Markcomm Pitch

Overview

Melio is an online bill pay management service that is tailored for accountants, bookkeepers, and their clients. You can manage client’s payments from a single dashboard using one login for all your clients. Pay the business bills for free. Or, use a bank transfer or card even if the vendor only takes checks. You can also set up a payment approval workflow, add the users, and manage their roles and permissions. Save your time and remove dual data entry using 2-way sync with QuickBooks.

Screenshot

Melio

Features

  • 1099 Preparation
  • Accounts Payable
  • Accounts Receivable
  • ACH Payment Processing
  • Approval Process Control
  • Approval Workflow
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Bookkeeping Services Integration
  • Cash Management
  • Check Processing
  • Check Writing
  • Client Management
  • Contact Database
  • Accounting Integration
  • Expense Tracking
  • Invoice Management
  • Invoice Processing

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based

Melio Users

Available Support

  • Email

Language Support

  • English

Company Details

  • Company Name: Melio

  • Headquarter: United States

  • Full Address:

Reviews

Overall: It has been great overall: saves me a lot of time, great price point, and customer service has reached out to me numerous times to tell me about new functions and to check in.
Pros: The ease of use is incredible. I simply drop one of my invoices into the software and generate a check within seconds. So much easier than writing checks by hand. Melio has saved me hours in productivity.
Cons: I would like more integration into Quickbooks. Also, sometimes when you drop a new vendor’s invoice, the software doesn’t read it correctly.

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Overall: Melio has an excellent customer support and resolves any issues quickly.
Pros: We choose this product since it seamlessly integrates with our accounting software. It also allows us to send paper checks without the hassle of printing and mailing them.
Cons: There is nothing really to dislike about the software with how our company is using it right now. I do hope for a much better interface and a more informative dashboard in the future.

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What do you like best?
The ability to schedule payments to vendors far in advance. This saves our business a lot of time when it comes to end-of-month task items. The UI is also extremely easy to understand and work around. Unlike allot of other payment processors, Melio has the ability to do Credit Cards and ACH transfers. There fees are extremely low for ACH transfers.

What do you dislike?
Very minor things. It is not possible to change the default purple color. You cannot preview or edit the emails that are sent to payers or recipients. This makes it impossible to keep things on brand.

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I am happy with the product, especially since it is free for the functionality I am using it for. I would be willing to pay a small fee (at least the cost of a stamp) to have live checks be processed and mailed on the same day that the payment is processed.

Pros
I love that I can pay all invoices without printing and mailing checks. It is also great that the program completely integrates with QuickBooks so the bills show up automatically in Melio, and with a few clicks I can pay all of the bills.

Cons
It takes over a week for a live check to be delivered to a vendor, which is a long time.

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