Handoffs AI-Agents for Bookkeepers in Accounts Payable in Property Management
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Match supplier invoice PDFs to open bills in the books.
Your bills carry supplier invoice PDFs for review, and your payables person sees any match that needs a decision.
10 toolsKeep emailed invoice PDFs with their matching bills.
Your reviewers find the invoice PDF on the pending bill. Your payables person sees any match that needs a decision.
10 toolsPut client bill decisions where the next finance owner works.
Your finance team sees the decision and next step in its task, with a link back to the bill.
15 toolsAttach a corrected supplier invoice to the right client's bill.
Your pending bill carries the corrected invoice with its earlier version linked when the match is clear.
4 tools