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.
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.
AI-Powered Finance Tools to Manage Spend in Everyday Systems
Expense Management
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
Bring Procurement, Employees, and AP together in Harmony.
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.