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.

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Invoice Software for Accounting Firms

Spend 80% Less Time On Invoices

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.

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

“

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

”

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

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

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.

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.

Read the Article

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 >
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

Plate IQ Blog

News and best practices to help you help your customers.

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How Long Should You Keep Your Invoice Documents?

Maintaining your data and documents may not be your biggest priority, but having accessible invoice data can impact almost all areas of your business. Here’s how AP Automation can help.