Resources

Reports

Foundations of AP Automation

Learn the basics of accounts payable automation in this report.

Top 10 Reasons to Automate your Accounts Payable Process

Learn about some of the great reasons to automate your AP process.

See how we compare to Bill.com

Take a look at how we compare to Bill.com.

Best Finance Technologies for Small Businesses

Find out what technologies your small business finance team should leverage to be successful. 

Fraud in the Accounts Payable Process

Discover the way fraudsters could be stealing from your company, and what you can do about it.

How to Execute the Perfect Free Trial

Be prepared to get the most out of your next free trial

How to Ace Your Next Audit

Get ready for your next audit like a pro. Read this step-by-step guide to tackling your next annual audit.

Articles

working at computer

When to hire a CFO

December 2, 2020

Are you a small business owner and your growing company doesn’t have a CFO yet? This post shares a few insights into when you might consider bringing an executive onboard to focus on your financials.

Holiday dinner picture

Choosing your 2021 Paid Holidays

November 9, 2020

It’s time to announce your 2021 holiday schedule. But maybe you have some questions: Should you make any changes or just re-do what you had last year? What changes are other companies making? Here is some helpful advice as you look to set your holidays for 2021.

Time for a big decision: One Monitor or Two?

October 8, 2020

Lots of companies offer employees the option of having two monitors (or more). But is it really better to have multiple monitors?

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Forecasting T&E Spend for 2021

September 25, 2020

Trying to forecast T&E spend for 2021 but don’t know where to start? Try this.

Best Excel Tricks for Accountants and Bookkeepers – Volume 2

August 25, 2020

This is Volume 2 in our popular series of best excel tips and tricks for accountants and bookkeepers. Real-world, practical, time savings tips for you and your team to leverage.

woman working nervous

Email Impersonation Payment Fraud

August 23, 2020

There are many ways fraudsters are attacking companies right now. One of those ways is to impersonate a person of authority at your company in an email and request a payment, usually urgently. In this post, we’ll break down that scheme and show you some ways to build a strong defense to avoid it.

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Best controls for your accounts payable department

August 3, 2020

This article focuses on the best controls that accounts payable teams can adopt to help mitigate the risk of fraud, late fees and incorrect payments.

Man working on laptop

Best Excel Tricks for Accountants and Bookkeepers – Volume 1

July 21, 2020

If you’re an accountant, chances are you are in Microsoft Excel quite a bit. Here are some useful tips and tricks for accountants and bookkeepers.

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Is Your Accounting Team Stressed Out?

July 10, 2020

Is Your Accounting Team Stressed Out? Six Ways AP genie Can Help

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How to set up your chart of accounts in QuickBooks Online

June 19, 2020

How to set up your chart of accounts in QuickBooks Online. This guide shows you some steps to take to be successful while setting up your chart of accounts in QuickBooks Online.

Frequently Asked Questions

AP genie is a solution that helps companies automate their accounts payable process.  Our solution helps to grab your invoice data by reading the characters on an invoice, route invoices for approval, process the accounting for each bill and facilitate the payment to the vendor.  You can access the system through our web-based application and also via our mobile application (iOS and Android).

We're glad you asked.  We have a 30-day trial, so there is no risk.  You don't even need to enter your credit card.  To start your free trial, please click here

We currently only connect with QuickBooks Online.  You can also use AP genie without connecting to an accounting system directly by utilizing our robust reporting features or for process improvement and automation purposes.

Yes, we charge a platform fee for each user in the platform and we charge a fee per company if you have more than five companies in the platform.  There also may be charges based on the volume and type of payments that you make through the platform, but those are at your discretion. You can find out more about our pricing here

Yes!  Our product is built to facilitate accounting firm usage on behalf of clients. A firm using AP genie on behalf of its customers can gain efficiencies and leverage team members across their portfolio with the use of AP genie.

We offer product support via email.  Please email us your inquiry at support@apgenie.com and we'll try to get back to you as soon as possible.

Great question.  We're industry agnostic, so really any business that gets invoices (bills) would be an ideal user of AP genie.  If you are tired of enter data or chasing down approvals, then try us out. 

Yes, AP genie is a 100% cloud-based (or SaaS/hosted) application.