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- Accounts Payable Automation
- Implementation
How an Accounts Payable Automation rollout works
Start with a controlled supplier and invoice population, then expand after reconciliation.
Confirm scope
Agree supplier populations, approval bands, source ownership, bank methods and filing ownership. Identify the ledger and identity directories that remain external.
Prepare source data
Resolve duplicate vendors and invoice identifiers. Confirm opening bills, credits, pending payments and tax-document exceptions.
Configure decisions
Controller / CFO reviews the authority policy with the administrator, who binds authenticated identities to scopes and approval tiers. Test independent bank verification and payment release with both allowed and rejected actions.
Connect handoffs
Verify intake retries, procurement references, draft journals, payment acknowledgements and filing results in a controlled environment.
Reconcile the pilot
Trace matched, disputed, partially paid, returned and corrected cases. Compare balances with the source records before widening the supplier population.
Operate and review
Assign exception owners and monitor connector failures, stale approvals and reconciliation differences.
What the customer provides
Supplier data, open balances, approval policy, bank-connection requirements, source-system identifiers and the people authorized to accept the rollout. Confirm the effective tax-year configuration with the responsible finance team before enabling filing.
Changing it afterwards
Use Proto to propose and review changes to fields, views and workflows. Re-test affected authority and accounting handoffs before release. Existing approvals and reporting snapshots retain the basis on which they were made.
Set up Accounts Payable Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.