Set your business up for payment excellence in minutes
Watch this comprehensive video to configure your Melio account perfectly the first time and unlock all the features your business needs.
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Melio Academy
To get started
Onboard clients with confidence
Save time and master Melio with the right setup from day one using this video as your roadmap.
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Transform invoice processing with Melio's AI-powered Bills Inbox
Capture, convert, and control your invoices with a simple email forward, cutting out tedious data entry while maintaining complete payment oversight.
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To master Melio
5 ways to win back your time with automations
See how these five automation features can transform tedious payment tasks into streamlined processes that practically run themselves.
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Let AI do your invoice data entry with our automatic bill capture
Discover how Melio's AI-powered tools can automatically capture and import invoices from multiple sources, saving you hours of manual data entry.
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Build a stronger, more secure payment process with role-based controls
Create a secure financial ecosystem by assigning specialized roles and automated approval workflows that grow with your business.
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To learn what’s new
Skip the tedious data entry with bulk vendor upload
Whether you're setting up a new account or expanding your vendor network, bulk upload gets your entire vendor list ready in minutes, not hours.
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Delegate with confidence using Melio's expanded user roles
Fine-tune your team's permissions with two new specialized roles that enhance security while maintaining workflow efficiency.
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Map your Melio transaction fees exactly where they belong in QuickBooks
Transform messy fee tracking into organized, audit-ready records with Melio's fee mapping feature that puts you in complete control of where transaction costs appear.
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