Accounts payable and bill pay operations that stay controlled
Build a repeatable AP workflow: bill intake, approvals, payment timing, and vendor documentation. The goal is fewer surprises, clearer ownership, and a process your team can run consistently.
Who this is for
Teams who want a clean, documented AP workflow with approvals and payment timing that match how the business operates.
AP lives in email
Bills arrive everywhere, approvals are informal, and payment status is hard to track.
Controls need structure
You want clear roles, approvals, and documentation without slowing the business down.
Cash timing matters
Payment timing needs to align to a cash plan and vendor priorities.
What’s included
Practical AP workflow support focused on consistency, clarity, and audit-friendly documentation.
- Current-state review of AP workflow and tool stack
- Bill intake standards (where bills go, what metadata is required)
- Approval paths and roles (who reviews, who approves, who pays)
- Payment cadence and scheduling approach aligned to priorities
- Vendor list hygiene and documentation standards
- Workflow documentation (SOPs + checklists)
Implementation approach
A lightweight build process focused on durable configuration and clear handoff.
Map
Document the current AP flow and the outcomes you need (visibility, timing, controls).
Configure
Align tools, permissions, and approval steps to the target workflow.
Handoff
Provide SOPs and a simple checklist so the workflow stays consistent.
Related services
Adjacent bookkeeping services that pair well with AP workflow improvements.
Operational and unlicensed services
This engagement focuses on accounts payable workflow design, documentation, and operational controls. We do not provide tax, legal, audit/assurance, or investment advice.
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