5 ways to win back your time with automations

How to eliminate double data entry

• Connect your systems: Set up the 2-way sync between Melio and QuickBooks or Xero in minutes
• Enjoy automatic updates: Watch as bills, vendors, and payment statuses sync automatically
• Reduce errors: Eliminate the mistakes that happen when manually entering the same data twice

How to put payments on autopilot

• Set up recurring payments: Configure payment schedules for regular bills with just a few clicks
• Customize payment timing: Choose from monthly, weekly, or custom frequencies that match your vendors’ needs
• Maintain perfect books: Ensure all recurring payments sync perfectly with your accounting software

How to process payments in bulk

• Select multiple bills: Choose several payments to process simultaneously
• Apply batch actions: Pay dozens of bills in the same amount of time it takes to pay one
• Track everything: Monitor the status of all payments through a single interface

How to maximize payment efficiency

• Consolidate vendor payments: Combine multiple invoices to the same vendor into one transaction
• Reduce processing fees: Pay just one transaction fee instead of multiple fees
• Simplify reconciliation: Make bookkeeping easier with cleaner payment records

How to digitize invoice processing

• Set up your AI-powered Bills Inbox: Activate your unique Melio email address for invoice collection
• Train your clients: Show clients how to forward invoices directly to the Melio account
• Let automation do the work: Watch as the system scans and processes invoice details automatically