Scope sheet
finbryn.com
AI and automation
AP automation implementation
AP automation implementation from Finbryn sets up Bill.com, Ramp, Tipalti or Airbase with a US business's approval workflows, three-way match against purchase orders, and payment execution synced to QuickBooks Online or NetSuite. Vendor and invoice history migrates without gaps, and every payment run still needs a named person to approve it.
What is included
- Vendor and invoice data migrated without losing history
- Approval workflows matching your existing authorization limits
- Three-way match configured against purchase orders where they exist
- A verified vendor banking-details migration
- Payment execution connected to your bank with a human approval step
- Sync configured to QuickBooks Online, Xero, NetSuite or Sage Intacct
- A timestamped audit trail of every approval and payment run
- Recurring-vendor approval rules to cut repeat review effort
The process
- 1.
Map current process
Approval limits, invoice sources and payment schedules get documented as the configuration spec for the new platform.
- 2.
Select the platform
BILL, Ramp, Tipalti, Stampli or Airbase gets chosen against your vendor volume, payment geography and existing accounting system.
- 3.
Migrate vendors and open items
Vendor records, banking details and invoices already in progress move across with a verification step and a parallel-run period.
- 4.
Configure approvals and matching
Authorization limits and, where applicable, three-way match against purchase orders get built to mirror your existing controls.
- 5.
Test payment execution
Bank connection runs a test cycle before any live payment moves, with a human approval step confirmed on every run.
- 6.
Go live and sync
The platform goes live at full volume, syncing back to QuickBooks Online, Xero, NetSuite or Sage Intacct automatically.
Software
BILL, Ramp, Tipalti, Stampli, Airbase
Pricing
AP automation implementation is a project-based fee, quoted after a scoping call once we map your vendor count, payment geography and current approval process. It is separate from platform subscription costs (billed directly by BILL, Ramp, Tipalti, Stampli or Airbase) and from ongoing bookkeeping, which is priced on the rate card at /us/pricing.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026