CFO Workbench

The complete accounts payable workflow, automated.

AP Process Platform is an AI-driven accounts payable automation system designed for accounting firms and CFO service providers. Replace manual invoice entry, vendor coding, and exception handling with an end-to-end managed process — without your clients ever logging into another system.

How it works

Your client emails an invoice to a single inbox. The platform extracts vendor, amount, GST, and line items using Azure Document Intelligence. AI assigns the correct account code from vendor history. A confidence score routes each invoice to one of four work queues:

• Auto-processed (60-70%) — High confidence invoices posted directly to Xero
• Needs review (20-25%) — Single email with three options. Client replies "1", "2", or "3"
• Waiting on other (5-10%) — Missing receipts and POs auto-chased with reminders
• Blocked (1-3%) — Duplicates and anomalies stop payment until resolved

Average invoice goes from email to reconciled in Xero in under 24 hours. Manual processing typically takes 2-4 weeks.

Built for accounting firms

Cross-client dashboard shows every client engagement in one view — unreconciled accounts flagged, exceptions visible, auto-prepared client emails ready for CFO review. CFOs serve more clients without adding bookkeeper headcount. No offshore teams to manage. Onshore data control. Process consistency across the whole client book.

Key capabilities

• End-to-end AP automation from invoice receipt to bank reconciliation
• Azure AI-powered document extraction and account coding
• Confidence-based routing to four work queues
• Auto-chasing for missing receipts, POs, and approvals
• Duplicate and anomaly detection blocks suspect payments
• Native Xero integration for bills, payments, and bank feed reconciliation
• Cross-client dashboard for accounting firm CFOs
• Multi-tenant architecture — single platform, isolated client data
• Microsoft 365 / SharePoint deployment for firm-side dashboard

Who this is for

Accounting firms delivering bookkeeping and CFO services. Particularly suited to firms managing 10-50 client engagements with CFO-level service expectations. Each new client adds revenue without adding headcount.

Get started

Click "Contact Me" to discuss your requirements. We will respond within one business day to scope a deployment for your firm.