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Stampli is a comprehensive procure-to-pay platform designed to automate and streamline financial operations from purchase requests through vendor payments. The platform adapts to centralized or decentralized finance team structures while maintaining strict controls and audit trails. Billy, Stampli's AI employee, operates daily workflows including invoice data capture, cost allocation, approval routing, and vendor communication without requiring manual intervention.
The platform provides instant invoice data capture without outsourcing delays, supporting complex purchase order scenarios including partial receipts, split orders, and freight handling. Line-level PO matching enables automated two-way and three-way matching processes. Built-in messaging allows teams to communicate with both coworkers and vendors directly within invoice workflows, maintaining a complete audit trail of every interaction and authorization.
Stampli supports unlimited entities within a single account, accommodating complex corporate structures. The procurement module offers customizable employee purchasing portals with predefined or dynamic approval workflows, integrated card issuance, service ticket management, and real-time budget validation. Vendor management features include secure onboarding workflows, document compliance automation, and a self-service vendor portal. Payment functionality spans domestic ACH and check processing, international payments across 100 countries, and virtual card payments, with direct integration to existing bank accounts rather than requiring pre-funded balances.
The platform integrates with ERP systems through pre-built connections that support all native functionality, enabling deployment in weeks. Stampli maintains the ERP as the system of record while providing enhanced workflow capabilities and real-time visibility. Interactive dashboards and customizable reports provide analytics and insights into spending patterns, cash flow, and process efficiency. The mobile application extends functionality to approvers and cardholders for request approvals, receipt uploads, and expense submission. All actions are documented with immutable audit trails ready for compliance review and financial audits.
- Automate invoice data capture and coding for accounts payable departments processing high invoice volumes
- Route approval requests through configurable workflows based on amount thresholds, departments, or cost centers
- Match purchase orders to invoices at the line level for accurate three-way matching verification
- Enable employees to submit purchase requests through customizable forms with automatic approval routing
- Issue virtual or physical corporate cards with pre-coded expense categories and spending limits
- Onboard vendors with required document collection and automated compliance validation before payment approval
- Execute domestic and international payments through ACH, check, wire transfer, or virtual card methods
- Communicate with vendors directly within invoice workflows to resolve questions without email chains
- Track service requests and internal fulfillment tasks through digital desk trays with workflow assignments
- Monitor spending against budgets in real-time with automatic alerts and transaction blocking capabilities
- Manage multiple legal entities or locations within a single platform instance with consolidated reporting
- Generate custom financial reports and interactive dashboards for cash flow analysis and vendor spending insights
