Spend Management for Accountants and Bookkeepers
Flexible, intuitive bill pay, approvals and spend control for your clients - with no software fees.¹
Why work with Corpay One?
Corpay One for Advisors allows you to offer clients a complete spend management platform.
Serve more clients, for less. Offer a complete spend management solution with no monthly, user or scanning fees.¹
Modern firms run on Corpay One. With a user-friendly design and drag-and-drop experience, serving your clients is easier than ever.
Scale your firm and satisfy your clients. Automate more transactions using Corpay One’s Workflows - so you can focus on the work that matters.
All client spend, all in one place
Get a complete view of all client expenses, bills and Corpay One Mastercard® spend - right in Corpay One. Review, approve, decline or follow-up on spend activity in one centralized place.
Custom workflows for every client
With our drag & drop functionality, you can easily create a custom client experience with standalone approval rules at the vendor and payment level. Plus, you can build internal controls for things like recurring bills, keywords in your documents and so much more.
Two-way sync with QuickBooks and Xero
Corpay One works on top of your accounting system, powering it up with real-time, two-way sync to record every payment and payment detail. Sync details like: bill, vendor, document and more!
99.7% scanning accuracy
Eliminate paper and manual data entry to get cleaner books for your clients in just a few clicks. Corpay One has a high degree of scanning accuracy,² paired with an additional layer of human review.
Specialized accounting support
When you join our Advisor platform, you’re assigned an Advisor Manager who works exclusively with accounting and bookkeeping customers. They help onboard you and your clients. Plus, we have dedicated Advisor support with in-depth knowledge of the accounting profession, your needs, integrations and more.
"I love being able to easily create a streamlined approach for my clients’ bill pay, while also having the ability to customize their Corpay One account with different workflows."
CPA COO | Prime Ledger.
Who is a Corpay One advisor?
Corpay One is built for all of the staff at your accounting practice.
Client bill pay and monthly reconciliation don’t have to be complex or time-consuming. With always-on two-way sync, categorizing and coding expenses has never been easier.
Corpay One makes business growth and collaboration easy. Flexible, automated approvals support collaboration - whether it’s with bookkeepers, in-house client staff or executives.
Get a holistic view of your organization’s finances with more reliable data by eliminating costly, manual work for your team and adopting error-proof accounting - so you have the necessary accounting data for financial planning.
Use access groups to control who has access to each client, user permissions like Away Mode to stop out-of-office backups and advanced settings to help manage each client account. Manage effectively - from anywhere.
Frequently Asked Questions
Does Corpay One charge a fee per client?
No! There are no monthly or scanning fees and you can add an unlimited number of clients for free. To learn more about our pricing, click here.
What customer support does Corpay One offer to me and my clients?
Is Corpay One an official QuickBooks partner?
Yes! To learn more, you can visit our listing in the QuickBooks marketplace here.
Is the Corpay One network secure?
Is my client's bank information secure when added to Corpay One?
Yes! When bank information is added to Corpay One, it is encrypted and connected securely via our authentication partner - Plaid. Plaid enables us to securely link to your client's bank without accessing their credentials. We've also teamed up with Onfido to verify our users' identities before they can take advantage of most payments features.
How does Corpay One protect my clients from fraud?
Let us show you the ropes.
Book a custom consultation today.
Our Advisor experts will tailor a custom demo specific to your business and client needs.
We’ll help you onboard your clients. With our user-friendly design, it’s as easy as drag-and-drop.
You can start automating your client's bill pay today - with no monthly fees!¹
Try automated AP and comprehensive expense management free for 30 days
Let's get lunch sometime.
Turn crunch time into lunch time. Join a demo of Corpay One's free spend management platform, and we"ll send you a $50 Uber Eats gift card just for joining us!