Bill Capture & AP Processing for Tax Preparers with UltraTax CS
Run bill capture & ap processing on autopilot inside UltraTax CS.
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 in UltraTax CS
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. Purpose-built for teams running UltraTax CS — uses the native API or agent integration so nothing leaves the system of record.
UltraTax CS Integration Approach
Audit your UltraTax CS configuration
We map the specific UltraTax CS objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
Build on the UltraTax CS API or agent
Integration happens inside UltraTax CS — 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 UltraTax CS 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 UltraTax CS?+
Yes — we build directly on UltraTax CS's API or agent integration. Your data stays in UltraTax CS, your tax preparers keep the same login and UI, and there's no parallel system for the team to learn.
What UltraTax CS configuration do we need before deployment?+
We work with your existing UltraTax CS setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for individual tax teams.
Can UltraTax CS handle bill capture & ap processing on its own?+
UltraTax CS handles configuration; AI handles judgment. Native UltraTax CS workflows route deterministic tasks; our automation layer adds the AI judgment UltraTax CS doesn't ship out of the box — document classification, exception triage, drafting.
Is UltraTax CS the right tool for bill capture & ap processing for tax preparers?+
UltraTax CS is widely used among individual tax teams precisely because of its data model around bill capture & ap processing. We've deployed this workflow on UltraTax CS for similar firms and the integration is well-trodden.
What's the typical ROI of bill capture & ap processing automation in UltraTax CS?+
For individual tax firms running UltraTax CS, automation typically pays back inside the first quarter — measured against the loaded cost of the tax preparer hours absorbed. Higher volumes deploy faster.
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See this running in your UltraTax CS instance
30-minute call. We'll look at your actual UltraTax CS setup and show exactly how this workflow fits.