• AP & AR Automation for Accounting Firms

Automate Your
Firm's
AP & AR Workflows

Reduce manual invoice processing, payment chasing, and reconciliation with fully managed automations built for accounting teams under 100 employees.

50+ firms

automated

|

4.9/5

The Problem

Manual AP & AR Processes Drain Time, Accuracy, and Cash Flow

Most small accounting firms still handle payables and receivables manually — keying in bills, chasing payments, and reconciling transactions across emails and spreadsheets.
AI-Driven Automation
Payments that strain cash flow
Manual follow-ups mean invoices sit unpaid for 45+ days

0 + days

Avg. DSO

Error-Prone Reconciliation
Missed deadlines and data entry mistakes
Duplicate entries and late fees add up to thousands lost annually

$ 0 k+

Lost per year

Wasted Staff Time
Repetitive admin instead of client service
Manual follow-ups mean invoices sit unpaid for 45+ days

0 + hrs

Wasted weekly

There's a Better Way

AgentPractitioner automates your entire AP & AR workflow — eliminating errors, accelerating collections, and freeing your team to focus on what matters.

Calculate Your Savings

See how much time and money your firm could save with AP & AR automation

Uses an average 60% time-savings from automation.

Ready to Calculate?
Fill in the fields on the left and click "Calculate My Savings" to see your potential impact.
Estimated Annual Savings
$0

A Managed Automation Layer for Your AP & AR Operations

We deploy pre-built automations that integrate with the tools your team already uses. Each workflow runs quietly in the background, moving invoices, reminders, and approvals automatically.

Accounts Receivable

Auto-create invoices, send reminders, and mark payments received.

Accounts Payable

Route vendor bills for approval and schedule payments automatically.

Reporting

Get a daily summary of outstanding invoices and upcoming pay runs.

From Audit to Automation in 3 Steps

We handle everything from discovery to deployment to ongoing maintenance

Free Audit
We map your current AP/AR workflows and identify automation opportunities.
Quick Implementation
We build and deploy automations for a one-time setup fee, with zero technical setup required on your side.
Ongoing Optimization
We host, monitor, and improve your workflows each month — so they evolve as your firm grows.
The Problem

Immediate, Measurable Impact

Time Efficiency

Save 10–20 Staff Hours Per Week

Free up your team from repetitive invoice entry, payment chasing, and manual reconciliation tasks.

6-8h saved

My Skill

4-6h saved

Payment Follow-ups

3-5h saved

Reconciliation Tasks

Efficiency Improvement

0 % Faster

0

Days Before

0

Days After

Cash Flow

Reduce DSO by up to 30%

Automated payment reminders accelerate collections and improve your cash flow position.

Faster Payment Collection

Automated reminders at 7, 14, and 30 days

Improved Cash Position

Better working capital and liquidity

Reduced Bad Debt

Early intervention prevents overdue accounts

Accuracy

Prevent Late-Payment Fees and Duplicate Entries

Automated workflows eliminate human error, ensuring accurate records and timely payments every time.

0 %

On-time Payment Rate

0 .2 %

Error Rate

$ 0 K

Avg. Fees Avoided/Year

0 %

Duplicate Prevention

Error Prevention Dashboard

LIVE

Active

Active

Active

Recent Saves

Duplicate detected & blocked

+$250

Late fee prevented

+$250

Auto-corrected amount

+$250

Staff Satisfaction

87%

Task Efficiency

92%

Client Focus Time

78%

0 .5x

Days After

0 .8/5

Days After

Team Performance

Improve Staff Morale and Client Turnaround Times

Eliminate tedious manual tasks so your team can focus on high-value client advisory work and deliver faster results.

Happier Team Members

Less burnout from repetitive data entry tasks

Faster Client Service

Respond to inquiries 2.5x faster with instant data

More Strategic Work

Staff can focus on advisory and growth initiatives

"Within 30 days, we cut our payment-follow-up time in half. It feels like we hired an extra admin."

8-Person CPA Firm

Managing Partner

0 x

Lost per year

0

Weekend Work

0 h

Saved Per Week

0 %

Staff Satisfaction

Simple, Predictable Pricing — No Hidden Costs

Each automation costs us just $25–$100 to build — so you get enterprise-grade automation at small-firm pricing.
Starter
Up to 3 core AP/AR automations

0

/mon

Setup: $250
  • Invoice creation automation

  • Payment reminders

  • Basic reconciliation

  • QuickBooks or Xero integration

  • Email support

Most popular
Growth
Up to 6 workflows + reporting

0

/mon

Setup: Included
  • Everything in Starter

  • Vendor bill routing

  • Advanced payment scheduling

  • Daily summary reports

  • Slack & Gmail integration

  • Priority support

Pro
Unlimited workflows + AI add-ons

0

+

Setup: Custom
  • Everything in Growth

  • Unlimited custom workflows

  • AI-powered insights

  • Advanced analytics dashboard

  • Dedicated account manager

  • Custom integrations

Built for Accounting Managed for You

Exclusive Focus on AP & AR

No generic automations — purpose-built for accounting workflows

Hosted and Maintained

No IT required — we handle all technical infrastructure

Transparent Pricing

Fast ROI with clear, predictable costs — no hidden fees

Future-Ready Platform

Expands to legal, healthcare, and other service firms over time

Ready to see how Agent Practitioner can transform your firm?

Start Automating Your Payables & Receivables Today

Book your free AP/AR automation audit to see where your firm can save 10+ hours per week — guaranteed.
Automating AP & AR for accounting firms under 100

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