Live firstCore plan

Bill pay for distributors, labs and landlords.

Forward invoices to one inbox. Treso reads them, checks for duplicates, routes approvals by amount and location, and pays by ACH, check or virtual card in runs that respect your cash position.

Join the waitlist See the demo

Discount availableW-9 on file

Northline Dermatology

AP inbox

Awaiting approval · 6Due this weekPayment run · Fri

Vendor	Invoice	Due	Amount	Status
Meridian Medical Supply	INV-20417	Oct 10	$4,860.00	Approval · step 2
Alder Dermatopathology	AD-88213	Oct 12	$3,120.00	Approved
Westgate Properties	Rent · Oct	Oct 1	$11,500.00	Scheduled
Cardinal Biologics	CB-55120	Oct 18	$7,245.90	3-way match
Prairie Linen Service	PL-3391	Oct 9	$390.25	Paid

Capabilities

What Treso Bills does

One inbox for every bill

Email, upload or scan. Invoices are read line by line, matched to a vendor, checked against bills you already have, and parked for approval with the PO and receiving ticket beside them.

OCR with vendor, amount, due date and line detail
Duplicate detection across number, amount and date
Three-way match against purchase orders and receipts

Captured from PDF

Vendor: Cardinal Biologics
Invoice: CB-55120 · Sep 29
Lines: 12 · biologic vials, injection kits
Variance: Qty 11 received of 12
Suggested: Hold for receiving

Needs receivingNo duplicate

Approval rules that read like your policy

Amount bands by location and category decide the chain: the location manager up to their limit, then the controller, then the owner. One person per step; the chain is snapshotted when the bill is submitted, so a reorg never reopens history.

Rule editor: amount × location × category → approvers
Bulk submit, approve and void from the list
Accept match variances with a reason

INV-20417 · $4,860.00

Captured and coded5110 Clinical supplies · Midtown
Midtown manager approvedBand $1,000–$5,000
ControllerSecond step, discount expires Oct 6
Payment runFriday · virtual card

Payment runs that respect cash

Build a run from what's due, preview blockers and discounts, and schedule it against the cash plan. Early-pay discounts are captured automatically; vendors who take virtual cards earn the practice interchange on its own payables.

ACH, check and virtual card
Cash-aware scheduling with suggested dates
Reschedule, extend or cancel before send

Friday run · 9 bills

Method	Bills	Total
Virtual card	3	$12,105.90
ACH	5	$18,230.25
Check	1	$1,200.00
Discounts captured		−$241.40

Vendors, purchase orders and par levels

A real record per vendor: contacts, W-9 and 1099 status, payment methods under dual control, documents and a portal link that shows them remittance status. Purchase orders, a supply catalog and par levels per location keep the ordering side honest.

Vendor portal (read-only) for remittance status
POs with partial receiving; catalog and par-level grid
AP aging, 1099-NEC, vendor spend and contract renewals

Par levels · Riverside

Item	Par	On hand	Action
Derm packs, sterile	40	12	Reorder 28
Cryo canisters	6	6	OK
Lidocaine 1% 20 mL	30	19	Reorder 11
Exam gloves M	20 bx	22 bx	OK

How it posts to the ledger

An approved bill posts the expense lines (debit, by location) against accounts payable. Paying it posts AP against cash; an early-pay discount nets the payment and credits the bill's main expense line. Voiding an approved bill posts a reversing journal rather than deleting anything.

Balanced journalsLocation + provider on every lineIdempotent per business eventNever edited, only reversed

Who uses it

Roles

Office manager (inbox)
Location manager (approvals)
Controller (runs, 1099s)
Vendors (portal)

Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.

Questions

How do bills get into Treso?

Forward them to your practice's AP address, upload PDFs or photos, or let a vendor send to the inbox directly. Recurring bills can be created on a schedule.

Can we pay vendors who don't take cards?

Yes: ACH and check are part of every run. Virtual card is offered where the vendor accepts it, and it earns the practice interchange.

What does the vendor see?

A read-only portal with the status of their invoices and payments. No login to manage: it's a signed link you can revoke.

Is bill pay really free on Core?

Core includes bill pay funded by interchange on virtual card payments. Per-payment fees for ACH and check apply on paid plans as shown on the pricing page.

Works with

Related modules

Treso Spend

Cards per location and provider, receipts matched as they arrive, policies that fit a practice.

Live first

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Treso Banking

An operating account where deposits land, cards and bills are funded, and every movement is on the ledger.

Live first

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Treso Accounting

QuickBooks, Xero and NetSuite sync, a close checklist, journal entries with approval and a CPA console.

Live first

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All modules

Pre-launch

See Treso Bills with real data shapes.

The demo opens Bills as Alex, who works in it every day at a synthetic dermatology practice. Owner, location manager, front desk, billing, provider, controller and CPA are each one click away, and nothing in it is real.

Join the waitlist Open Bills as Alex, controller