← Autessa for Finance

AP · AP allocation

AP coding shouldn't be done by hand.

Autessa captures invoices at volume, applies your project, task, and department coding automatically, and routes a complete entry for approval — with or without an ERP.

Capture · code · approve

The problem

Processing AP invoices correctly is largely manual.

Every invoice has to be captured, entered, and coded. For project-based work the coding is where the time and risk concentrate: allocation across project, task, and department, on every line. To keep pace at volume, teams replicate a prior period's entry and adjust the figures, which carries forward coding that may no longer be valid.

Why it happens

The prior entry assumes nothing changed. Job mix shifts, a project closes, a phase changes, and the carried-forward coding is no longer correct — but it gets copied anyway because re-coding by hand every period is slow.

Where it lands

Incorrect project and task coding distorts job cost and project profitability. It does not show at entry; it shows in the numbers you report, after the period is closed.

What it is

Capture is the easy part. The hard part is getting the allocation right, consistently, on hundreds of invoices, without doing it by hand each period.

Get the manual coding off your team.

Book a 30-minute demo and we'll show it live, then a free pilot on your own data.

The solution

Capture, code, and approve in one place.

Autessa gives your team a workspace built for AP. Invoices are captured at volume across formats, coded and allocated the way you want them done, and routed through your approval. Once each one is clean and approved, it posts complete — into your ERP through the integration, or wherever your books live.

Capture

Hundreds of invoices, cleanly

Bring invoices in at volume, across formats. Line detail, amounts, and notes are read and structured, ready for coding without manual entry.

Scan, email, or drop in → structured invoice data
Allocate

Coding applied automatically

Project, task, and department coding are applied from your defined rules rather than entered by hand, the same way every period.

Vendor split → 40% Ops · 35% Field · 25% Admin
The point is not a fixed feature list. If your team can describe how a vendor should be coded, Autessa can apply it — clear rules run as defined logic, messier invoices use AI to read and propose the coding for review. Your allocation logic, applied consistently, so the work stops being manual and the approval stays yours.
Capture · code · approve

How it fits

A complete, approved entry — wherever your books live.

Capture, coding, and approval happen in Autessa, where that work is faster and cleaner. What reaches your ERP is a complete, approved entry, posted into your existing structure with nothing to re-key.

1Invoices come in: scanned, emailed, or dropped in
2Captured and structured, ready for coding
3Allocation applied from your rules: project, task, department
4Routed to your team for review and approval
5Posts as a complete entry, coding intact — into your ERP or your books

Approval stays with your team. Autessa does the capture and coding; your people review and sign off before anything posts.

AP allocation works with or without an ERP. On Acumatica or NetSuite it writes back through the integration; on its own, the coded entry is yours to export.

This is one of several finance workflows Autessa runs. Start here; the rest is there when you want it. See all →

Questions finance teams ask

Straight answers before you book.

How does Autessa automate AP invoice allocation?+

Invoices are captured at volume across formats, the allocation is applied from your rules across project, task, and department, and a complete entry is routed to your team for approval. The manual coding step is removed; the sign-off is not.

How does it handle vendor-based percentage splits?+

You set a fixed-percentage split once against a vendor, for example 40% Operations, 35% Field, 25% Admin. When an invoice from that vendor comes in, the split is applied automatically, so no one re-enters the distribution each period.

Does automated allocation remove human approval?+

No. Autessa applies the coding; your team still reviews and approves every invoice before it posts. Automation removes the manual entry, not the sign-off.

Do I need an ERP to use this?+

No. AP allocation works with or without an ERP. If you run Acumatica or NetSuite, Autessa writes the complete, approved entry back through the integration. If not, the coded entry is yours to export into whatever your books live in.

What invoice formats can it capture?+

PDFs, scans, photos, emailed attachments, and more, in varying layouts. Line detail, amounts, and notes are read and structured for coding without manual entry, so a new vendor format does not require setup.

How does it know the right coding for a messy invoice?+

Clear rules run as defined logic. For messier invoices, Autessa uses AI to read the document and propose the coding for your team to review, so even non-standard invoices get a suggested allocation rather than a blank line.

How long does it take to set up?+

Most teams are live in one to two weeks. Setup is configuring Autessa to your allocation rules, not a long implementation project, and it does not require an IT lift on your side.

Book a meeting

See what AP looks like without the manual work.

Thirty minutes on invoices like yours, captured and coded automatically and routed for approval. Then prove it on your own invoices.

Live in two weeks. Run it on your own data for 30 days. If it doesn't do what we showed you, walk away owing nothing.

SOC 2 Type II compliant. Your IT team can review everything at our Trust Center.