Accounting Automation
Build an error-proof accounting system.
Your no-code accounting automation engine.
Create intelligent and efficient workflows to simplify bookkeeping tasks for your team.
Let us do the heavy lifting for you.
Corpay One takes the complex accounting rules that govern your organization's financial health and automates them - simplifying your back office work.
Corpay One eliminates manual data entry, so you don't make costly mistakes.
Have an accounting system? Sync all of your categories, lists and other classes to Corpay One.
Company accounting rules and spending policies can be built into Corpay One - so your team stays compliant.
Build automations like routing expenses for approval and triggering actions based on keywords in your documents.
The Workflow Builder
A simple drag & drop experience
Corpay One's powerful Workflows enable you to customize, automate and implement any accounting rule for your team.
If this, then that.
Build as many automated accounting rules as you need into your team.
This is the member(s) of the team, or department, needed to approve the expense for internal compliance.
Are there certain processes to follow with this vendor? Stop payments from happening automatically.
Need to add some additional context to this type of expense? Do it in Workflows.
Corpay One uses your accounting system data to import categories, departments and more. Add them here.
Is this an expense that's already paid using another method - like cash? Mark it here so it doesn't get paid twice.
Don't want to send this to your accounting system? Disable the synchronization of this document.
The amount owing on a bill that needs to be paid.
Keywords found within the bill, receipt or email that might help categorize the expense.
The name of the vendor who needs to be automatically paid.
Corpay One supports different currencies and can help you use bank accounts with different currencies to pay.
Is this document a bill, receipt, credit note or reimbursement? Define rules depending on which type.
You can build Workflows based on the original uploader of the document.
Make fewer errors
Once a document from a vendor has been added to your account, Corpay One remembers the criteria you added and will instantly add the same data to your documents. That means, no more typing - and no more typos.
Stop chasing paper
The Corpay One mobile app ensures bills and receipts are uploaded to Corpay One - effortlessly. No more chasing down lost receipts or missing out on money owed. Or, you can get your vendors to do it for you by emailing documents directly to your Send & Scan address.
The standard in business automation.
Corpay One's global payments platform and sophisticated automation is built for boosting productivity and fostering growth.
Integrations
Make your ERP smarter.
Corpay One acts as a layer on top of your existing system, powering it up with real-time, two-way accounting system sync to reconcile every payment and every payment detail.
Modern teams run on Corpay One.
The best part? No monthly subscription fees.
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!