AP three-way match
Matches each invoice to its purchase order and receipt. Marks it ready to pay, hold or do not pay, and tells you why.
How it works
Three steps. No prompting required.
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1
We learn your workflow
We sit with your team and see how the work gets done today. Paper, spreadsheets and all.
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2
We set up your branded workflows
You get your own portal with assistants built for each role. Tailored to your process, not the other way around.
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3
Your team clicks, reviews, approves
Staff pick a workflow and check the result. People stay in charge. Nothing is final until someone approves it.
Example workflows
Built for the work that piles up.
Bookkeeping and bill entry
Reads bills and receipts, suggests the vendor, account and amounts, and drafts the entry for your bookkeeper to review.
Month-end reporting pack
Pulls your numbers together and drafts the monthly pack with short commentary, ready for review before it goes out.
Why SimplyAI
Practical help, from people who know finance.
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Helps your staff. Doesn't replace them.
We take the repetitive steps off their desk so they can focus on judgment calls and your customers.
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The right tool for each task
AI where it helps. Simple rules where they're enough. No technology for its own sake.
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Processed in Canada. Approved by people.
Your data is processed in Canada. A person on your team approves before anything is final.
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Backed by a CPA-led advisory firm
Simply Solutions works in finance, ERP and back-office systems every day. We know how the work actually runs.
Not sure where to start? That's the point.
Tell us about your back office. We'll show you one or two places where AI can help, in plain language.
Book a discovery call