AIdaptIQBY NUMBER7 AIOpen AIdaptIQ ↗Book a demo →

FOR ACCOUNTING BPO OPERATIONS

Protect delivery margin as transaction volume grows.

AIdaptIQ reduces the operational work between incoming documents and controlled accounting outcomes while preserving client-specific rules, evidence and service ownership.

Request a workflow review →See customer stories
BPO OPERATING WORKFLOW

Follow the work behind the SOW.

FOLLOW THE WORK BEHIND THE SOW

INTAKEClient + service scope
ROUTINERequired checks pass
EXCEPTIONSOwner + client dependency
MEASURETouches + SLA + accepted outcomes

One delivery queue, separate client scope

Document population enters the agreed service boundary.

Inspect stage records
INTAKEClient + document familyIdentify
CONTRACTService scope and SLARetain
DELIVERYNamed process ownerAssign

Select a stage to pause and inspect the detail.

Inspect delivery economics
ILLUSTRATIVE DELIVERY ECONOMICS
Contract revenue100
Processing labour-36
Exception labour-18
Supervision & QA-12
Software & operations-9
Retained margin25

FINANCE BPO · DELIVERY ECONOMICS

Measure the work removed from the SOW—not only document accuracy.

More profitable delivery capacity requires routine throughput, exception effort and client dependencies to be measured separately against quality and retained margin.

MULTI-CLIENT INTAKEFiles · email · combined PDFsClient, entity and service scope stay attached.
ROUTINEControls satisfiedProceed to the agreed handoff.
EXCEPTIONCause + evidence + ownerAsk the client from the transaction when evidence is missing.
MEASURE THE REMAINDERTouch rateOperator minutesReworkResolution timeSLA agingAccepted outcomes

Workflow closure required

  • Bulk, multi-client intakeSplit and route documents without merging client truth.
  • Client accounting contextRetain vendor, GL, dimensions, policy and precedent by client.
  • Role-based exception operationsSend the smallest complete question to the correct delivery role.
  • Transaction-bound client questionsAsk from the bill and retain the complete previous conversation.
    AVAILABLE NOW
  • Accounting-system handoffReturn the accepted record ID or an owned failure.
    DEPLOYMENT-DEPENDENT
  • Production measurementTrack throughput, human touches, rework and resolution against the SOW.
    SCOPED PER WORKFLOW

What the business case must measure

  • Straight-through rateUse one frozen entry and exit definition.
  • Active laborSeparate handling time from client waiting time.
  • Quality and reworkCount reversals, reopened work and manual rescue.
  • Commercial captureModel who retains the gain under FTE, transaction or fixed-fee pricing.
01Processing operation

Bulk intake, validation, role queues and accounting output.

02Transaction-priced delivery

Add touch, STP, rework and cost-per-outcome measurement.

03Managed AP

Add clarification, approval, control tower and payment-state responsibility.

04Outcome or fixed-price delivery

Manage SLA, quality, capacity and retained economics as one operating system.

SCOPED BPO PROOFPransform reports 50K+ documents per month across 300+ client companies and a 12 → 3 AP staffing change.Read the measurement boundary →

THE MULTI-CLIENT OPERATING MODEL

Scale the completed work. Isolate the judgment.

Client boundaries remain visible while routine documents move forward and the smaller exception population reaches the right reviewer.

Multiple client invoice packets routed into routine processing and a smaller accounts payable exception review queue
DIRECT ANSWER

How does AP automation change BPO delivery economics?

It reduces unit delivery effort across processing, exceptions, supervision and coordination; how much value the provider retains depends on the commercial model and contract.

INSIDE THE WORKFLOW

The operating model, made visible.

See what needs attention, who owns the decision and what must happen next.

PRODUCT STORYAIdaptIQ production document population
ILLUSTRATIVE INTAKE · 14 FILESFrom incoming files to an owned transaction.
01 · ARRIVE

One intake queue

Invoices · purchase orders · receipts

INV-2048 Invoice
PO-1086 Purchase order
GRN-4102 Goods receipt
02 · CONNECT

Resolve the context

  • Identify the entity
  • Connect vendor and references
  • Retain the source evidence
03 · ROUTE
12 assembled

Entity resolved
Continue to checks

2 need context

Route to review
Keep the original files attached

  1. 01Shared workflow population
  2. 02Processing and completion state
  3. 03Entity-level actions

DELIVERY CAPACITY

The work behind the unit cost.

Routine verification, exception triage, client clarification, rework, senior review, coordination and handoff reconciliation all consume delivery capacity.

01

Processing

Prepare and validate routine transactions.

02

Exceptions

Investigate evidence gaps and client dependencies.

03

Supervision

Sample, recheck and manage quality.

04

Coordination

Move work across people, clients and systems.

COMMERCIAL MODEL

Who retains the productivity benefit?

Efficiency value changes under FTE, transaction, fixed-price, cost-plus and outcome-based contracts.

FTE / resourceDepends on utilisation and repricing.
TransactionProvider can retain unit-cost improvement.
Fixed priceProvider generally retains efficiency.
Cost plusBenefit may pass through to the client.
Outcome / gainshareValue is contractually shared.

CLIENT-SPECIFIC CONTROL

Standardise the operation without flattening client rules.

One delivery layer can preserve separate accounting context, evidence, approvals and SLAs.

EVIDENCEEmail · Upload · API
AIdaptIQState · Controls · Resolution
SYSTEM OF RECORDQuickBooks · Tally · ERP

PRODUCTION BOUNDARY

Evidence with scope.

One reported production workflow processed 50K+ documents per month across 300+ entities and moved from 12 to 3 reported AP operators.

Read the complete case and qualifications →

Review one delivery process.

Freeze the volume, exception mix, labour steps and commercial boundary.

Model the operation →
Request the diagnostic→