Get a high-level viewof all your client accounts from a single dashboard. See the status of their payments & if they’re connected to QuickBooks.
Switch between clients
Seamlessly switch between your client accounts without needing to navigate back and forth between different payment accounts.
Invite users
Add teammates from your firm at no extra cost to help manage your clients.
Payment scheduling
Schedule payments in advance so they go out exactly when they should, helping you save time and better manage your clients’ cash flow.
Vendors’ payment details
If you’re missing vendors’ details Melio will send them a request to enter their payment details. They can decide how they want to get paid, check or bank deposit.
Dedicated support
Our accountants team is here to exclusively serve you and your team.
Walker Agency customer story
Paying a bill shouldn’t be hard! Melio makes it easy to process payments. You hook up your bank account, you put some approval levels in place, and you just start using it.
Amy Walker CPA CEO, Walker Agency
40% Decrease
In payment handling time
4HR Reduction
In payment handling time
40% Decrease
In payment handling time
One priceless pricing
$0 Sign up
$0 Monthly subscription
$0 Bank Transfer (ACH) & bank deposit
$0 Receiving credit card payments 2.9% fee applies for payers