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Spend Management for Accountants and Bookkeepers

Flexible, intuitive bill pay, approvals and spend control for your clients - with no software fees.¹

Based on hundreds of reviews

Why work with Corpay One?

Corpay One for Advisors allows you to offer clients a complete spend management platform.

More favorable pricing
Serve more clients, for less. Offer a complete spend management solution with no monthly, user or scanning fees.¹
Modern, seamless solution
Modern firms run on Corpay One. With a user-friendly design and drag-and-drop experience, serving your clients is easier than ever.
A better way to automate
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. 

No-code workflows

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! 

Document capture

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."

Jessica DeRosa,
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.
Operation Managers
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?

When you create an Advisor account with Corpay One, you will be assigned to one of our Advisor Managers who will be there to onboard you and your clients. We also offer dedicated Advisor support with in-depth experience working with accountants and bookkeepers.

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?

Yes! All passwords and other sensitive data are encrypted to the highest standards. Decryption keys are stored on separate machines and none of Corpay One's internal servers handle plaintext passwords. You and your client's connection to our website is also protected by Secure Socket Layer (SSL) encryption.

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?

Corpay One is designed to keep you and your clients safe. That's why we have built-in features like money laundering and fraud detection, duplicate bill detection and an audit trail on every bill and vendor profile. We also enable you and your clients to set specific permissions that prevent employees from tampering with payment information altogether - and so much more.

Let us show you the ropes.
Book a custom consultation today.

1. Consultation
Our Advisor experts will tailor a custom demo specific to your business and client needs.
2. Onboard
We’ll help you onboard your clients. With our user-friendly design, it’s as easy as drag-and-drop.
3. Automate
You can start automating your client's bill pay today - with no monthly fees!¹