Stop typing invoices into your ledger. The Accounts Payable AI Agent is live in Levvy.
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For most accounting firms, AP intake looks the same.
Open the email. Download the attachment. Open the PDF. Type the invoice number, date, and total into QBO. Match it to the right vendor, or create the vendor if it's new. Categorize the expense. Attach the original PDF. Rename the file. Drop it in the right folder. Update the tracking spreadsheet. Move to the next invoice.
Then do it 200 more times before the month is out.
A senior bookkeeper, paid for their judgment, spending most of their week as a data clerk.
The AP Agent is live in Levvy. It runs the entire AP intake process end to end - scans the inbox, extracts invoice details, creates the bill in QBO, syncs to Google Sheets, files the PDF - and hands your team back the time they've been losing to it.
The most expensive work nobody hired for
Every invoice your team processes takes time. Open the email, download the attachment, type the fields into QBO, match the vendor, categorize, attach, rename, file, update the tracker. Across a client doing 200 invoices a month, you're looking at most of a working day per week. Per client.
Multiply by the CAS clients on your roster and AP intake is one of the biggest labor costs in your firm. It's also the work least likely to need any of the skills you hired your team for.
The AP Agent doesn't replace the bookkeeper. It replaces the typing.
From inbox to QBO, automatically
The AP Agent reads invoices arriving in your connected inbox, extracts the fields that matter - invoice number, date, total, vendor - and creates the bill in QuickBooks Online. The original PDF attaches to the bill automatically. The bill syncs to a Google Sheet you've connected, with a direct link back to QBO for every line, so you have the running record alongside the books.
This is the full pipeline. Not "AI that extracts data and you handle the rest." End to end. Email arrives, bill exists in QBO, sheet is updated, file is filed. The only intervention point is approval.
For a firm processing hundreds of invoices a month, this is hours of weekly labor that disappears.
The agent does the heavy lifting. You stay in control.
The AP Agent doesn't push bills to QBO without your approval.
When the agent finishes extracting invoices, the task status moves to approval pending and the approver you set on the workflow gets notified in Levvy. You open the review interface and see two views side by side: the original invoice on the left, the extracted fields on the right.
Review what needs reviewing. Override anything the agent got wrong. Ignore any file that shouldn't have been pulled in. For invoices where every required field came back clean, you can still double-check before approving.
This is the trust contract. The agent handles the work that should have been automated years ago. Your team handles the judgment.
New vendors, handled in the same flow
New vendors are the thing that breaks most AP automation. An invoice arrives from a vendor not yet in QBO, the automation fails, and someone has to jump into QBO to set up the vendor manually before anything can post.
The AP Agent handles this inside the review flow. If an invoice comes in from a vendor that doesn't exist in QBO yet, the agent flags it for review and lets you create the new vendor right there. The new vendor syncs to QBO automatically. The bill posts. No context-switching, no separate QBO session, no broken pipeline.
Categories that match how the vendor is usually coded
For existing vendors, the agent pulls the first category from the vendor's most recent bill and uses it as the default. So you're not starting from scratch on every invoice. You're starting from how that vendor has historically been categorized.
You can override it. Most of the time you won't have to. The category that worked for the last 12 invoices from that vendor will usually work for the next one.
Every invoice filed, renamed, in the right folder
The agent doesn't just create the bill. It handles the filing.
When invoices arrive, the agent creates an Email Attachments subfolder inside the workflow folder and organizes incoming files by extraction date, keeping the original filename. After approval, every processed invoice moves to a Processed Invoices subfolder and gets renamed with the vendor name and invoice date.
This is the file management problem most firms still solve by having someone manually download, rename, and move PDFs. It happens in the background now.
Just another Levvy workflow
The AP Agent isn't a separate AI tool bolted onto your system. It's a workflow in Levvy.
Add it to a client from the prebuilt template library. Save it to your company library so any team member can deploy it across any client. Set the approver. Connect the email inbox where invoices arrive, the client's QBO account, and the Google Sheet you want updated. Set the schedule - weekly, biweekly, monthly, however your engagement runs.
Agent tasks have a rainbow ring around them so they're easy to spot in the workspace. Open one and you see who's approving, when it's scheduled to run, every step the agent will take, and a real-time progress indicator showing where it is in the process. The Google Sheet you connected sits in the Resources tab so you can open it without leaving the task.
If your team already knows how Levvy workflows work, they already know how the AP Agent works.
The math that changes everything
Here's what changes when an AP intake workflow that took most of a workday each week takes 30 minutes of review.
A bookkeeper doing AP across eight CAS clients has just gotten a working week back, every month. That's time freed up for reconciliations, advisory work, exception handling, anything else that actually needs a human.
For your firm, that's either capacity to take on more clients without hiring, or margins on existing engagements that suddenly look very different. AP as a service stops being the work nobody wants to staff and starts being a profitable offering.
The AP Agent is live in Levvy, available now in the prebuilt workflow library.
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