For Accounting Firms of All Sizes
Propelling Growth through Workflow Automation
Accounts Payable and Inventory Automation Solutions
Benefiting small accounting practices and large enterprise-level firms.
Our Accounting Firm Products
Accounts Payable Automation
Automate all your invoice processes for goods, services, and alcohol. Gain insights with our user-friendly portal, offering comprehensive reporting on all invoice data to safeguard your margins.
NEW MODULE: Expected Cost Analysis
Automatically compare what you would expect to pay for a product against the cost on the invoices you process through Fintech
Inventory & Vendor Data Management
Eliminate inventory holding costs and shrink with a consignment selling solution. Help your clients adapt rapidly to their customers demand, drive sales growth, and achieve significant cost savings.
Invoice Processing Automation for Accounting Firms
Whether you serve one client or one thousand, we all share common challenges and best practices.
PaymentSource for Accounts PayableBenefit from Free, Lite, Pro, and Premium levels.
Integrate and Eliminate Manual Time-Consuming Invoice Data Entry
Integrating with Fintech standardizes your clients' invoice data and returns it in the preferred format through a seamless integration, eliminating manual entry for goods, services, supplies, and alcohol purchases. This reduces human errors and saves up to 10 minutes per invoice on data entry.
Benefit From Three Ways to Digitize & Standardize Invoice Data
After we receive and standardize your clients’ invoice data, we populate it inside a personalized portal and send it back through an integration or daily file.
We ingest invoice data three convenient ways:
- Directly from vendors, suppliers, and alcohol distributors through an integration
- Through Fintech’s Invoice Builder – vendors can create and upload invoices inside our portal
- By a scan and upload of the paper invoice
Realize Business Purchases Quickly
Fintech enables accounting firms to efficiently manage business purchases by seamlessly sending all invoice data directly to a back-office system through a single integration. This ensures timely data capture, eliminates invoice data entry delays, and simplifies business performance evaluations before finalizing period results.
Easily Access Invoice History and Insightful Reporting
Looking for client invoices? They're stored in our invoice "vault." Your clients' data is integrated into a personalized Fintech portal, offering 15 months of purchase history across vendors, suppliers, and distributors. Easily access reports, including spend by category or vendor, cost variance and top-product reports for alcohol, split case fee reporting and many more.
Automate Alcohol Invoice Payment
Whether your clients operate in a state that requires COD for alcohol purchases, offers specific terms, or both, Fintech's PaymentSource automates alcohol invoice payments, ensuring compliance with state regulations. Payments are made per the invoice due date and can be monitored inside the Fintech portal.
If you would like to sign your client up for automated alcohol invoice payment only, you can register them here for our Free plan and receive a no-obligation trial of all portal benefits.
Empower Your Clients with Flexible Payment Solutions for Goods, Services, and Supplies
An added convenience but not required, Fintech’s PaymentSource provides a variety of ways to pay and approve invoices for non-regulated goods, services, and supplies in one place.
In the portal, you can:
- Schedule a check or ACH payment
- Select invoices to autopay, invoices will be paid per the due date after approval
- Approve invoices
- Select invoices to auto-approve
Simplify Governance, Increase Margin Control, and Maintain Store-Level Compliance
The Fintech portal empowers accounting firms to efficiently manage multiple client locations through a master account.
Firms can effortlessly:
- Pinpoint areas of opportunity to improve purchasing habits
- Compare expected costs to invoice cost across alcohol purchases
- Use purchase order to invoice matching functionality to lower exception rates, and more
Learn more about expanding controls over governance, compliance, and reconciliation across invoice management with ReconSource® and OrderSource®.
More for Mid-Size and Enterprise Retail Clients
Free Up Your Client's Cash Flow and Reduce Their Shrink
With Scan-Based Trading (SBT), your clients only pay for what they sell—transforming how they manage inventory and protect their margins.
- Eliminate upfront inventory costs and free working capital for growth
- Reduce stock surplus and out-of-stocks on shelves
- Minimize shrink losses with item-level visibility at point of sale (POS)
Help Clients Keep Up with Their Customer Demand
Traditional inventory models often leave retailers with overstocks or empty shelves. SBT enables agility to respond to shifting customer preferences.
- Leverage POS data for real-time insights by SKU and location
- Forecast item replenishment more accurately with supplier collaboration
- Replace underperforming products with high-demand items to maximize sales
Simplify Client Operations and Save Them Time
Manual inventory and payment processes drain resources and lead to human errors. SBT automates and streamlines back-office workflows.
- Automate supplier payments and reconciliation
- Proactively detect discrepancies for faster issue resolution
- Reduce time spent on receiving, managing, and forecasting inventory
Help Clients Scale Without Added Back-Office Strain
Growing a retail business shouldn’t mean adding more manual processes or staff. A third-party SBT platform gives you the support to expand confidently.
- Simplify and speed up supplier onboarding with established connections
- Standardize invoice data across all vendors for consistency
- Gain a neutral, audit-ready platform that supports long-term growth
Get Started Today!
Complete the form to connect with a Fintech team member and learn more about our automation solutions.
