How do you help prevent payment errors?

We support invoice checks, PO matching, duplicate payment review, vendor detail verification, approval tracking, and clean documentation before payments are released.

Can you handle international vendors?

Yes. We can support international vendor documentation, invoice tracking, payment coordination, W-8/W-9 collection support, and communication follow-ups.

What about 1099 support?

We help collect vendor information, organize W-9 forms, maintain payment records, and prepare documentation your CPA or tax professional may need for 1099 reporting.

What AP tasks can we delegate?

You can delegate invoice intake, digital indexing, PO matching, GL coding, approval tracking, vendor follow-ups, AP aging reports, and reconciliation support.

Can you work inside our AP software?

Yes. Our AP support team can work inside tools like QuickBooks, Xero, Bill.com, Dext, NetSuite, Zoho Books, Sage, Excel, and shared inboxes.

Who approves final payments?

Your internal team always controls final payment approval. United Alliances helps organize and prepare the AP workflow so approvals are easier and better documented.

Can you help clean up AP backlogs?

Yes. We can help organize unpaid invoices, vendor statements, aging reports, missing documents, duplicate entries, and pending approvals.

AP Workflow Support

Accounts Payable Services | Built for Vendor Control

United Alliances helps manage invoice intake, vendor communication, PO matching, approval tracking, payment coordination, and AP documentation — so your bills stay organized and your team avoids payment delays.

Real people.Real expertise.Real results.

Active Pipeline

VA Live Desk

Invoice Intake & Digital Indexing

In queueUpcoming

PO, Receipt & Invoice Matching

In queueUpcoming

GL Coding & Data Entry

In queueUpcoming

Save 60%vs. in-house hiring

1/3

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

17Tasks Handled

100%Dedicated VAs

Invoice Intake & Digital Indexing

PO, Receipt & Invoice Matching

GL Coding & Data Entry

Approval Workflow Tracking

On-time Payment Execution

Vendor Portal Management

Expense Claim Processing

Statement Reconciliation

Duplicate Payment Review

AP Aging Report Management

Cash Requirement Forecasting

Vendor Communication Support

Form W-9 Collection & Filing

W-9 Collection & Filing

Early Payment Discount Tracking

Spend Analysis & Reporting

Disputed Invoice Resolution

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

01

AP Workflow Setup

We align invoice intake channels, approval rules, vendor records, payment timelines, and accounting system access.

02

Invoice Intake & Review

Your AP support team captures invoices, checks details, indexes documents, and prepares them for matching and coding.

03

Approval & Matching

We support PO matching, receipt verification, GL coding, approval follow-ups, and pending item tracking.

04

Payment & Reconciliation Support

Approved bills are organized for payment coordination, vendor updates, and accounting reconciliation support.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Virtual Assistant

We Handle Directly

Your Agency Focus

Your Team Focuses On

Invoice data entry and document indexing

Final payment approvals

Core

PO matching and GL coding support

Vendor relationship decisions

Core

Vendor communication and portal updates

Working capital management

Core

AP aging reports and payment tracking

Cash flow planning and business priorities

Core

50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

ADP

Payroll & HR

Bill.com

AP Automation

CCH Axcess

Tax & Compliance

Drake Tax

Tax Preparation

Gusto

Payroll Platform

Intuit ProSeries Tax

Professional Tax

Intuit QuickBooks

Accounting Software

Xero

Cloud Accounting

SEO Tool Training

Hands-on Experience

Quick Onboarding

Lower Financial Operations Costs

Save Up to 70% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

The dedicated insurance VAs from United Alliances handles our renewals and endorsements seamlessly. It feels like they are sitting right in our office.

Briana Patton

Insurance Agency Owner

Having an accounting VA handle our daily bookkeeping and AP/AR has saved our finance team hours each week. The accuracy is flawless.

Bilal Ahmed

Finance Director

Our marketing VA manages all our social channels and email campaigns. The content quality and consistency have noticeably improved.

Saman Malik

Marketing Director

The dedicated insurance VAs from United Alliances handles our renewals and endorsements seamlessly. It feels like they are sitting right in our office.

Briana Patton

Insurance Agency Owner

Having an accounting VA handle our daily bookkeeping and AP/AR has saved our finance team hours each week. The accuracy is flawless.

