Sage Intacct AP bill automation: AI-driven efficiency and accuracy

Sage Intacct AP bill automation harnesses AI and machine learning to streamline the accounts payable process, automating invoice entry and approvals so finance teams can save time, reduce manual errors, and focus on more strategic tasks. This intelligent solution continuously learns from user feedback, boosting efficiency and accuracy while seamlessly integrating with your existing workflows.

Entering accounts payable invoices is a necessary yet time-consuming process for many finance teams. Fortunately, Sage Intacct AP bill automation leverages the power of artificial intelligence (AI) and machine learning (ML) to simplify and streamline invoice entry and approvals. By automating repetitive manual tasks, your accounting team can focus on higher-value work like analyzing spending, finding process improvements, and fostering stronger vendor relationships.

What exactly is Sage Intacct AP bill automation and how can it impact your organization’s efficiency and bottom line? See it firsthand in this on-demand webinar: Automation — How AI Can Help In Your AP Processing.

What is AP bill automation?

AP bill automation is designed to automate vendor bill creation, serving as the catalyst for your payables cycle. Powered by advanced AI and ML, this solution not only assists with entering and processing invoices but also actively learns from your feedback, becoming smarter and more accurate with every use.

How AP bill automation works

AP bill automation accelerates the payables workflow by automating invoice entry into Sage Intacct. Here’s a look at the core steps:

Step 1: Getting invoices into your system

The first step is importing invoices into Sage Intacct. There are two main options:

• Send by email: When you subscribe to AP bill automation, you receive a dedicated Sage email address for each business entity. Simply forward invoice attachments (PDF, JPG, JPEG, TIFF, or PNG, less than 20 MB and 200 pages, unencrypted) to this address. Vendors can also send invoices directly.
• Direct upload: If you receive invoices by mail, scan and upload up to 30 invoices at a time through the Sage Intacct interface. Choose how line items are handled (lump sum or individual breakdowns) and select your default location.

Step 2: Making sense of the bill

Once invoices are in the system, Sage Intacct’s AI technology analyzes and parses the data to create a payables invoice. The AI identifies vital information like vendor name, invoice date, terms, and due date. If it cannot determine a required field, it flags the invoice for your review.

For line items, the system reviews prior invoices from the same vendor to suggest appropriate coding. If there’s no history, it uses the default expense account, or leaves the field blank for your review. This continuous learning—both from your organization and from the larger Sage ecosystem—means the solution becomes more accurate over time.

Step 3: Review, adjust, and send it along

All invoices collected by AP bill automation are available for review in Sage Intacct with a draft status. The system highlights invoices needing attention, such as those missing account codes. You can view the original scanned document for full context.

The AI also checks for duplicate invoices—not just by matching invoice numbers or amounts, but by comparing scanned documents. Duplicates can be quickly removed with a single click.

Once reviewed, invoices can be posted or submitted to your configured approval workflow, integrating seamlessly with your company’s established processes.

How to get AP bill automation

AP bill automation is included with Sage Intacct AP automation and can be added to your subscription at no additional software charge—just request the module. Sage charges a per-transaction fee, which is added to your subscription cost. There are also bundled packages available to reduce the per-transaction rate; contact Rand Group to learn more about these options.

We highly recommend this feature for all Sage Intacct users. Organizations handling high volumes of routine invoices will see significant time savings, but even companies with lower invoice volumes will benefit by freeing staff for more strategic work.

Next steps

If you’re looking to maximize your investment in Sage Intacct or want to explore broader ERP automation options, contact Rand Group today. Our team of business technology experts will work with you to identify opportunities for efficiency and ensure your software supports your growth and strategic goals.