# Bill Capture & AP Processing for Estate Tax Specialists

> AI pulls bills from every channel, extracts line items, assigns GL codes using Estate & Gift Tax patterns, routes approvals, and sends payment files to Lacerte — processing cost per invoice drops from $15 to under $2.

- **Role:** [Estate Tax Specialist](https://calish.com/workflows/for/estate-tax-specialist/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Estate & Gift Tax](https://calish.com/workflows/specialty/estate-and-gift-tax/)
- **Action:** Bill Capture & AP Processing
- **Canonical URL:** https://calish.com/workflows/bill-capture-and-ap-processing-for-estate-tax-specialist/

## The Problem

Invoices arrive via email, PDF, mail, and vendor portals — Estate Tax Specialists re-key them into Lacerte, chase GL codes and approvers, and still end up with duplicates and late fees.

## What We Build

AI pulls bills from every channel, extracts line items, assigns GL codes using Estate & Gift Tax patterns, routes approvals, and sends payment files to Lacerte — processing cost per invoice drops from $15 to under $2.

## Tools & Integrations

- Lacerte
- GEMS
- BNA Estate Planner
- SmartVault
- Zapier

## How It Works

1. **Discovery call.** We map your current bill capture & ap processing process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Lacerte](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-estate-tax-specialist-with-lacerte/) — Bill Capture & AP Processing built natively in Lacerte
- [GEMS](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-estate-tax-specialist-with-gems/) — Bill Capture & AP Processing built natively in GEMS
- [BNA Estate Planner](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-estate-tax-specialist-with-bna-estate-planner/) — Bill Capture & AP Processing built natively in BNA Estate Planner
- [SmartVault](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-estate-tax-specialist-with-smartvault/) — Bill Capture & AP Processing built natively in SmartVault

## Related Workflows

- [Tax Return Review for Estate Tax Specialists](https://calish.com/workflows/tax-return-review-for-estate-tax-specialist/)
- [Client Onboarding for Estate Tax Specialists](https://calish.com/workflows/client-onboarding-for-estate-tax-specialist/)
- [Operating KPI Dashboard for Estate Tax Specialists](https://calish.com/workflows/operating-kpi-dashboard-for-estate-tax-specialist/)
- [Time Entry & WIP Capture for Estate Tax Specialists](https://calish.com/workflows/time-entry-and-wip-capture-for-estate-tax-specialist/)
- [Tax Document Gathering for Estate Tax Specialists](https://calish.com/workflows/tax-document-gathering-for-estate-tax-specialist/)
- [Client Status Communication for Estate Tax Specialists](https://calish.com/workflows/client-status-communication-for-estate-tax-specialist/)

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