Delegate with confidence
Assign specific roles and permission levels. Your bookkeeper can enter bills, your manager can approve them, and you can see everything without being a bottleneck.
Payment solutions for midsize businesses
Automated AP and AR that scales with you.
Delegate with confidence, automate your routine, and maintain visibility across every incoming and outgoing payment. More financial control, less tedious work.
Trusted by
Pay your way as you grow with Melio
Scale payment volume
Use recurring bills, batch payments, and scheduling tools to take care of dozens of vendor payments in one smooth workflow. Efficiency and control, not one or the other.
Keep your books in sync
Two-way sync with QuickBooks and Xero means bills, payments, and vendors stay automatically updated in both directions. No more month-end reconciliation headaches.
Save time, stay accurate
Smart automation and AI bill capture eliminate manual entry tasks that eat up time and create mistakes. Melio handles the busywork, while you handle the business.
Features that power your midsize business
Automatic bill capture
Drag and drop invoices, capture on mobile, or forward them to a dedicated inbox and we’ll create your new bill.
Fast payments
Funds can arrive in hours or even minutes, not days. Pay and get paid at your pace, and keep cash flow strong.
Team roles & permissions
Control who views, edits, approves, or sends payments, based on amount, vendor, or team member.
Batch & recurring payments
Pay multiple vendors with one streamlined workflow and automate recurring bills like rent and retainers.
Easy vendor management
Onboard new contractors in minutes, collect W-9s, and sync with Tax1099 for quick, compliant e-filing.
Accounts receivable tools
Send branded invoices with embedded payment links, to easily get paid straight to your bank account.
Mobile monitoring
Get real-time notifications to review, approve, and track payments from anywhere. Keep operations moving even when you’re not at your desk.
Data security
Melio is SOC 2 Type II certified & compliant with ISO/IEC 27001:2022, 27017, & 27018 to protect your data.
Why growing businesses choose Melio
Heally
"In 100 transfers with my other vendor, I'd have four support issues; each with a week turnaround time with support. With 100 transfers on Melio, I had zero issues that required support.” Greg Rovner, CEO
Built to embrace growth
Built to embrace growth
New locations? No problem.
Manage payments across new entities or projects from one dashboard. Set different approval rules for different sites while maintaining central oversight.
Growing team? Stay in control.
Add team members with the exact permissions they need. As your team grows, you can easily add new team members while keeping your account secure.
More vendors? Easy management.
Organize your vendors and their payment preferences, and maintain relationships at scale as you expand operations. Onboard and pay everyone in one place.
Complex approvals? We handle it.
Set up approval chains that match your growing org chart. Different rules for different amounts, different approvers for different vendor types—whatever your business needs.
More receivables? Try payment links.
Send customers a secure payment link they can use anytime, from any device. Accept more incoming payments easily without any extra tools or integrations.
New locations? No problem.
Manage payments across new entities or projects from one dashboard. Set different approval rules for different sites while maintaining central oversight.
Growing team? Stay in control.
Add team members with the exact permissions they need. As your team grows, you can easily add new team members while keeping your account secure.
More vendors? Easy management.
Organize your vendors and their payment preferences, and maintain relationships at scale as you expand operations. Onboard and pay everyone in one place.
Complex approvals? We handle it.
Set up approval chains that match your growing org chart. Different rules for different amounts, different approvers for different vendor types—whatever your business needs.
More receivables? Try payment links.
Send customers a secure payment link they can use anytime, from any device. Accept more incoming payments easily without any extra tools or integrations.
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FAQ
Set up multi-level approvals based on payment amount, vendor type, or team member role. Route a $500 expense through one person, but require two signatures for anything over $5,000. Completely customizable to match how your business operates.
Absolutely. Melio syncs with QuickBooks and Xero, so your existing chart of accounts, vendor relationships, and reporting all stay intact. You can even download reports for simple reconciliation with any other tool you use. We enhance your processes, not replace them.
Adding users takes seconds. Assign them the appropriate role (viewer, contributor, approver, admin) and they’re ready to go. You can always adjust permissions as responsibilities change.
Upload vendor lists via CSV or sync with your accounting software to see them all, easily collect payment details or required documents in bulk, and set up payment preferences for entire groups. Your vendors don’t need to change anything—we adapt to how they want to get paid.
Real-time dashboards showing payment status and spending by classes, locations, or vendors. Export reports for your accountant or team members, and always know where your money is going.
You’ll also get real-time notifications on payment statuses and approvals when you use the Melio mobile app.
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