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How to Switch to Paperless Accounts Payable in 5 Easy Steps
Ready to transition to paperless accounts payable? See how you can seamlessly move to a smart, digital AP system.
Trust your clients’ invoices, payments, and expenses to the leading AP solution for accounting & bookkeeping firms.
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“Plate IQ’s AP automation gives us the time we need to analyze our clients’ financial statements and offer the insights that can help them be more profitable.”
Plate IQ handles everything from invoice digitization to bill pay.
Spend 80% less time on invoices and focus on the work that matters.
Customize simple, cloud-based invoice workflows for every client’s needs.
Approve, send, and track invoice payments right from Plate IQ.
Control spending and get rid of expense reports with The Plate IQ Card.
Discover new savings opportunities with granular data right from your invoices.
Seamlessly export invoices and bill payments into your existing technology.
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All AP automation platforms let you process invoices in bulk.
Only Plate IQ offers Vendor Connections, a revolutionary way to get the equivalent of EDI invoices directly from vendors — even if they don’t offer it.
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Every invoice arrives in your inbox GL-coded down to the line item. Map new items just once: Plate IQ will remember it in the future.
Some clients want to approve every invoice. Some want to see none. Plate IQ accommodates any approval process with approval routing based on things like:
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Before Plate IQ, we probably looked at each invoice five or six times. Now we use Plate IQ. Instead of walking invoices between different people’s piles, we just load everything in and the system’s rules send every invoice to the right approvers.
AP Manager, B&G Food Enterprises
You’re never more than a click away from source documentation with a system that stores a digital copy of each invoice — and its audit trail — in one searchable digital filing cabinet.
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A one-line invoice used to take us 30 seconds to key in. Now it takes us 5. But here’s the thing: that 100-item Reinhart invoice used to take us about half an hour to process. Now, that also takes 5 seconds. Plate IQ saves us a ton of time and work.
Manager, J Ely Accounting Services
We like that Plate IQ charges the same for Bill Pay every month. We're not getting charged $1.50 for every check or ACH that goes out. And we have seen the time spent on payables drop considerably in the last couple of months. Our time with each client just gets more efficient.
Books To Go
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Give each client as much or as little access to their bill payments as they want with advanced approval routing, partial payment, and more.
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Pair the convenience of corporate cards with the security of pre-approved spend. No credit approval or underwriting necessary.
Create virtual & physical cards to control each card’s spending parameters and limit your clients’ exposure to fraud.
Replace petty cash and reimbursements with pre-approved expense cards that earn cash back on every transaction.
Plate IQ Insights uses invoice data to help you understand your clients’ spend, control their costs, and find new savings opportunities.
Corporations have been turning the CFO into an in-house strategist for years. Here’s how small-business accounting firms can do the same.
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“Plate IQ is so easy to use. The GM snaps a picture with the app and immediately the invoice is in the system — and she doesn’t have to think about it anymore.”
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“We have seen the time spent on payables drop considerably in the last couple of months. Our time with each client just gets more efficient.”
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“Plate IQ offers so many opportunities for automating mundane tasks. It’s really helping us move into the paradigm shift going on in the industry.
