10 · Firm Operations & Finance
Accounts payable & expense management
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
AP and expense workflow with coding to fund vs. mgmt-co—clean inputs to the books.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·AP / expense intake workflow.
- ·Coding rules to fund vs. mgmt-co.
- ·Weekly payment run support.
By hand today
Receipts in Slack; coding fights at close.
On Atlas
Intake + coding rules; expert on exceptions.
Deliverables
- AP aging
- Coding log
- Payment run list
Service levels
- AP aging published weekly.
Exclusions
- — Bank signature authority
Platform surfaces
Import & AnalyzeFund Dashboard
Ops hygiene retainer.