Project-based coding, expense-to-invoice workflows, partner-approval routing, and native posting into the ERP that runs your practice — NetSuite, Deltek, Intacct, or Oracle.
Professional services spend — subcontractors, travel, software, facilities — is coded to a project, client, and phase. Generic AP tools treat project as an afterthought. EZ Cloud codes project at the line level, pulls project lists from the ERP, and enforces required fields based on firm policy.
Subcontractor invoices often reference hours on a project. Those hours need to reconcile to approved timesheets before posting. EZ Cloud can match subcontractor invoices to time data where the ERP tracks it.
Partners approve project spend. Generic routing tools struggle with role-based approvals that also respect delegation (partner out of office, deputy covering). EZ Cloud's routing supports role-based approvals with delegation rules and out-of-office re-routing.
Consultant expense reports and vendor invoices both land in AP. Generic tools treat them as separate pipelines. EZ Cloud unifies the AP inbox and applies expense-report-specific handling (policy checks, receipt data extraction) where relevant.
Whether a vendor invoice is client-rechargeable or firm-absorbed affects coding and reporting. EZ Cloud captures rechargeability at coding and posts it to the project transaction record.
A PS firm might run Intacct for GL and Deltek Vantagepoint or NetSuite OpenAir for projects. The AP tool needs both. EZ Cloud posts into the financial ERP and cross-references the project system for project-code validation.
Pulled from the project system.
Where supported by the project system.
Out-of-office re-routing supported.
Vendor invoices and expense reports in one queue with appropriate handling per type.
Flows to the project transaction record.
Financial ERP and project system kept in sync.
Model the impact of EZ Cloud against your current AP cost structure.
Estimates. Model uses 75% processing-time reduction and 90% exception-automation baseline, before your EZ Cloud subscription.
* Estimates based on industry averages. Your actual results may vary.
Book a 30-minute discovery call and we'll walk through the integration against your setup.