Our Client Portfolio

Trusted by Growing Businesses

Reliable CPA-Led AP & AR Automation for Leadership Teams

Expertise Accelerated is a CPA-led accounting firm providing Payroll Services, including AP & AR Automation Consulting for businesses that need efficient, accurate financial operations. Our automation team has supported more than 50 businesses across multiple industries, from early-stage startups digitizing their first invoice workflows to established companies automating high-volume payables and receivables across multiple entities.

Our AP & AR automation consulting works as a core component of our Payroll Services and accounting infrastructure, helping finance teams reduce manual work and strengthen financial process controls.

Whether you are a founder building financial infrastructure, a CFO strengthening process controls, or a Controller needing experienced project support, we serve as your trusted accounting partner.

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US CPA Management Team
U.S. CPA-led teams delivering accurate, compliant, and reliable financial oversight.

Up to 60% Payroll Savings
Cut manual processing costs and overhead through intelligent workflow automation.

U.S. Eastern Time Availability
Our systems experts work U.S. Eastern Time, fully aligned with you.

Automation Platform Experts
Proven expertise across Bill.com, Tipalti, AvidXchange, NetSuite, and QuickBooks.

Challenges

Common AP & AR Bottlenecks in Growing Businesses

Many growing businesses reach a point where manual financial workflows create costly friction rather than operational control.

If any of the following apply, it may be time to evaluate your AP and AR automation readiness.

reporting delays

Excessive Manual Data Entry

Invoices and customer remittances are keyed manually, causing repetitive errors and severe cycle delays.

financial reconciliation

Slow Invoice Approvals

Payment authorizations get stuck in email threads or physical desks without clear escalation paths.

Inventory discrepancies

Disconnected Accounting Tools

Standalone billing and payables apps fail to sync cleanly with the general ledger, requiring double entry.

Weak audit trails

Delayed Cash Application

Customer payments lack automated matching against open invoices, leaving cash balances unapplied.

Outgrown bookkeeping

Duplicate Payment Exposure

Without automated duplicate detection and 3-way matching, duplicate or fraudulent payments slip through.

Limited financial visibility 1

Limited Real-Time Visibility

Leadership lacks consolidated, real-time dashboards for outstanding liabilities and incoming cash.

Our team can audit your current payables and receivables workflows to design a scalable automation roadmap.

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Services

AP & AR Automation Consulting Delivered by a CPA-Led Team

Expertise Accelerated delivers full-lifecycle automation consulting for growing businesses at every stage of development. Below is an overview of the core services included in our automation engagements.

Accounts Payable Automation

  • AI-powered optical character recognition (OCR) invoice capture.
  • Automated two-way and three-way purchase order matching.
  • Custom multi-tier approval routing and exception handling.
  • Automated domestic and international payment scheduling.

Accounts Receivable Automation

  • Automated customer invoice generation, dispatch, and tracking.
  • Online customer payment portal and auto-pay enrollment setup.
  • Automated dunning reminders and collections escalation paths.
  • Real-time dispute tagging and credit memo routing workflows.

Automated Cash Application

  • Intelligent remittance advice parsing from emails and portals.
  • Automated lockbox and bank feed transaction matching.
  • Instant payment posting and subledger reconciliation.
  • Automated deduction, short-pay, and dispute identification.

ERP & Tool Integration

  • Platform selection (Bill.com, Tipalti, AvidXchange, Stampli).
  • Seamless bidirectional integration with your core accounting ERP.
  • Custom rule mapping to maintain accurate chart of accounts coding.
  • User training, SOP documentation, and go-live stabilization.

Our AP & AR Automation Process

Every Expertise Accelerated automation engagement follows a structured, repeatable process
designed to eliminate manual bottlenecks, integrate systems, and achieve reliable financial operations on a defined schedule.

Workflow Diagnostic

Assess current payables and receivables workflows to identify manual bottlenecks and automation readiness.

Platform Selection & Design

Select the optimal automation software and design integration architecture with your existing ERP.

Rules & Workflow Build

Configure approval hierarchies, matching thresholds, OCR fields, and automated dunning sequences.

Integration & Testing

Integrate platforms with accounting systems and execute rigorous end-to-end transaction test runs.

Deployment & Training

Deploy the automated solution, onboard vendors and clients, and train internal finance personnel.

Ongoing Optimization

Monitor capture accuracy, track exceptions, and refine workflows as your transaction volume scales.

Why AP & AR Automation Matters

Better decisions

Lower processing costs

  • Eliminate manual paper handling and reduce labor-intensive entry.
  • Capture vendor early-payment discounts consistently.
  • Reduce total transaction processing costs by up to 60%.
Financial visibility

Faster cycle times

  • Accelerate customer invoicing and compress collections cycles.
  • Reduce invoice approval turnaround from weeks to hours.
  • Significantly lower Days Sales Outstanding (DSO).
Reduced risk

Strengthened controls

  • Enforce automated two-way and three-way purchase matching.
  • Prevent duplicate, fraudulent, or unauthorized disbursements.
  • Maintain clear, tamper-proof digital audit trails for compliance.
Stakeholder confidence

Real-time cash visibility

  • Gain instant visibility into pending liabilities and receivables.
  • Forecast cash flow accurately with automated ledger syncing.
  • Support data-driven treasury and working capital decisions.

