Total visibility, zero chaos.
Manage every client relationship from one dashboard with clear oversight and simplified team role assignments. No more juggling multiple logins.
Payment solutions for accountants
Everything in one place. Everyone on the same page.
One easy-to-use bill pay platform that handles AP and AR so you can bring expert advice to every client without the extra steps that slow you down.
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Free for your firm, discounted for your clients.
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Premium support via phone, email, and chat.
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Advanced controls and approvals.
Our story, by the numbers.
15+
Hours saved on bill pay every month
40M+
Bills paid on time through our platform
$100B+
Dollars we processed securely
2M+
Happy vendors paid
*Based on internal data, user surveys, and company records.
Tools for your everyday tasks, all in one place.
Effortless bill capture and coding.
Pull bills in via a dedicated inbox, drag-and-drop uploads, or a direct sync and our AI automatically extracts all the details so you can just click pay.
Payments and approvals automation.
Set up batch bill payments, build multi-step approval flows, and schedule outgoing payments around cash flow needs and due dates—all from one workspace.
Real-time sync, effortless close.
Bills, payments, vendor credits1, and more, automatically synced to and from your QuickBooks or Xero accounts, keeping your books accurate and month-end smooth.
Pricing that just makes sense.
Free for your firm
No subscription fees, no matter how many clients you manage.
Built-in client discounts
Add any client plan with 30% off their subscription fees.
Partner Program power
Add more clients to Melio for even more discounts and benefits.
Pricing that just makes sense.
Free for your firm
No subscription fees, no matter how many clients you manage.
Built-in client discounts
Add any client plan with 30% off their subscription fees.
Partner Program power
Add more clients to Melio for even more discounts and benefits.
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Meet our Accounting Partner Program.
More than benefits—it’s support for what you’re building. Scale your accounting firm and access increasing value as your success unfolds.
Dedicated team management tool.
Assign specific roles to team members and clients. Six distinct permission levels let you collaborate confidently from full Admin control to approval or view-only access.
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 >
Bruce Robertson
Head of Growth & Development, CPA Business Advisors
“Melio saves us a great deal of hassle compared with other bill payment services. We can ensure all our clients are covered and taken care of when we use Melio. Melio supports us so we can support our clients."
Read story ›FAQ
No. Accounting firms get Melio’s Boost plan for free, which includes premium features like advanced approval workflows, W-9 collection, 1099 sync through Tax1099, and unlimited users within the firm.
Clients can be subscribed to Core, Boost, or Unlimited plans. The Go plan is not available for clients under a firm’s management.
When signing up for a premium plan through you, your clients can enjoy exclusive accountant pricing—starting at 30% off all plans and going up to 45% off as you scale.
You choose:
Firm pays: Your firm is billed and can save up to 45% depending on your partner program status.
Client pays: The client is billed directly, with a fixed 30% discount regardless of the firm’s partner program status.
This is a special rewards program that unlocks perks as your client base grows. Benefits include progressive discounts, premium support, onboarding assistance, complimentary access to CPE training courses, access to Melio’s exclusive advisory council, and various co-marketing and collaboration opportunities based on the Melio Accounting Partner Program statuses: Bronze, Silver, Gold, and Diamond.
Learn more here.
No. The Go plan is not available to accountant clients.
The Accountants Dashboard is your control center. From there, you can:
- Add new clients, search for existing ones, and maintain full visibility over all client activity.
- View bills, pending payments, and actions that need your attention.
- Switch to a client’s account to dive deeper into their payment activity.
- Edit client details, manage plans, and view billing history—all in one workspace.
