peekgenticGuides · Office automation
Accounts payable automation in Dallas-Fort Worth
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The AP desk at most DFW manufacturers
At the 40 to 400 person manufacturers and distributors we visit around Dallas-Fort Worth, accounts payable is often one or two people who also cover other desks. Invoices arrive as PDFs in a shared inbox, by mail, or in a vendor portal. Each one gets opened, typed in line by line, and checked against the PO and what the warehouse actually received. Price changes and short shipments get caught late, sometimes after the check is cut.
How AP automation works
- Invoices are collected from the AP inbox (and scans of the paper ones) as they arrive.
- Each invoice is read: vendor, invoice number, lines, totals, freight and terms.
- It is matched to the PO and the receipt, a 2-way or 3-way match.
- Clean matches are queued for approval in a batch. Mismatches are flagged with the reason: wrong price, short quantity, missing receipt.
- Approved invoices are entered in your accounting system, ready to pay on your schedule.
| Today | After |
|---|---|
| Type every invoice line | Read automatically |
| Look up the PO and receipt by hand | Matched, differences highlighted |
| Catch price changes after payment | Caught before approval |
| AP falls behind when someone is out | The queue keeps moving; a person still approves |
Why a local team helps
- We sit with your AP person for 20 minutes and see the real invoices, the real vendors and the real exceptions. Anywhere in Dallas-Fort Worth, free.
- We sign an NDA first if you want one. Your vendor and pricing data stays yours. More on how we protect your data.
- Nothing is paid without a person. Software prepares and matches; your team approves.
The general version of this guide is accounts payable automation for mid-size manufacturers. If the same people also enter customer orders, see order entry automation in Dallas-Fort Worth.
We build this for you. Custom software built around how your team already works: order processing, purchasing, parts and service orders, reports, AI assistants and more. A person approves every step, and nothing has to be replaced. See it: Billing, custom-built → · Everything we build
FAQ
Who does accounts payable automation in Dallas?
Peekgentic, a Dallas, Texas team that automates AP, order entry and purchasing for manufacturers and distributors across Dallas-Fort Worth, including Garland, Mesquite, Richardson, Plano, Irving, Arlington and Fort Worth.
Do we need new accounting software?
No. The automation works with the system you already use, such as Sage, QuickBooks or your ERP.
Does someone still approve payments?
Yes. Software reads and matches invoices; a person on your team approves every one before it is entered or paid.
Will you come to our office?
Yes. The first visit is free and in person anywhere in Dallas-Fort Worth: 20 minutes watching your AP desk. We sign an NDA first if you want one.
What does it cost?
It depends on the volume and the exceptions. We figure it out after the first visit, and you see the price before we build anything.
Get more out of every person in your office.
Peekgentic is a Dallas firm that builds custom software around the way your team already works: orders, purchasing, invoices, spreadsheets, email. Not a one-size-fits-all platform you have to bend your process to fit. Your know-how goes into a system that's simple to use, so a new hire gets up to speed fast. We'll come watch how your office runs for 20 minutes and tell you straight where it's worth automating.