Bilal Ahmed

Finance Director

Our marketing VA manages all our social channels and email campaigns. The content quality and consistency have noticeably improved.

Saman Malik

Marketing Director

Our AMS data has never been cleaner. They integrated with our workflows in days and immediately cleared our policy servicing backlog.

Omar Raza

Operations Manager

They took over our month-end reconciliation process and completely streamlined it. Highly recommend their accounting VAs.

Zainab Hussain

CFO

From CRM management to lead generation workflows, United Alliances provided exactly the marketing support our agency needed to scale.

Aliza Khan

Sales Manager

Our AMS data has never been cleaner. They integrated with our workflows in days and immediately cleared our policy servicing backlog.

Omar Raza

Operations Manager

They took over our month-end reconciliation process and completely streamlined it. Highly recommend their accounting VAs.

Zainab Hussain

CFO

From CRM management to lead generation workflows, United Alliances provided exactly the marketing support our agency needed to scale.

Aliza Khan

Sales Manager

United Alliances gave us the operational capacity to grow our commercial lines book without adding local headcount.

Farhan Siddiqui

Client Success Lead

Exceptional accounting support. They understand our industry's financial nuances and provide reliable, day-to-day reporting.

Sana Sheikh

Business Analyst

The impact on our lead conversion rates has been noticeable. Our dedicated marketing VA is a vital partner for our growth.

Hassan Ali

Brokerage Manager

United Alliances gave us the operational capacity to grow our commercial lines book without adding local headcount.

Farhan Siddiqui

Client Success Lead

Exceptional accounting support. They understand our industry's financial nuances and provide reliable, day-to-day reporting.

Sana Sheikh

Business Analyst

The impact on our lead conversion rates has been noticeable. Our dedicated marketing VA is a vital partner for our growth.

Hassan Ali

Brokerage Manager

Frequently Asked Questions

common questions about this service — answered.

No direct bank access is required. We help prepare invoices, payment files, approval records, and vendor documentation, while your internal team keeps final payment authorization.

Accounts Payable Services | Built for Vendor Control

United Alliances helps manage invoice intake, vendor communication, PO matching, approval tracking, payment coordination, and AP documentation — so your bills stay organized and your team avoids payment delays.

Start Free Trial

Schedule a Call

VA Live Desk

Invoice Intake & Digital Indexing

PO, Receipt & Invoice Matching

GL Coding & Data Entry

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

Invoice Intake & Digital Indexing

PO, Receipt & Invoice Matching

GL Coding & Data Entry

Approval Workflow Tracking

On-time Payment Execution

Vendor Portal Management

Expense Claim Processing

Statement Reconciliation

Duplicate Payment Review

AP Aging Report Management

Cash Requirement Forecasting

Vendor Communication Support

Form W-9 Collection & Filing

W-9 Collection & Filing

Early Payment Discount Tracking

Spend Analysis & Reporting

Disputed Invoice Resolution

How It Works

A structured, repeatable workflow your VA follows every time.

01

AP Workflow Setup

We align invoice intake channels, approval rules, vendor records, payment timelines, and accounting system access.

02

Invoice Intake & Review

Your AP support team captures invoices, checks details, indexes documents, and prepares them for matching and coding.

03

Approval & Matching

We support PO matching, receipt verification, GL coding, approval follow-ups, and pending item tracking.

04

Payment & Reconciliation Support

Approved bills are organized for payment coordination, vendor updates, and accounting reconciliation support.

We Handle It.You Focus

See exactly what tasks shift off your team — and what stays in their hands.

We Handle Directly

Your Team Focuses On

Productive Hours Logged

Clients Supported

PLATFORM UPTIME

Work Transparency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

Save Up to 70% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Use Savings Calculator

Local In-House Accountant

$65,000+

UA Accounting Specialist

$22,500

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

Frequently Asked Questions

common questions about this service — answered.

Do you need access to our bank account?

No direct bank access is required. We help prepare invoices, payment files, approval records, and vendor documentation, while your internal team keeps final payment authorization.

How do you help prevent payment errors?

Can you handle international vendors?

What about 1099 support?

What AP tasks can we delegate?

Can you work inside our AP software?

Who approves final payments?

Can you help clean up AP backlogs?

Start Saving With a Free Consultation

Calculate Savings

We Handle It.
You Focus