AP Assistant
Supplier invoices, vendor bills and payment preparation.
Reviews aging, finds likely duplicate bills, reads invoice attachments and prepares payment proposals, separating disputed and held items from what you choose to pay.
How the AP Assistant works
- Reads
- Aging, balances, approval queues, vendor spend and invoice attachments.
- Changes
- Supported bill, vendor, task and payment-hold changes. It never pays bills, changes vendor banking details, or approves, rejects or voids transactions.
- Approval
- Every change waits for you to approve the exact action. Payment plans stay proposals.
Starts from
ChatInvoice
AP AssistantAssistant
Skills
Payables & ProcurementTreasury & FP&AFile UnderstandingExcel Workbook Builder+5
Uses Reports, SuiteQL, Erstan Add-on
NetSuiteVendor billsReads and writesafter approval
VendorsReads and writesafter approval
Payment holdsWritesafter approval
Makes
Payment proposal
Excel workbook
Change to approve
Hands off toAP Vendor Bill Automation
Starts from
Assistant
Makes
Invoice
Chat
Plan payment runDuplicate bill checkBills past dueVendor price drift
NetSuiteVendor bills
Vendors
Payment holds
AP AssistantAssistant
Skills
Payables & ProcurementTreasury & FP&AFile UnderstandingExcel Workbook Builder+5
KnowledgeNetSuite product updatesReports
SuiteQL
Erstan Add-on
Payment proposal
Excel workbook
Change to approve
Hands off toAP Vendor Bill Automation
What it works with
The jobs the AP Assistant runs for you, and the tools it pulls data from.
Connectors2,000+
Automations
- AP Vendor Bill AutomationDemonstration: turns incoming invoices into matched, duplicate-checked vendor bills. Every bill waits for your approval before it is created.
- AP Vendor Bill AutomationDemonstration: turns incoming invoices into matched, duplicate-checked vendor bills. Every bill waits for your approval before it is created.
Connectors
- NetSuite
- Erstan NetSuite Add-on
Excel
Google Sheets
Outlook
Gmail
SharePoint
OneDrive
Google Drive
- NetSuite
- Erstan NetSuite Add-on
- Excel
- Google Sheets
- Outlook
- Gmail
- SharePoint
- OneDrive
- Google Drive
See the AP Assistant run
Asked for the AP aging, it runs the report, groups the bills by vendor and writes a summary for the CFO.
Things to ask it
- Plan payment run
- Duplicate bill check
- Bills past due
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- Sales AssistantLeads, opportunities, quotes and sales orders.
- Support AssistantCustomer cases, responses and support knowledge.
- Build your ownDesign an assistant on a canvas, wire the steps together, or describe it to the AI builder assistant.
