Bill Capture & AP Processing for Controllers with Expensify
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Controllers re-key them into NetSuite, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in Expensify
AI pulls bills from every channel, extracts line items, assigns GL codes using Mid-Market Controller patterns, routes approvals, and sends payment files to NetSuite — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Expensify — uses the native API or agent integration so nothing leaves the system of record.
Expensify Integration Approach
Audit your Expensify configuration
We map the specific Expensify objects, custom fields, and workflows the automation needs to touch for your mid-market controller practice.
Build on the Expensify API or agent
Integration happens inside Expensify — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Expensify with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Expensify instance
30-minute call. We'll look at your actual Expensify setup and show exactly how this workflow fits.