Spend Management Solutions

Paylocity for Finance

Paylocity for Finance transforms spend management — cutting inefficiencies, boosting visibility, and delivering an experience employees love across the entire lifecycle of spend.  

Managing the full lifecycle of spend.

Transform processes across the entire lifecycle of spend, bringing greater efficiency, visibility and control for finance teams.

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Managing the full lifecycle of spend.

Transform processes across the entire lifecycle of spend, bringing greater efficiency, visibility and control for finance teams.

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AI-Powered Finance Tools to Manage Spend in Everyday Systems

Expense Management

Automated workflows make expense reporting effortless — with AI-powered receipt capture, transaction coding, and compliance built in. Employees get reimbursed quickly, in their local currency, while finance teams save time and gain control. 

Corporate Cards

Empower teams with the flexibility to use corporate cards while maintaining visibility and control. Use existing cards or Paylocity-issued cards with built-in policy controls and cash-back. Every transaction syncs to your ERP to make reconciliation a breeze. 

Accounts Payable Automation

Automate the entire AP lifecycle, including vendor onboarding, invoice processing, bill coding, approvals, payments, ERP syncing, and spend analytics. Touchless AP Automation saves accounting and finance teams hours of manual tasks every week making them more available for strategic work. 

Guided Procurement

Streamline every purchase request, making it simple and compliant.  Guide employees through the process while bringing real-time visibility and control to finance and procurement teams.  

Headcount Planning

Centralize the planning process to better forecast staffing needs, automate workflows, and make informed decisions. Headcount Planning empowers Finance, HR, and recruiting teams to collaborate effectively helping finalize plans faster to meet your staffing goals. 

Platform Capabilities

What Connects It All Sets Us Apart

Your Finance Community on Slack

Join 6,000 finance professionals on Slack to connect, learn, and grow together.

Bring Procurement, Employees, and AP together in Harmony.

Creating Efficient Spend Management

Fundbox uses Airbase by Paylocity to automate the AP process, prevent fraud, and make purchasing easier.

Exceeding Expectations

With Airbase by Paylocity, features like Assisted Reconciliation have exceeded expectations and saved more time than ever.

A Single Solution For Multiple Problems

Airbase by Paylocity gives the Recharge finance team the control they were looking for.

FAQs

Spend management is the end‑to‑end administration of all non‑payroll business expenditures — covering approvals, payments, accounting, and reporting. It’s designed to give companies control and visibility over decentralized spending by streamlining the approval workflows, payment methods, general ledger postings, and real‑time reporting.

When managed properly, it replaces disjointed, manual processes with a unified, policy-driven approach that enhances efficiency, reduces waste, and gives finance teams timely insights and accountability.

Airbase by Paylocity takes several proactive measures to help protect against fraud, including:

  • Comprehensive fraud monitoring tools that leverage machine learning models to detect early signs of scams, payment fraud, and money laundering.
  • Real-time alerts for potential fraud.
  • Two-factor verification for bank account changes.
  • Easily adjusted controls on spend amounts and dates.
  • Secure sharing capabilities for card details.

Yes. Paylocity for Finance can be implemented in whole or in part. Organizations can add new modules as their needs grow and evolve.

Many of our customers find value in consolidating all our primary modules — Guided Procurement, AP Automation, Expense Management, and Corporate Cards and also adding Headcount Planning. We’ll work with you to determine the best modules to scale with your organization.

Onboarding timelines are based on custom implementation plans. We’ll work with you to assess your needs for guided onboarding. 

Customers are consistently surprised how quickly they’re up and running. “Incredibly fast onboarding experience” and “Onboarding is as easy as it comes in the software space” are just two comments made in reviews on G2.