# AI Automation for Stampli

> 5 workflow automations purpose-built on top of Stampli — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/stampli/
- **Automation count:** 5
- **Roles:** Accounts Payable Manager

## Automations

- [Financial Due Diligence Prep for Accounts Payable Managers](https://calish.com/workflows/with/financial-due-diligence-prep-for-accounts-payable-manager-with-stampli/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book —
- [Operating KPI Dashboard for Accounts Payable Managers](https://calish.com/workflows/with/operating-kpi-dashboard-for-accounts-payable-manager-with-stampli/) — AI pipes KPIs from Bill.com and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summa
- [Client Onboarding for Accounts Payable Managers](https://calish.com/workflows/with/client-onboarding-for-accounts-payable-manager-with-stampli/) — AI drafts the engagement letter, generates a tailored document-request list for the client's AP Operations profile, chases missing items acr
- [Tax Document Gathering for Accounts Payable Managers](https://calish.com/workflows/with/tax-document-gathering-for-accounts-payable-manager-with-stampli/) — AI monitors Bill.com and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and send
- [Tax Return Review for Accounts Payable Managers](https://calish.com/workflows/with/tax-return-review-for-accounts-payable-manager-with-stampli/) — AI reconciles each line of the return against source docs in Bill.com and the prior year, explains variances over 5%, and produces a review 

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