Built for Professional Services

    AP automation for professional services firms

    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.

    See supported ERPs

    AP problems specific to professional services

    1. Every invoice needs a project code

    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.

    2. Subcontractor invoices need time reconciliation

    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.

    3. Partner-level approval routing

    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.

    4. Expense reports and invoices overlap

    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.

    5. Client rechargeability flags matter

    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.

    6. ERP fit matters less than project-system fit

    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.

    How it works for professional services

    Project-level coding required and enforced

    Pulled from the project system.

    Subcontractor-to-time reconciliation

    Where supported by the project system.

    Role-based partner approvals with delegation

    Out-of-office re-routing supported.

    Unified AP inbox

    Vendor invoices and expense reports in one queue with appropriate handling per type.

    Client-rechargeability at coding

    Flows to the project transaction record.

    Native integration with Intacct, NetSuite, Deltek, Oracle

    Financial ERP and project system kept in sync.

    Estimate your savings

    Model the impact of EZ Cloud against your current AP cost structure.

    Net monthly savings
    $18,970
    Annual savings
    $227,640
    ROI
    949%
    Payback
    0.1 mo

    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.

    Frequently asked questions

    How does EZ Cloud enforce project coding on every invoice?

    Can EZ Cloud reconcile subcontractor invoices to timesheets?

    How does partner approval routing handle out-of-office?

    Can I route expense reports through EZ Cloud too?

    How is client-rechargeability tracked?

    Which project and ERP systems does EZ Cloud integrate with?

    What about multi-currency for firms with international offices?

    What's implementation like for a professional services firm?

    What's the security posture?

    Ready to see EZ Cloud on your project and ERP systems?

    Book a 30-minute discovery call and we'll walk through the integration against your setup.