CFO Workbench
Tradies Accountant · Finance & Accounting
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 8 captures on record
What the publisher says
As described on Microsoft Marketplace.
The complete accounts payable workflow, automated.
AP Process Platform is an AI-driven accounts payable automation system designed for accounting firms and CFO service providers. Replace manual invoice entry, vendor coding, and exception handling with an end-to-end managed process — without your clients ever logging into another system.How it works
Show the rest of the publisher’s description (17 more lines)
Your client emails an invoice to a single inbox. The platform extracts vendor, amount, GST, and line items using Azure Document Intelligence. AI assigns the correct account code from vendor history. A confidence score routes each invoice to one of four work queues:
- Auto-processed (60-70%) — High confidence invoices posted directly to Xero
- Needs review (20-25%) — Single email with three options. Client replies "1", "2", or "3"
- Waiting on other (5-10%) — Missing receipts and POs auto-chased with reminders
- Blocked (1-3%) — Duplicates and anomalies stop payment until resolvedAverage invoice goes from email to reconciled in Xero in under 24 hours. Manual processing typically takes 2-4 weeks.Built for accounting firms
Cross-client dashboard shows every client engagement in one view — unreconciled accounts flagged, exceptions visible, auto-prepared client emails ready for CFO review. CFOs serve more clients without adding bookkeeper headcount. No offshore teams to manage. Onshore data control. Process consistency across the whole client book.Key capabilities
- End-to-end AP automation from invoice receipt to bank reconciliation
- Azure AI-powered document extraction and account coding
- Confidence-based routing to four work queues
- Auto-chasing for missing receipts, POs, and approvals
- Duplicate and anomaly detection blocks suspect payments
- Native Xero integration for bills, payments, and bank feed reconciliation
- Cross-client dashboard for accounting firm CFOs
- Multi-tenant architecture — single platform, isolated client data
- Microsoft 365 / SharePoint deployment for firm-side dashboardWho this is for
Accounting firms delivering bookkeeping and CFO services. Particularly suited to firms managing 10-50 client engagements with CFO-level service expectations. Each new client adds revenue without adding headcount.Get started
Click "Contact Me" to discuss your requirements. We will respond within one business day to scope a deployment for your firm.
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Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
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2 linksLinked repositories
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