Join.To.IT builds accounting automation software for corporate finance teams: accounts payable, accounts receivable, close checklists, and document capture into the ERP you already run. This is not practice, engagement, or time-and-billing software for public accounting firms.
In-house finance teams live in the ERP, shared inboxes of vendor PDFs, spreadsheet trackers for close, and a collections list that lives in someone’s head. Generic AP tools ignore how your coding, approvers, and entities actually work.
We build automation around that operation: capture, AP and AR workflows, close tasks, and document search — posting into the system of record you already licence. If you are an accounting firm looking for engagement and practice management, that is our professional services industry page, not this one.
Start with the inbox that delays posting — vendor invoices or overdue AR — then extend into close without replacing the ERP.
Vendor invoices from email or portals into coding, matching, and exception queues before a controlled post to the ERP.
Thresholds, entity and department routing, and a trail of who approved — without turning Slack into the ledger.
Aged receivables, promise-to-pay, and collector notes sitting next to invoices — for your company, not for a firm’s clients.
A living close checklist by entity: owners, dependencies, evidence links, and status that controllers can actually run.
Contracts, invoices, and close binders searchable by the team that owns them, with retention you define.
Controlled writes and operational dashboards. The general ledger remains in your ERP; we do not become a second set of books.
Finance automation pays off on documents and checklists. AI extracts invoice fields, suggests coding, and summarises close evidence. Posting, approvals, and judgement stays with your team and your ERP.
Our Join.To.IT AI development team connects these capabilities to your invoice archive, close binders, and approved accounting policies.
Pull vendor, amounts, dates, and line hints from PDFs, with confidence scores and a human queue for exceptions.
Suggest GL, cost centre, and tax treatment from history and your rules. Accountants accept or correct before posting.
Summarise evidence attached to a close task so reviewers start with context, with links back to the source files.
Draft reminder and statement emails from your templates for collectors to review before send.
Answer internal questions from your accounting manual and close playbook, with citations — not as external tax advice.
We integrate with ERP and accounting systems, banks and payment files, vendor portals, e-invoicing networks, and the identity tools your employees already use.
We do not replace your ERP as the books, do not provide statutory audit opinions, and do not sell practice management for accounting firms.
ERP screens were built for posting, not for how your shared-services team works exceptions. Point AP tools fight your coding model. Practice software is built for firms, not for a corporate controller.
Entities, intercompany, and approval matrices rarely match an off-the-shelf AP happy path.
Checklists in slides do not show blockers, evidence, or who is actually done.
Collectors need worklists, promises, and disputes — not another aging PDF.
Automation should post cleanly, not silently become a second set of books.
Engagement, time, and client accounting for practices is not this page. Corporate AP/AR/close is.
The same Join.To.IT delivery process, applied to capture, AP/AR workflows, document automation, and close.
Map invoice capture, approvals, AR collections, and close as they run today, including where items wait on coding or evidence.
Define invoice and close data models, approval matrices, ERP posting contracts, and how every approval and post is logged.
Design exception queues and close boards that controllers will run, with ERP remaining the system of record.
Build capture and AP exceptions first, then AR worklists, close checklists, and document search in slices finance can UAT.
Test duplicate invoices, failed posts, permission boundaries, and incomplete close evidence before a live period.
Launch with one entity or process, watch exception aging through a close, then extend entities and workflows with real volume.
We choose technologies based on your ERP interfaces, invoice volume, and the access model internal audit expects.
Practical answers for controllers, heads of shared services, and finance systems owners in operating companies.
