How it Works
Introduction
You introduce us to a qualified prospect (typically a CFO, Controller, VP Finance, or Transformation Lead) with a defined AP automation need and active interest in evaluation. We lead a structured discovery discussion to evaluate the current accounts payable environment, including existing processes and pain points, invoice volumes, ERP landscape, approval workflows, and strategic objectives.
Solution Presentation
We develop and present a tailored automation strategy aligned with your client’s operational and financial goals. This includes a configured demonstration of our AP Automation solution, along with follow-up sessions to address stakeholder questions, technical considerations, and implementation planning.
Closing and Implementation
Upon approval, we formalize the agreement and assume responsibility for end-to-end implementation. Our team manages configuration, integration, onboarding, user training, and ongoing support to ensure a seamless transition and measurable outcomes. You can remain as engaged as you and your client would like throughout the sales process.
Compensation
Following successful contract execution, referral compensation is issued in accordance with the agreed structure as outlined in the written referral agreement based on a percentage of the first-year contract value. We provide clear, transparent reporting to ensure full visibility throughout the engagement lifecycle.
We have a proven, configurable, enterprise-grade AP automation platform:
Eliminates manual data entry reducing costs and errors
Optimizes invoice validation and coding leveraging AI technology
Streamlines and automates the approval worfklows
Integrates seamlessly with ERPs
Improves visibility and reporting
Find out more about our AP Automation Solutions
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