Take advantage of integrated automation throughout the full lifecycle of a purchase — from procurement to payment to close.
Accounting Automation Software
Save time and improve accounting accuracy.
Automate, Code, and Close with Confidence
Physical Card Settings
Virtual Card Settings
Deep General Ledger Integrations
Auto-Categorization
Machine learning recommends categorization for new transactions based on previous use — adapting and learning with each sync.
Auto-categorization updates the GL fields of physical card transactions based on historical entries, and automatically adds ledger entry fields such as vendor, category, line, and transaction tags.
Amortization
Easily set contract start and end dates for straight-line amortization schedules, or allow us to extract them directly from the invoice. Specify the pre-paid account for booking, and journal entries will be automatically generated each month. NetSuite, Sage Intacct, and Microsoft Dynamics Business Central users can leverage our deep integration to access native ERP amortization templates.
An Audit Trail of Every Expense
By capturing every transaction in one consistent format, you eliminate the time needed to track down a receipt, email, approval, PO, invoice, or contract.
Automate Manual Work, Simplify
Reconciliation and Save Time
Looking to Migrate to a New ERP?
Check out these considerations and create a project plan.
NetSuite High-Level Migration Project Plan
Sage Intacct High-Level Migration Project Plan
Loved by Employers and Employees
FAQs
Accounting automation is the use of software to manage and streamline repetitive financial tasks, such as invoice processing, transaction categorization, and reconciliation. It reduces manual effort, minimizes errors, and allows businesses to close their books faster and with greater accuracy.
AI revolutionizes accounting automation by streamlining processes with greater intelligence and efficiency. Paylocity leverages machine learning and generative AI to analyze historical financial data, identify patterns, and deliver accurate transaction categorization. This technology not only detects anomalies but also minimizes errors, ensuring a more reliable and seamless accounting experience.
Accounting automation helps ensure compliance by maintaining accurate records and automating tasks such as tax calculations, audit trails, and regulatory reporting. It reduces the risk of human error in critical areas and provides a clear documentation trail for audits, making it easier to meet financial regulations and industry standards.
Yes, Airbase by Paylocity integrates with popular accounting software like Oracle NetSuite, Sage Intacct, QuickBooks Online, QuickBooks Desktop and Microsoft Dynamics Business Central. Virtual card transactions are synced automatically in real time, while other transactions can be easily synced after payment.