Taking automated AP services past that first client

The how-to guide on creating an automated bill pay service for all your clients.

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Automated AP helps your firm lead and succeed


A study with CPA.com and BILL1 found that firms are focused on growth, with 74% having a detailed plan in place to add new services.

The leading service they want to add: AP.

With firms prioritizing AP as their next offering, knowing how to successfully automate and scale this service is essential.

This guide walks you through how to launch and expand automated AP services, including:

  • The value added to clients when AP is automated
  • How to create a bill pay offering
  • How to break the bonds of hourly billing through automation

For businesses trying to pivot quickly, every step toward real-time data and managing cash flow has the potential to make or break success. Take a step in the right direction by downloading this guide.