Accounts Payable Virtual Assistant Services

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 PipelineVA Live Desk
01
Invoice Intake & Digital Indexing
In queueUpcoming
02
PO, Receipt & Invoice Matching
In queueUpcoming
03
GL Coding & Data Entry
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

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.

Invoice data entry and document indexing
VA
Final payment approvals
Core
PO matching and GL coding support
VA
Vendor relationship decisions
Core
Vendor communication and portal updates
VA
Working capital management
Core
AP aging reports and payment tracking
VA
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.

United Alliances
ADPADP
Bill.comBill.com
CCH AxcessCCH Axcess
Drake TaxDrake Tax
GustoGusto
Intuit ProSeries TaxIntuit ProSeries Tax
Intuit QuickBooksIntuit QuickBooks
XeroXero
SEO Tool Training
Hands-on Experience
Quick Onboarding

Lower Financial Operations Costs

Save Up to 60% 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.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

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.

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

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

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.

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

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

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

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

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