow
Learn how to automate invoice processing end-to-end: key stages, OCR vs. AI technologies, implementation paths, and the ROI you can expect from AP automation.