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How To Scale When Business Is Booming But The Workforce Is Slim
Scaling a business means putting systems into place to prepare you for lasting, profitable growth. We've identified three ways to do so with a slim workforce.
Elevate Your Accounting
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.”
Katie West, Client Accounting Services Manager, MCM CPAs & Advisors
Accounts Payable Automation for Accounting Firms
Plate IQ handles everything from invoice digitization to bill pay.
Spend 80% less time on invoices and focus on the work that matters.
Invoice Automation
Digitize invoices automatically with industry-leading AI machine learning.
VendorPay
Schedule payments via check, ACH, or Plate IQ vCard and earn cash back.
The Plate IQ Card
Replace paper checks with virtual cards for faster, safer payments.
Document Storage
Every invoice is searchable and secure in your new digital filing cabinet.
Plate IQ Integrates With Your Client’s Accounting Platform
Seamlessly export invoices and bill payments into your existing technology.
Invoice Software for Accounting Firms
Spend 80% Less Time On Invoices
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EDI connections with every vendor. Really.
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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Your invoices, digitized
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.
Make every approver happy
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:
- Vendor
- GL Account
- Min / Max Total
- Method Received
- Time Received
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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.
Danielle Sauce
AP Manager, B&G Food Enterprises
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Save some trees, and some space
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.
How J Ely Processes Invoices 83% Faster While Gaining More Visibility
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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.
Joe Ely
Manager, J Ely Accounting Services
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VendorPay
Close the loop on your invoices
- Pay any invoice with virtual cards, ACH, or let us mail a check for you
- Unlimited transactions & approvers
- Earn cash back on vCard payments
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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.
Jessica Glenn
Books To Go
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Every bill, every workflow
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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The Plate IQ Card
A Smarter Kind Of Corporate Card
Expense management built for accountants
Pair the convenience of corporate cards with the security of pre-approved spend. No credit approval or underwriting necessary.
Protect your clients, online and in-person
Create virtual & physical cards to control each card’s spending parameters and limit your clients’ exposure to fraud.
Swap expense reports for cash back
Replace petty cash and reimbursements with pre-approved expense cards that earn cash back on every transaction.
Blog Post
Why Accounting Firms Should Own Business Intelligence
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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Customer Stories
Keep All Your Bookkeeping
On the Same Page
Clients
“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.”
Cherry Lane Ventures
AP Accountants
“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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CPAs
“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.
MCM CPAs
A Trusted Partner for Bookkeepers, Accountants, and CPAs
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