AP Agent · Accounts payable

AP reconciliation, done before you sit down.

The AP Agent matches invoices to POs, finds missing PO numbers, and catches duplicates before they hit the GL. It works inside Vista and asks before it posts.

How it works.

Every month your team re-keys reference numbers, hunts for missing POs, and tries to catch duplicates before they reach the general ledger. The AP Agent does that work in minutes. It reads open invoices from Vista AP, matches each to its purchase order, and clears what it is sure of. Anything ambiguous is surfaced for your call, never posted silently.

What it produces

A reconciled AP ledger with every match logged and every exception surfaced, ready for your review and export-ready for your auditor.

Procedure
01

Reads

Pulls open invoices from Vista AP in real time.

02

Matches

Ties each invoice to its PO and line items.

03

Flags

Surfaces missing PO numbers and probable duplicates.

04

Posts

Asks first, then posts confirmed matches and logs the action.

In motion
Connected
User
Show me unmatched AP > $50k from the last 30 days
Agent
Pulling from Vista AP
Found 7 invoices. Three are missing PO numbers.
Want me to flag them for reviewer group?
* Live screenshot at launch

See it run against your books.

A 30-minute working session, not a sales pitch. We will run it against a real Vista setup and you can decide for yourself.