P2P System Build-Out
From Stable AP to a Complete Procure-to-Pay Machine
When AP is finally stable, the next question leadership asks is:
"How do we build the whole system so this never falls apart again?"
This is where AP stops being a rescue operation and becomes a real operating system.
Who This Is For
Service businesses where:
If AP is stable but purchasing/spend/approvals are still messy, this service is built for you.
The Transformation
A complete, end-to-end P2P flow designed for service businesses.
1. A Full Procure-to-Pay Operating Model
We design the flow from Requisition → Approval → PO → Receiving → Invoice → Match → Payment.
Clear. Usable. Zero ambiguity.
The backbone of your company's spending.
2. Approval Chains That Actually Run
A clean approval matrix, standard rules, and simple routing logic that never leaves an invoice stranded.
Escalation rules for slow approvers.
Approvals stop being a black hole.
3. A Real Purchase Order System
We build a PO structure that fits your business: when they're required, who opens them, and how they match.
No more "partial POs".
POs become a control, not a suggestion.
4. Vendor Intake & Management
Standardized onboarding, clean data, standard terms, and required documentation (W-9s, COIs).
Banking/ACH hygiene included.
Vendors stop being a source of chaos.
5. Spend Guardrails & Budget Integration
Spend routing, budget ownership, preferred vendor logic, and pre-spend visibility.
Category rules and coding integrity.
This is where spend surprises disappear.
6. Reporting & Dashboards That Matter
Visibility into cycle time, exceptions, approval speed, open POs, and month-end readiness.
Leaders see problems BEFORE they happen.
Leaders finally see what's happening.
7. SOPs & Operating Rhythm
A complete SOP pack plus a weekly P2P cadence for AP review, PO review, and month-end prep.
Clear roles for everyone involved.
Your team gets off the hamster wheel.
How the 8–12 Weeks Work
A phased approach to building a scalable finance engine.
Design the System
- Map spend sources & channels
- Build the full P2P flow
- Draft approval matrix
- Define PO requirements
Deliverable: P2P Blueprint
Build the System
- Build PO structure & approval rules
- Build intake paths
- Clean up QBO items/accounts
- Build SOPs + training materials
Deliverable: P2P Working Model + SOP Pack
Roll Out & Stabilize
- Train AP, purchasing, managers
- Fix exceptions & adoption issues
- Add dashboards
- Lock in weekly P2P rhythm
Deliverable: Fully live P2P System
What You Walk Away With
The difference between a reactive team and a finance operation that scales.
Why Fixers Team?
Because we've lived inside this work. We don't bring theory. We bring systems that work in the real world.
Ready to build the machine?
Let's build a complete Procure-to-Pay system that scales with your business.