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.
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.
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No subscription fees for your firm
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Tiered plans to fit each client’s needs
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Premium support via phone, chat, and email
$0
No subscription fees
for accountants
for accountants
-40%
Discount for your clients
* limited-time offer
Automation and approval workflow tools
Simple platform with minimal training required
Advanced team management capabilities
A mobile app for better communication and payment management
Easy client onboarding and migration from other platforms
Your firm gets paid with ease
Empower your clients.
Elevate your firm.
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, i t’s efficient, it’s accurate, and it’s been a big solution to save us a lot of time."
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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.”
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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.“
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