Automated Finance Operations
Microsoft native. Xero integrated. No SaaS dependency.
Automated Finance Operations
Manage AP across all your client files from one dashboard. AI reads every invoice, posts to Xero automatically and surfaces exceptions – without logging into a single Xero account.
Multi-file Management
Manage AP across all client files from a single dashboard – no Xero login per client.
AI Invoice Processing
100% accurate line extraction, every time, in any document format.
Cross-client Analytics
Real-time visibility and reporting across your entire book.
Approval Workflow
Human-in-the-loop approvals built in – flag and resolve exceptions fast.
White-label Delivery
Branded for your firm if needed.
Microsoft Native
Works inside your existing Microsoft environment. No new SaaS tools to manage.
How It Works
Step 1 – Invoice Arrives
Documents received via mailbox automation, direct upload or invoice feeds – in any format.
Step 2 – AI Reads and Matches
AI extracts key data, matches it intelligently and flags exceptions for human review when needed.
Step 3 – Posted to Xero
Validated data posted directly into Xero across all your client files – no manual entry, no missed invoices.
Simple, transparent pricing
Ready to cut your AP processing time?
See how the AP Process Platform works for firms just like yours.
Get Started Today
Book a demo, speak to our team and start automating your Microsoft processes.