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.
“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.
Keep every document searchable and secure in your new digital filing cabinet.
Digitize invoices automatically with industry-leading AI machine learning.
Schedule payments via check, ACH, or Plate IQ vCard and earn cash back.
Replace paper checks with virtual cards for faster, safer payments.
Every invoice is searchable and secure in your new digital filing cabinet.
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:
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.
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
Give each client as much or as little access to their bill payments as they want with advanced approval routing, partial payment, and more.
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.
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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.”
“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.”
“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.