Shiftsuite

Shiftsuite

Accounts Payable Automation For Shiftsuite

Connect ShiftSuite’s powerful accounting platform with LeapAP’s purpose‑built AP automation to eliminate manual bookkeeping, speed up approvals, and give boards and managers real‑time financial clarity, all without leaving the tools they already know.

  • Two‑Way, Field‑Level Sync – Vendors, GL accounts, properties (entities), jobs, and bank accounts stay perfectly aligned, no CSV imports or exports.
  • AI‑Driven Invoice Capture – Email, drag‑and‑drop or scan invoices; LeapAP AI-powered data extraction pulls out key invoice data quickly and accurately.
  • Board & Manager Friendly Approvals – Mobile approvals, reminder nudges and past history visibility shrink cycle time by up to 80 %.
  • Click‑Once Payments – Release EFT/ACH, checks or virtual cards inside LeapAP; all remittance and cleared‑date details flow straight back to ShiftSuite
  • Two‑Way, Field‑Level Sync – Vendors, GL accounts, properties (entities), jobs, and bank accounts stay perfectly aligned, no CSV imports or exports.
  • Audit‑Ready Trail – Every invoice image, approval, comment and payment reference is time‑stamped and stored for seven years.
  • Capture – Invoice received; extracts property, vendor, invoice #, date, amount, taxes.
  • Code & Validate – GL account, memo/description as needed.
  • Approve – Role‑based routing based on many customizable variables such as invoice amount, expense type.
  • Post – Approved bill with image posts to ShiftSuite.
  • Pay – Funds released via LeapAP payments engine.
  • Multi‑entity & multi‑bank support – automatically maps invoices to the correct property/entity and bank.

  • Duplicate‑invoice protection – invoice‑number/vendor combination checked across both platforms instantly.

  • Granular permissions – distinct roles for site staff, property managers, regional directors, board members, auditors and AP clerks.
  • Invoice file upload – effective document retention and easy file searching as invoice files are attached to bills in ShiftSuite.

Does the connector cost extra?
No. The ShiftSuite connector is included in every LeapAP subscription plan.

How often does data sync?
About every 30 to 45 minutes, automatically via an API integration.

Can I restrict the sync to certain corporations?
Yes, during setup you select which entities and bank accounts LeapAP is allowed to post to.

What payment rails are supported?
EFT, printable checks and virtual credit cards. All payment details are automatically updated in ShiftSuite.

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