How we work through an AP accuracy engagement
A practical map of intake, fieldwork, and handoff — so your payable team knows what to expect before we open the first invoice pack.
- Intake conversation. We map who enters invoices, who approves exceptions, and how payment runs are released. You share approximate monthly volume and whether multiple entities share a desk.
- File request. We ask for open AP aging, recent payment registers, vendor master extracts, and sample purchase orders. Clean exports shorten the calendar; messy ones simply move more time into preparation.
- Field testing. Practitioners sample and investigate exceptions — duplicates, match breaks, approval gaps — on-site or through secure transfer with scheduled clarification calls.
- Findings memo. You receive a ranked list of issues by cash exposure, with recommended corrections. We separate urgent payment risks from tidy-up notes that can wait a close or two.
- Closing briefing. We walk the memo with your AP lead and controller, answer questions, and leave a short action list. Follow-up sampling is optional and quoted separately.
What we need from your team
One payable contact who can answer clarifying questions within a business day keeps the engagement moving. We do not take over daily invoice entry, and we schedule fieldwork to avoid your absolute peak payment-run hours whenever possible.
Where this leads
Most clients begin with the Accounts Payable Accuracy Review. Others start with a narrower matching audit or vendor reconciliation when a specific pain point is already known.