Work the shared AP inbox
Four hundred vendor emails a week, across every entity — read, coded to the right books, drafted for one approval pass.
What this pack does
- Reads the shared bill inbox so nobody has to search it
- Codes each bill to the entity, vendor, and account it belongs to
- Catches the payment-failed notice the day it lands
- Drafts the week's run for one approval pass
How to use it
- 1Connect read-only
Banks, billing, and your current ledger. Live in 48 hours; nothing changes in your systems.
- 2Set the mode
Manual, Assist, or Auto. Every pack starts in Assist — TAMi drafts, you approve.
- 3Watch the first run
Every action logged with its reason. Exceptions held, never forced.
- 4Raise the ceiling
Move it to Auto when the track record has earned it. Pull it back any time.
Workflow
Every vendor, carrier, and utility email across six entities lands in one queue. Mailbox search retires.
Vendor, amount, due date, entity, and suggested coding — a confidence score on every field.
A declined card on the cloud account → drafted for approval with the invoice attached, before the service warning ever sends.
The week's bills, grouped by entity and approved in one sitting. Nothing posts or pays without the click.
Coded to its entity, tied to the email it arrived in, logged and reversible.
What lands in the ledger
where this pack comes fromThe AP mailbox took about 400 vendor emails a week across six entities. A “Payment Failed” notice sat unopened for a day, and nobody could say which entity the account belonged to.Marcus · controller, $180M industrial distributor
part of our eval suite · difficulty: moderate · builds that fail it don't ship