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AP Automation for HVAC

Engineered from the ground up with accounts payable in mind, Rillion’s AP Automation for HVAC organization gives your staff flexible approval workflows, automated invoice processing, a searchable invoice archive, and a complete time-stamped audit trail.

Manage vendor bills faster and easier with Rillion for HVAC

Recurring invoices automation

Invoice Capture

Stop hand keying invoice data into your accounting software. Rillion takes care of that for you.

Recurring invoices automation

Approval Workflow

Approvers approve their invoices on smartphones or laptops 24/7.

Quickbooks Online

Accounting System

Invoices are sent to your accounting system for payment once they are processed and approved.

Recurring invoices automation

Advanced Search

Search for any word or number on an invoice, no matter where the words or numbers are located.

Recurring invoices automation

AI Assistant

Machine learning improves your workflow. Rillion learns how to code your invoices.

Recurring invoices automation

Fast Setup

Setup happens quickly. Be up and running with automated AP tomorrow.

AP Automation for HVAC

Streamlined Vendor Bill Process

HVAC companies are looking to spend less time doing manual paperwork, and spending more time with customers and projects. Not only do vendor bills have to be entered into the accounting system, supplier invoices require the control and approval of several people before they can be paid – and that’s where Rillion’s HVAC automation software can make a difference.

Using accounts payable automation and a central dashboard, Rillion automates the processing of PO and non-PO invoices. Invoices can be booked to work projects that are specific to HVAC operations.

Approve Online

Project managers appreciate being able to approve an invoice with one click on a laptop or mobile device, and finance administrators appreciate not having to key invoice data into the accounting system.

Easy to use

With Rillion you get a user-friendly accounting software for HVAC companies that is accessible from anywhere at any time, allowing staff who spend their working day out of the office to approve invoices on the go. Get visibility into where all your invoices are and avoid delayed payments – using Rillion’s HVAC automation software.

Stop Keying Invoices Manually

AP Automation for HVAC

Instead of keying vendor bills in manually, Rillion does it for you automatically – with more accuracy and less hassle.

Book Invoices to Specific Projects

AP Automation for HVAC

Book to individual HVAC projects. Approvers can review past invoices to compare prices and quantities.

Automated Approval Workflow

AP Automation for HVAC

A complete automated approval workflow makes sure vendor invoices are sent out to the proper approver to review. Once click approval on desktop or mobile device.

Advanced Search Functionality

AP Automation for HVAC

Find any information on any invoice instantly. Current and paid invoices are stored in the cloud for easy access.

Seamless Integration with your Accounting system

Automated Invoice Capture with Rillion

Intelligent Invoice Capture

Using artificial intelligence and capture automation, data is intuitively extracted from both paper and emailed invoices with 95% accuracy rates for paper and a 100% accuracy rate for electronic formats. This way, you avoid manual keying of invoice data into your HVAC accounting software.

Approval workflow

Rillion sends invoices to the proper approver, according to your pre-set rules. If needed, you can add approvers to an existing workflow and do ad-hoc routing (no coding necessary). Fully approved invoices are transferred to your accounting software for HVAC companies via the system integration.

Approval workflow - Rillion automatically sends invoices to the proper approver
Automated PO matching with Rillion

Automated PO matching

Match vendor invoices to purchase orders, contracts or goods receipts. Our advanced matching functionality automatically matches hundreds of lines – saving you time and money.

We are here to help

Rillion’s AP solution is easily connected to accounting software for HVAC companies. Our team helps you get setup and running quickly.

Rillion’s AP Automation software is easy to connected with accounting software for HVAC companies

Don’t take our word for it

Carrie Self CPA at Tacala

"With our contracts being matched to vendor invoices for over 300 locations, Rillion has reduced our manual workload and really optimized our AP operations."

Carrie Self CPA | Tacala

"I like that with Rillion you see a pie chart of the expenses. So each month I can see that at a quick glance."

Nikki Milian | Smiles First

"What Rillion provides is great for what I need, and it has all the tools that I need in order to process all invoices and get them approved in line with my project managers and my account payables."

Adrian Galvin | VMG Construction

Gerry Trejo, Cypress Creek

"We manage nearly 300 solar sites. Each solar farm is its own company, and each installation has its own tax implications with our investors. We’re using Rillion for the audit function, to handle enquiries for all of these accounts."

Gerry Trejo | Cypress Creek

"We searched for a flexible purchase-to-pay solution that could help us control purchasing, and secure supplier loyalty, that would also live up to our internal authorization framework."

Eva Petré-Rege | Coor Service Management

HVAC FAQs

Many HVAC businesses use an accounting software for managing the financial administration and reporting, i.e. Quickbooks Online or Quickbooks Desktop. For easier management and payment of vendor bills, it’s recommended to have an AP Automation software, which easily connects to your accounting system via a system integration. Vendor invoice data will then transfer between the systems in an automated way. Rillion’s AP Automation software comes with a prebuilt connection to Quickbooks accounting software.

Cost of HVAC automation software varies, according to features, functions and transaction volume. Rillion’s invoice automation software for vendor bill management, is a service with a monthly subscription fee. The price depends on the annual volume of supplier invoices to be processed in the system. For more information about our pricing, click here

Manual tasks can be automated with today’s technology. Many HVAC businesses use different software for organizing the day-to-day tasks. For instance, tools for appointment booking, task scheduling and inventory planning. For bookkeeping, you need accounting system, a HVAC invoicing software and finally an AP Automation software for efficient management vendor bills.

Want to try Rillion?

Schedule a free consultation so that we can understand your needs and provide you with the best solution.