Cut procure-to-pay from four files to one trigger
Series B, clinical-stage · QuickBooks
- Series B, clinical-stage
- QuickBooks
- Excel, PDFs
- Contract log, budget
2–3 hrs/wk → 0
Time back to the manager; the least fun part of the close
4 files → 1 trigger
One trigger updates contract log, PO, budget, and accrual workbook in sync
Full audit log
Every AI step traced — what was read, decided, written
“Contracts used to live on my desk for days; read, log, budget, accrual, four files, all by hand. Now one trigger updates everything. I review the deltas.”
50+ contracts, all by hand
The contract process: open the PDF, read the fee structure, log the vendor and program into the contract database, set up the PO, find the right line in the budget file, then copy everything into the accrual workbook.
Four files, four chances to miss a detail. 2–3 hours a week of pure stitching — the longest, least fun part of the close.
One trigger, four files, batched
Process orchestration
Drop executed contracts in a folder, ping the Billow agent on Teams, walk away. The agent reads each PDF and extracts vendor, program, department, fee structure, GL coding, and dates; logs the contract, stages the PO, finds the budget line, and populates the accrual workbook. Fields it can't determine are flagged TBD for human review.
Audit-ready output
Every step the agent takes is logged: what was read, what was decided, what was written, where it landed. The auditor opens the log, traces any line back to source, done. Re-runs match. Manager-in-the-loop on every batch.