The AP and Bank Rec Desk

Invoices coded and matched on arrival, three approval tiers, bank lines matched every morning, and the month-end pack, with a controller approving every post.

• Who it is for: controller firms, small finance teams, shared services
• The three approval tiers and the duplicate check
• Every screen: AP, Bank, Automations and the client portal
• The eight workers and when each one runs
• Bank matching, client questions and the month-end close
• The rules it ships with, and what it costs to run

Every screen in the book is the real product on a demonstration workspace. Every company, person and number in it is made up. The desk itself is live, in the gallery, on every plan: see the product page.