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Connect your ERP
API integration with NetSuite, Sage Intacct, and QuickBooks. No data migration. No downtime.
AI agents that run AP, AR, and reconciliation inside your ERP, with guardrails, auditability, and zero manual drag.
Pay applications, supplier invoices, and owner billings still get keyed by hand because generic automation misses the documents that matter. ProcIndex agents capture, match, code, route, and post this work inside your ERP, under approvals and tolerances you configure.
Five agents that handle AP, AR, reconciliation, vendor follow-up, and close work for construction and manufacturing finance teams inside your existing ERP. No new system to learn.
Captures invoices and pay applications from any source, matches to POs, codes GL, routes approvals, and syncs to your ERP.
Drafts support schedules, rolls forward reconciliations, escalates blockers, and keeps every entity moving toward close.
Sends invoices, tracks payments, follows up on overdue accounts, resolves disputes, and forecasts cash flow.
Matches bank transactions to invoices, auto-categorizes, clears exceptions, and flags discrepancies.
Handles vendor communication, follows up on missing documents, and keeps supplier records current across entities.
Connect your stack once, start with clear guardrails, and let the agents take over repetitive finance operations as confidence builds.
API integration with NetSuite, Sage Intacct, and QuickBooks. No data migration. No downtime.
They study your GL structure, approval chains, vendor preferences, and coding patterns.
Human-in-the-loop for week one. Confidence thresholds ensure nothing slips through.
Agents process routine transactions with human review for exceptions, with full dashboard visibility and audit trail.
No black boxes and no shadow ledgers. ProcIndex keeps your ERP as the system of record and attaches evidence to every action it takes.
“Before ProcIndex, our team started every day in inboxes, portals, and approval follow-ups. Now invoices are captured, matched, and coded before anyone logs in, and the team can focus on exceptions and close instead of manual work.”
CFO guides on the workflows these teams actually run, linked from content that already exists on the blog.
Book a live walkthrough of the workflows above on your ERP, your document types, and your controls.
Book a Demo