NetSuite · AP automation
The finance automation that keeps month-end from becoming a rescue mission.
PeachSkinSheets runs its finance operation in NetSuite with an outside bookkeeping team. The value is not limited to what customers see on the storefront—it is a finance operation that keeps moving without discovering silent failures at month-end.
PeachSkinSheetsNetSuite · AP automationComplexity lived between the systems.
One financial institution requiring re-authentication could silently stop scheduled imports for every account sharing the same Yodlee connection profile. At the same time, recurring expenses still required manual categorization, creating repetitive work and inconsistent reporting.
02 · What we delivered
Built around the operating reality.
- Diagnosed shared-profile bank-feed failures and isolated the financial institution that required re-authentication before restoring the full import group.
- Configured a default expense account for each vendor so incoming bills land in the correct account with less manual intervention.
- Connected vendor defaults to NetSuite Bill Capture to improve automated capture and coding.
- Mapped recurring vendors such as shipping carriers into the appropriate expense categories.
- Created new expense categories around the way the business actually evaluates spend and routed the relevant vendors into them.
03 · Outcome
Reliable financial plumbing with less bookkeeping friction.
Bank feeds are easier to diagnose and restore, bills capture with more useful defaults, and recurring expenses reach the right category without a bookkeeper touching each transaction. The finance team spends less time rescuing routine processes during close.
Talk through a similar challenge →“When one bank connection needs re-authentication, it can silently take down every account grouped with it. Catching that is the whole job.”
Technology stack
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