Flexible, intuitive bill pay, approvals and spend control for your clients - with world class Quickbooks Online and Xero integrations.
Offer Clients a complete spend management platform - with Corpay One for Advisors.
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.
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.
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!
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, paired with an additional layer of human review.
OnCore Leads uses Corpay One to spend 90% less time on payments. "We're always looking for the best SaaS product that's out there. And Corpay One fit the bill."
I like the integrated format of Corpay One and the Corpay One Mastercard®. It allows me to pay bills using my credit line, which is really convenient.”
"It’s just been really nice using Corpay One and it’s been easy to train our team and get them on board."
Corpay One is built for all of the staff at your accounting practice.
No! There are no per-client fees or per-user fees. To learn more about Corpay One’s pricing for advisors, connect with a member of our team today.
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.