BY NUMBER7 AI014
Client bookHarbor Retail
LAB-111 · freight invoice$500
Delivery expense
View invoice LAB-111 ↗Accounting firms & CAS · AP automation
More client books. Fewer routine invoice checks.
Process each client’s invoices with their own vendor coding, evidence and QuickBooks company. Give reviewers the accounting question that remains.
Reviewer’s sessionClient review example
Harbor Retail · LAB-111
Keep this client’s freight treatment.
- Source
- Westbridge Logistics · $500 freight
- Client context
- Delivery expense
- Reviewer’s next action
- Inspect the proposal; resolve a changed business purpose.
The buyer answer
How does AP automation increase reviewer capacity for accounting firms?
AIdaptIQ handles document intake, routine transaction checks, recurring-vendor coding and invoice-linked client questions. Reviewers keep the source, client treatment and required authority beside the bill, then hand the approved result to the correct QuickBooks company.
One vendor · two client books
The vendor is the same. The accounting treatment belongs to the client.
Shared vendor · separate invoicesWestbridge Logistics$500 freight on each client’s source
042
Client bookPinehill Manufacturing
LAB-112 · freight invoice$500
Cost of goods sold
View invoice LAB-112 ↗Recurring freight follows each client’s accounting policy. Review it again if the business purpose changes.
Watch the 70-second client-coding example
One question stays with its bill
Ask once. Keep the invoice and the answer together.
- 01
The reviewer sees the gap
Open the missing evidence or changed coding question with the source and prior client treatment.
- 02
The client answers from email
Send the exact question from AIdaptIQ. A client or teammate can reply without a platform seat.
See the invoice-linked email loop - 03
The answer returns to the invoice
The full previous conversation stays attached. The reply updates the workflow; the reviewer follows the next configured review and approval step.
One shared operation · separate client books
The handoff still belongs to the right QuickBooks company.
Client bookHarbor Retail
Own vendor, accounts, dimensions and authority
Approved bill
Mapped QuickBooks companyHarbor Retail’s books
Returned bill identifier or an owned failure
Payment recording reflects accounting-system state. It does not initiate a transfer.
Customer-reported · related multi-client AP operation
Multi-client AP in production.
- Reported monthly document volume
- 50K+
- Client companies
- 300+
- Reported AP staffing change
- 12 → 3
Pransform’s outsourced delivery operation is relevant evidence for client isolation, bulk processing and exception operations. A CAS team should evaluate its own routine, exception-heavy and growing client books on reviewer touches and client-response blockers. The figures are customer-reported workflow outcomes, not a prediction for your deployment.
Read Pransform’s workflow and measurement scopeNext step
Map three contrasting client books.
Bring one routine client, one exception-heavy client and one growing client. Compare document handling, reviewer demand and accepted QuickBooks outcomes.
Scope and action
Agree what proceeds and what needs approval.
Client coding memory
Remembers how each client codes recurring vendors and applies that client-specific context to future bills.
Action: Automatic with review.
Read the workflow scopeThe recorded product-owner confirmation applies to the named capabilities. Deployment scope, integration permissions and approval requirements are agreed separately.