Limited-time offer: Save up to 25% on subscription fees. Get started ›

Payment solutions for accountants

Clients of all sizes. One AP & AR solution.

Empower your firm with stronger efficiency and cash flow management tools. Revolutionize bill pay with a solution built for clients of every size—with unmatched visibility, flexibility, and control.

Start now free
  • Checkmark icon

    No subscription fees for your firm

  • Checkmark icon

    Tiered plans to fit each client’s needs

  • Checkmark icon

    Premium support via phone, chat, and email

$0
No subscription fees
for accountants
-40%
Discount for your clients * limited-time offer
Checkmark icon
Automation and approval workflow tools
Checkmark icon
Simple platform with minimal training required
Checkmark icon
Advanced team management capabilities
Checkmark icon
A mobile app for better communication and payment management
Checkmark icon
Easy client onboarding and migration from other platforms
Checkmark icon
Your firm gets paid with ease

Empower your clients.
Elevate your firm.

Save time to focus on growth.

Free up more time for things that truly matter. Automate your routine tasks by setting up recurring payments, advanced approval workflows, batch-pay multiple bills, and more.

Maximum visibility.

Manage everything from one dashboard. Sort and organize by bills, approvals, clients, and more for improved visibility. Gain greater control and minimize the risk of errors and unauthorized spending.

Flexible payment options.

Choose between multiple payment options to enable smart business and cash flow decisions. Including 2-day ACH delivery, instant transfers, and global payments.

Simple onboarding and collaboration.

Easily onboard new clients or migrate existing ones from other platforms in just a few clicks. Assign roles, set permissions, and establish approval workflows for a smooth and efficient client collaboration experience.

Easily get paid.

No more chasing client payments. Share payment requests or set up recurring payments in a few clicks. Get paid directly to your bank account, on time, every time.

What you & your clients get:

Clients dashboard

Full visibility of all your clients in one place, including unpaid bills, approvals required, teammates assigned, and more.

2-way auto-sync

Connect your clients’ accounting software. Bills, vendors, and payments are auto-updated for effortless reconciliation.

AI-powered bill capture

Invoices you scan or upload are automatically captured and appear in your Bills tab, including classes and locations.

Get vendor details

Not sure how vendors prefer to get paid? We will send them an email and make sure they get paid their way.

Advanced approvals

Create multi-level workflows to ensure all payments are authorized efficiently. Set payment terms for streamlined collaboration.

Roles and permissions

Define roles and permissions to minimize errors and maintain control. 3 additional users are included for each client.

W-9 & 1099

Collect W-9s from Melio for tax season and auto-transfer payment data to a 1099 service.1

Free mobile app

Your clients can download the Melio app for free to easily track, approve, or decline payments on the go, wherever they are.

Dedicated team management tool.

Get more oversight and visibility over your firm. Assign team members to clients in a few clicks for improved efficiency.

Amy Walker CPA, Founder, Walker Agency

“It works, it’s efficient, it’s accurate, and it’s been a big solution to save us a lot of time."

Read story ›
David Perry Founder, Latitude Bookkeeping Services

“It’s amazing that people don’t realize there’s a simpler way of handling Accounts Payable. We’re adding value to our clients by offering them that simple solution.”

Read story ›
Becky Rogoff Founder, Accounting Solutions

“What’s great about Melio is how seamless the process is. With one click the bill is captured, payment processed, recorded, bank register adjusted and proof of payment is sent to the vendor.“

Read story >