Simplify your workflows with the team management tool.

Optimize your firm’s workflows with the team management tool. Assign accounts, set approval limits, and boost visibility to stay in control of your team’s responsibilities.

With Melio’s team management dashboard, accounting firms can control how teams work.

Grant your team the right access to clients.

Customize the number of clients each team member manages. Pick their roles, each with a different permission level, protecting your clients’ information.

 

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Invite team members to your account.

Save a ton of time.

Share the responsibility of managing clients’ accounts payable with your team. They do the day-to-day work, and you stay in the know every step of the way.

Manage your firm’s team with the team management tool.

Set approval amounts.

Melio makes it easy to collaborate. Set approval workflows so that either you or your client get the final sign-off. This way, you both stay on top of every payment while sharing responsibility.

 

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Set up approval workflows for your firm’s clients.