Bill Capture & AP Processing for Estate Tax Specialists with BNA Estate Planner
Run bill capture & ap processing on autopilot inside BNA Estate Planner.
The Problem
Invoices arrive via email, PDF, mail, and vendor portals — Estate Tax Specialists re-key them into Lacerte, chase GL codes and approvers, and still end up with duplicates and late fees.
What We Build in BNA Estate Planner
AI pulls bills from every channel, extracts line items, assigns GL codes using Estate & Gift Tax patterns, routes approvals, and sends payment files to Lacerte — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running BNA Estate Planner — uses the native API or agent integration so nothing leaves the system of record.
BNA Estate Planner Integration Approach
Audit your BNA Estate Planner configuration
We map the specific BNA Estate Planner objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the BNA Estate Planner API or agent
Integration happens inside BNA Estate Planner — 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 BNA Estate Planner with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this bill capture & ap processing automation work natively in BNA Estate Planner?+
Yes — we build directly on BNA Estate Planner's API or agent integration. Your data stays in BNA Estate Planner, your estate tax specialists keep the same login and UI, and there's no parallel system for the team to learn.
What BNA Estate Planner configuration do we need before deployment?+
We work with your existing BNA Estate Planner setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for estate & gift tax teams.
Can BNA Estate Planner handle bill capture & ap processing on its own?+
BNA Estate Planner handles configuration; AI handles judgment. Native BNA Estate Planner workflows route deterministic tasks; our automation layer adds the AI judgment BNA Estate Planner doesn't ship out of the box — document classification, exception triage, drafting.
Is BNA Estate Planner the right tool for bill capture & ap processing for estate tax specialists?+
BNA Estate Planner is widely used among estate & gift tax teams precisely because of its data model around bill capture & ap processing. We've deployed this workflow on BNA Estate Planner for similar firms and the integration is well-trodden.
What's the typical ROI of bill capture & ap processing automation in BNA Estate Planner?+
For estate & gift tax firms running BNA Estate Planner, automation typically pays back inside the first quarter — measured against the loaded cost of the estate tax specialist hours absorbed. Higher volumes deploy faster.
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See this running in your BNA Estate Planner instance
30-minute call. We'll look at your actual BNA Estate Planner setup and show exactly how this workflow fits.