Payment Data & Dashboards
Complete Visibility into Your Accounts Payable
• Centralized AP Dashboard: View all your accounts payable in one place
• Custom Tagging System: Categorize payments by vendor type, location, expense category, and more
• Advanced Filtering: Quickly find specific payments by date, amount, status, or tag
• Payment Forecasting: See upcoming payment obligations at a glance
• Spending Analysis: Track spending trends over time and across locations
• Exportable Reports: Generate custom reports for accounting and tax purposes
• Real-Time Updates: Always see the current status of your accounts payable
Vendor Onboarding
One-Click Invitations: Simply send an email invite directly from the platform
Self-Service Information Collection: Vendors complete their own profile and provide tax information
Secure W-9 Management: Tax ID information stays securely on file
Vendor Verification: Know exactly who you're sending money to with automated verification
Vendor Portal: Give your suppliers visibility into payment status and history
Complete Vendor Records: Store contracts, communications, and payment history in one location
Payments
• One-Click ACH Transfers: Send money directly from your bank to your vendor's account
• Bank-Level Security: Enterprise-grade encryption protects all financial data
• Payment Scheduling: Set future payment dates to optimize cash flow
• Batch Processing: Pay multiple vendors simultaneously
• Payment Confirmation: Automatic notifications when transfers are complete
• Payment History: Comprehensive, searchable record of all transactions
• Recurring Payment Setup: Automate regular payments to consistent vendors
Invoice Approvals
Flexible Workflow Design: Create approval chains that reflect your business hierarchy
Multi-Stage Approvals: Set up sequential approvals for larger invoices
Threshold-Based Routing: Automatically route invoices to appropriate approvers based on amount
Mobile Approvals: Review and approve invoices from anywhere via web browse
Approval Tracking: Monitor where each invoice stands in the approval process
Approval Notifications: Automatic alerts for pending approvals
Team Members
• Simple Email Invitations: Add team members with a quick email invite
• Granular Permission Settings: Customize exactly what each person can view and do
• Role-Based Access: Predefined roles for common positions like Manager, Accountant, or Approver
• Payment Limit Controls: Set maximum payment amounts for specific users
• Multi-Location Management: Allow access to specific locations or venues
• Activity Tracking: See who took what action within the system
• Secure Login Options: Two-factor authentication and single sign-on capabilities
Tax Compliance
Document Storage
Audit Trail
Platform Security
Your financial data deserves the highest level of protection:
Bank-Level Encryption
Secure User Authentication
Regular Backups
