# Bill Capture & AP Processing for Tax Preparers

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

- **Role:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Individual Tax](https://calish.com/workflows/specialty/individual-tax/)
- **Action:** Bill Capture & AP Processing
- **Canonical URL:** https://calish.com/workflows/bill-capture-and-ap-processing-for-tax-preparer/

## The Problem

Invoices arrive via email, PDF, mail, and vendor portals — Tax Preparers re-key them into Drake Tax, 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 Individual Tax patterns, routes approvals, and sends payment files to Drake Tax — processing cost per invoice drops from $15 to under $2.

## Tools & Integrations

- Drake Tax
- UltraTax CS
- Intuit ProConnect
- Email

## 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

- [Drake Tax](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-tax-preparer-with-drake-tax/) — Bill Capture & AP Processing built natively in Drake Tax
- [UltraTax CS](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-tax-preparer-with-ultratax-cs/) — Bill Capture & AP Processing built natively in UltraTax CS
- [Intuit ProConnect](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-tax-preparer-with-intuit-proconnect/) — Bill Capture & AP Processing built natively in Intuit ProConnect

## Related Workflows

- [Tax Return Review for Tax Preparers](https://calish.com/workflows/tax-return-review-for-tax-preparer/)
- [Client Status Communication for Tax Preparers](https://calish.com/workflows/client-status-communication-for-tax-preparer/)
- [Client Onboarding for Tax Preparers](https://calish.com/workflows/client-onboarding-for-tax-preparer/)
- [Tax Document Gathering for Tax Preparers](https://calish.com/workflows/tax-document-gathering-for-tax-preparer/)
- [Bank & Credit Card Reconciliation for Tax Preparers](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-tax-preparer/)
- [AR Collections & Dunning for Tax Preparers](https://calish.com/workflows/ar-collections-and-dunning-for-tax-preparer/)

---

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