Billy. Accounts Payable Automation Crew
Automate invoice processing from intake to approval with greater accuracy, faster turnaround, and complete visibility across your accounts payable workflow.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Accounts Payable That Keeps Up With Your Workload
Manual invoice processing takes time away from client work, increases the risk of errors, and slows down approvals. As invoice volumes grow, managing multiple clients, vendors, and entities becomes even more demanding.
Billy works alongside your CPA firm as a digital team member, handling routine accounts payable tasks from start to finish. It centralizes invoice intake, captures key information, checks invoice details, and moves documents through the approval process.
Your team spends less time on manual processing and more time supporting clients, reviewing financial information, and meeting deadlines.
Enterprise-Grade Data Security & Compliance
We protect vendor bank details, tax IDs and payment files with controlled access and documented processes.
Independent Audit Reports
SOC 2 Type II and/or ISO 27001 status and report date.
US Tax and Privacy Alignment
Processes aligned with IRS recordkeeping expectations and applicable data-protection requirements.
Infrastructure Safeguards
Encryption standard, multi-factor authentication, role-based access, logging.
Payment Fraud Controls
Call-back verification of vendor bank-detail changes and dual approval on payment runs.
How Billy Handles Your Invoices End to End
Billy manages your accounts payable workflow with consistency and accuracy. It reduces repetitive administrative work and helps ensure invoices are processed correctly across your clients’ businesses.
Centralizes Invoice Intake
Billy collects invoices from email, document uploads, and vendor portals in one place. Your team can access invoice documents without manually chasing or organizing files across different sources.
Processes Invoices at Line Level
Billy reads and captures invoice information in detail, including individual line items. This helps maintain accurate records and reduces manual data entry during invoice processing.
Detects Duplicate Invoices Instantly
Billy checks incoming invoices for duplicates before posting. This helps prevent duplicate payments, unnecessary corrections, and avoidable rework.
Validates Key Details Automatically
Billy checks vendor, entity, tax, and document information before an invoice is posted. It flags missing or inconsistent details early, helping your team address issues before they affect the accounts payable process.
Runs Smooth Approval Workflows
Billy routes invoices to the appropriate people for approval. This gives your team a more consistent process for managing reviews, tracking pending invoices, and avoiding missed approval steps.
Handles Prepayments and Accruals
Billy identifies and posts prepayments and accruals as part of the accounts payable workflow. This helps reduce manual period-end work and supports a smoother month-end close.
Built for Firms Like Yours
Billy is designed for CPA firms managing accounts payable activities across multiple clients, businesses, and entities. It helps practices handling high invoice volumes reduce manual work and maintain better control over invoice processing.
CPA firms providing accounting and bookkeeping services to clients
Practices managing high volumes of vendor invoices
Bookkeeping teams handling multiple client entities
Accounting teams working with complex approval structures
Firms dealing with duplicate invoices or incorrect postings
Teams looking to reduce manual processing and improve accuracy
The Difference Billy Makes to Your Team
Billy supports CPA firms managing demanding invoice volumes and client deadlines. It brings greater consistency, visibility, and control to accounts payable processing.
Reduces Manual Workload
Billy handles repetitive tasks such as invoice data entry, validation, and posting. Your team can spend less time on routine processing and more time on client accounting work.
Prevents Costly Errors
Billy flags duplicate invoices, incorrect entity details, and missing information before posting. This helps reduce processing errors and avoidable corrections.
Speeds Up Processing Time
Billy moves invoices through the workflow from receipt to approval. A more consistent process helps your team manage invoice volumes without unnecessary delays.
Improves Visibility and Control
Billy provides visibility into invoices at each stage of processing. Your team can see what is pending, approved, or posted and follow up where needed.
Handles Complex Invoices with Ease
Billy processes multi-line invoices, credit notes, and invoices in different languages. This helps your team manage varied invoice formats without adding the same level of manual effort.
Supports Smooth Period Close
Billy automates the handling of prepayments and accruals, helping reduce manual work during month-end and supporting a more organized close process.
Take Control of Your Accounts Payable
Stop spending hours on manual invoice checks, data entry, and posting. Billy helps automate routine accounts payable work so your team can focus on client needs, financial accuracy, and deadlines.
Ready to Put
Billy
to Work?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.