01
Capture invoices from the AP queue
Route uploaded or forwarded invoices into extraction, review, approval, and vendor follow-up workflows.
Go live
Starter: run your first production AP workflow
Bring invoices, W-9s, vendor follow-up, AP files, workflow logs, and bank feed review into one operating surface for a small finance team.
Monthly capacity
500 invoice packets/month
Run mode
Production
Banking
Feed review
Accounting
Manual fields
Best fit
Choose Starter when this is how AP work already feels.
01
Small teams leaving manual invoice inboxes and spreadsheets
02
Operators who need invoice approvals and vendor follow-up in one place
03
Finance teams starting bank feed review before deeper reconciliation automation
Decision signal
Choose Starter when the team is leaving spreadsheets, inboxes, and one-off approval tracking behind.
Next move
Move to Growth when reconciliation queues, categorization, GL review, or higher document volume become weekly work.
Included
What the plan covers
- Production invoice intake and extraction workflows
- Approval routing, vendor follow-up, and exception handoffs
- AP tables for invoice, vendor, approval, and payment context
- File workspace for W-9s, invoices, statements, and remittance documents
- Bank feed import for review and basic reconciliation workspace
- Email support for setup and production questions
Not the right fit for
- Advanced reconciliation queues
- Automated categorization and GL coding review
- Accounting integration private beta access
- SSO, SCIM, custom retention, or audit exports
AP workflow coverage
How Starter changes daily AP work
02
Keep supporting files attached
Store invoices, W-9s, statements, and remittance files with the AP records the workflow uses.
03
Review bank activity
Import bank feed activity for finance review and use the basic reconciliation workspace to compare AP context against cash movement.
Integrations and AP access
- AP document upload and email-based intake patterns
- Bank feed import for review
- Workflow tables and file workspace
- Connected apps used by AP workflows
Controls and support
- Production workflow logs
- Email support
- Workspace-level AP data organization
FAQ
Starter questions
Yes. Starter is designed for small finance teams running production invoice intake, approvals, AP file handling, and bank feed review.
Plan ladder
Pick the AP operating level
Ready for Starter?
Start with the included invoice-packet volume, then contact us when volume, controls, banking, or accounting needs change.