Melio

Credit Card Payments

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Payment Scheduling and Management

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates.

Permissions and Roles

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Accountant Client Management

A clear view of your accounts starts with a workflow that fits your business. Bring invoices, expenses and financial reports together, then review the details that matter to your team. Compare the available tools, try the everyday tasks yourself and choose a setup you can maintain as your business grows.

Real-Time Payments

Send your vendor an instant payment with Melio so they receive funds directly to their bank account, immediately (for a 1.5% fee).

Pay Over Time

Improve your cash flow with Melio’s Pay over time option. You get to choose from different repayment options—Net 30 or up to 12 monthly installments. Plans already include a fixed fee.

Features with Every Melio Account

• Your first 5 checks every month are completely free
• Unlimited users: Businesses can invite unlimited users to their accounts, enhancing collaboration and payment management.
• Accounting software sync: Beyond QuickBooks Online, Melio also syncs with Xero, offering broader compatibility with accounting software.
• Approval workflows: Users can set up roles, permissions, and approval amounts to maintain control over transactions.
• Easy bill capture: Simplifies the process of adding bills to the platform.
• Payment tracking & updates: Offers real-time updates on payment status, ensuring transparency.
• Data & form export: Allows for easy export of data and forms for record-keeping.
• Bills management: Provides tools for efficient management of bills.
• Custom payment requests: Users can customize them to suit their business needs.

Additional Benefits

• Cash flow control + more rewards: Encourages using credit cards for business bills to enjoy rewards and improve cash flow.
• Keep vendors happy: Fast payment options like instant transfer, same-day bank transfer, or fast check help avoid late payments.
• More ways to send payments: Melio supports a variety of payment methods to accommodate different business needs.

Melio’s power is amplified by its deep integrations with the most popular accounting platforms, ensuring your payment data and accounting records are always in sync.

• QuickBooks Online & Desktop: Melio’s flagship integration is with QuickBooks. It offers a 2-way sync that pulls bills from QuickBooks and sends processed payment data back, eliminating double data entry.
• Xero: Melio also syncs directly with Xero. You can pull bills from your Xero dashboard, pay them through Melio (using a card, ACH, or check), and the paid bill record is automatically updated in Xero.
• Microsoft Dynamics 365 Business Central: Melio also integrates with this key Microsoft platform, bringing its accounts payable power to larger businesses.

This focus on accounting sync is a primary reason it’s so popular with accountants and bookkeepers, as it drastically reduces manual reconciliation.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change. Consider how your team will learn the software and get help when questions arise.