Ready to Modernize Your Payables and Receivables?

Schedule a consultation with our CPA-led automation team to eliminate manual entry, streamline approvals, and optimize cash flow.

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Specialized Knowledge

Industry Specific Accounting Services

Our AP and AR automation consulting services are specialized according to your industry.

Retail and Wholesale

Automated high-volume supplier bill matching, multi-location PO approvals, and electronic customer payment processing.

Consumer Packaged Goods (CPG)

Automated trade deduction workflows, distributor short-pay reconciliation, and centralized vendor billing automation.

Manufacturing

Three-way PO and receiving matching for raw material suppliers, job-costed billing, and progress payment automation.

E-Commerce

Automated reconciliation between online payment gateways, marketplace settlements, and vendor dropship invoicing.

Restaurant and Food Service

Digital food and supply invoice capture, POS sales reconciliation, and centralized multi-unit vendor payments.

Real Estate

Automated tenant rent billing, digital lease payment collections, and contractor invoice approval workflows.

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Accounting Software and ERP Experience

We work across the major accounting and ERP platforms used by growing and mid-market businesses, delivering consistent professional standards within your existing technology environment.

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Why Businesses Choose Us

Here is what makes Expertise Accelerated stand out for AP & AR automation consulting.

CPA-Led Expertise

CPA-led automation consulting backed by deep accounting knowledge and financial process controls.

Industry Experience

Automation expertise across CPG, manufacturing, retail, e-commerce, services, and real estate.

Startup to Enterprise Support

Scalable automation solutions for businesses from fast-growing startups to multi-entity enterprises.

Platform-Agnostic Guidance

Unbiased software recommendations tailored strictly to your transaction volume, systems, and budget.

Process-Driven Methodology

Standardized workflow mapping, testing, and training protocols that guarantee seamless user adoption.

Dedicated Team Support

A dedicated implementation team ensuring continuous, dependable financial automation support.

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FREQUENTLY ASKED QUESTIONS

AP & AR automation consulting is the process of evaluating, selecting, configuring, and integrating digital tools to automate accounts payable and accounts receivable workflows—eliminating manual entry, accelerating approvals, and improving cash visibility.

We work with leading platforms including Bill.com, Tipalti, AvidXchange, Stampli, Airbase, Stripe, Chargebee, and native ERP modules across NetSuite, QuickBooks Online, Sage, and SAP.

Most automation consulting engagements begin within one to two weeks of the initial diagnostic assessment, depending on system complexity and tool selection.

We connect automated workflows with QuickBooks Online, QuickBooks Desktop, NetSuite, Sage, SAP, Microsoft Dynamics, and Xero, among others.

Yes. We implement automation solutions that handle multi-entity subsidiaries, intercompany billings, centralized approvals, and consolidated reporting.

Automated 3-way matching digitally compares line items, quantities, and pricing across the vendor invoice, purchase order, and receiving slip, automatically approving matching bills and flagging discrepancies.

Automated cash application uses intelligent algorithms to extract remittance details from emails, bank portals, and lockboxes, matching payments directly to open customer invoices in your ERP.

Automated AP and AR workflows typically reduce processing costs by 50% to 70% and compress approval and collection cycle times from weeks to just a few days or hours.

Automated systems enforce strict segregation of duties, verify vendor banking changes, flag duplicate invoice numbers automatically, and create comprehensive, tamper-proof audit trails.

Yes. We provide comprehensive training for your internal finance staff and develop vendor onboarding communications to ensure high adoption of electronic portals.

AP & AR automation integrates with broader finance and Payroll Services to establish unified disbursement controls, accurate labor/expense reimbursement, and clean general ledger reconciliation.

We can scope engagements to automate payables first, receivables first, or implement a unified, end-to-end order-to-cash and procure-to-pay transformation based on your priorities.

Yes. Most automation projects are structured as transparent, fixed-fee implementation milestones, providing complete budget predictability.

We serve Consumer Packaged Goods, manufacturing, retail, wholesale, e-commerce, professional services, restaurant and food service, and real estate businesses, among others.

Yes. We offer ongoing operational support, exception management, and periodic workflow reviews to ensure your automated systems continue running smoothly as you scale.

Get Reliable AP & AR Automation Consulting for Your Business

If manual entry errors, delayed approvals, or disorganized receivables are slowing down your finance operations, Expertise Accelerated can help.

Our CPA-led team works with founders, Controllers, and finance leaders to audit current workflows, select the right technology, and build automated processes that scale.

  • Eliminate manual data entry and invoice processing bottlenecks.
  • Accelerate payment collections and optimize cash disbursement timing.
  • Strengthen financial controls and achieve full visibility across AP and AR.

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