# Bill Capture & AP Processing for M&A Analysts

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

- **Role:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Transaction Advisory](https://calish.com/workflows/specialty/transaction-advisory/)
- **Action:** Bill Capture & AP Processing
- **Canonical URL:** https://calish.com/workflows/bill-capture-and-ap-processing-for-manda-analyst/

## The Problem

Invoices arrive via email, PDF, mail, and vendor portals — M&A Analysts re-key them into Datasite, 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 Transaction Advisory patterns, routes approvals, and sends payment files to Datasite — processing cost per invoice drops from $15 to under $2.

## Tools & Integrations

- Datasite
- Intralinks
- PitchBook
- Excel
- Slack

## 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

- [Datasite](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-datasite/) — Bill Capture & AP Processing built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-intralinks/) — Bill Capture & AP Processing built natively in Intralinks
- [PitchBook](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-pitchbook/) — Bill Capture & AP Processing built natively in PitchBook
- [Excel](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-manda-analyst-with-excel/) — Bill Capture & AP Processing built natively in Excel

## Related Workflows

- [Financial Due Diligence Prep for M&A Analysts](https://calish.com/workflows/financial-due-diligence-prep-for-manda-analyst/)
- [Transaction Anomaly & Fraud Flagging for M&A Analysts](https://calish.com/workflows/transaction-anomaly-and-fraud-flagging-for-manda-analyst/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/tax-return-review-for-manda-analyst/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/client-status-communication-for-manda-analyst/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-manda-analyst/)
- [AR Collections & Dunning for M&A Analysts](https://calish.com/workflows/ar-collections-and-dunning-for-manda-analyst/)

---

Book a free 30-minute consultation: https://calish.com/contact