Propelling Growth Through Workflow Automation

Empowering accounting firms of all sizes servicing hospitality and retail businesses. Automate AP processes, manage inventories seamlessly, and eliminate manual data entry.

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Automation Software Tailored For Accounting Firms

Accounts Payable Automation

Automate your client invoice processes for goods, services, and wholesale alcohol purchases while leveraging an intelligent portal to protect margins.

  • Schedule check or secure ACH payments
  • Autopay dynamically based on vendor due-dates
  • 15-month secure cloud storage in our Invoice "Vault"
  • Expected Cost Analysis module to flag line-item variance

Scan-Based Trading & Consignment

Eliminate standard inventory carrying costs and shrink by transforming traditional physical inventory workflows into data-driven digital operations.

  • Clients only pay for items after point-of-sale verification
  • Item-level visibility prevents out-of-stock shelf errors
  • Mitigate upfront inventory capital blockages
  • Synchronized POS data for real-time SKU metrics

Seamless Back-Office Integrations

Ditch the 10-minute manual data entry cycles per invoice. We maps clean data to fit seamlessly into any back-office ledger system.

  • Automated GL (General Ledger) coding configurations
  • Precise line-item mapping with uniform product naming
  • Consistent tracking across multiple storefronts
  • Audit-ready platform for long-term firm scaling

Three Flexible Ways We Ingest Invoice Data

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Direct Integration

Data streams directly from vendors, suppliers, and distributors securely into our cloud system.

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Invoice Builder

Vendors easily generate, structure, and manually upload digital invoices natively within the portal.

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Scan & Upload

Simply scan a traditional paper invoice. Our trained AI automatically cleans and ingests the metrics.

Help Clients Scale Without Added Back-Office Strain

By centralizing invoice records and processing digital cross-vendor payments through a standardized system, your accounting firm can comfortably manage one client or one thousand using a centralized master account framework.

Simplify Governance & Compliance

Pinpoint areas of opportunity to improve purchasing habits, evaluate cost deviations across restricted items, and track store-level adherence.

Proactive Discrepancy Spotting

Identify variance issues faster through automated purchase-order matching before period-ends are officially locked down.

Reduce Data-Entry Bottlenecks

Our automation eliminates delays, lowering overall human data-entry requirements by up to 10 minutes per standard business invoice.