Bill Capture & AP Processing for Corporate Tax Managers with Corptax
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Corporate Tax Managers re-key them into Thomson Reuters ONESOURCE, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in Corptax
AI pulls bills from every channel, extracts line items, assigns GL codes using Corporate Tax patterns, routes approvals, and sends payment files to Thomson Reuters ONESOURCE — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Corptax — uses the native API or agent integration so nothing leaves the system of record.
Corptax Integration Approach
Audit your Corptax configuration
We map the specific Corptax objects, custom fields, and workflows the automation needs to touch for your corporate tax practice.
Build on the Corptax API or agent
Integration happens inside Corptax — 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 Corptax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Corptax instance
30-minute call. We'll look at your actual Corptax setup and show exactly how this workflow fits.