Connected procure-to-pay workflows
Connect procurement requests, invoices, vendor information, expenses, approvals, and payments in one process, carrying relevant context between stages.
Stampli
Freemium
Stampli is an ERP-integrated procure-to-pay platform for finance teams, connecting procurement, accounts payable, vendor management, expenses, and payments. Its Billy assistant helps prepare routine work while people retain review, approval, and payment-release responsibility.
What is Stampli?
Stampli is an ERP-integrated procure-to-pay platform for finance teams. It connects procurement, accounts payable, vendor management, expenses, and payments so requests, invoices, approvals, documents, accounting context, and payment activity can move through a connected process rather than separate handoffs.
The platform’s AP workspace keeps invoice coding, matching, approvals, questions, exceptions, and audit history together. Billy, Stampli’s embedded intelligence, prepares repeatable work such as coding, routing, and matching and surfaces exceptions for human review. Stampli supports several ERP environments while keeping the ERP as the system of record.
What can Stampli do?
Invoice capture, coding, and matching
Billy captures and codes invoice lines, identifies vendors, flags potential duplicates, and matches invoices with purchase orders and receipts at the line level.
Rule-based approvals and exception handling
Route invoices according to rules such as entity, amount, department, vendor, or other business criteria. Questions, discrepancies, documents, and discussions remain attached to the invoice for resolution.
Vendor self-service and verification
Give vendors a portal to submit information and check invoice or payment status while finance verifies documents and sensitive vendor changes.
ERP-aligned processing
Use ERP vendors, accounts, dimensions, purchase orders, and validation rules during workflow review so approved information can reach the ERP with accounting context.
Payment and expense controls
Carry approval and accounting context into vendor payments, while procurement budgets, card controls, reimbursement workflows, and policy enforcement support spend oversight.
Use Cases
“Centralizing accounts payable operations”
AP teams can replace scattered inboxes, PDFs, paper invoices, and side conversations with a controlled workspace where invoice ownership, coding, approvals, exceptions, and status are visible.
“Managing multi-entity or multi-location AP”
Finance teams operating across entities or locations can apply routing and approval rules while retaining entity-specific accounting context and a shared invoice history.
“Reducing vendor-status inquiries”
Organizations can let vendors submit information and check invoice or expected payment status themselves, reducing the need for AP staff to reconstruct updates manually.
“Controlling spend before and after purchase”
Procurement teams can collect requests, apply budgets and policies, and secure approvals before commitment; finance can then connect the approved purchase to invoice, payment, card, or reimbursement workflows.
“Preparing finance data for close and audit review”
Teams can keep documents, coding, conversations, approvals, status changes, and exception history connected before ERP posting, making transaction context easier to review.
Frequently Asked Questions
What does Stampli include?
The procure-to-pay platform includes Procurement, Accounts Payable, Vendor Management, Expense Management, and Payments. Organizations can begin with the products relevant to their current priorities and add others as processes evolve.
How does Stampli work with an ERP?
The ERP remains the system of record. Stampli uses ERP vendors, accounts, dimensions, purchase orders, and validation rules in the workflow, then synchronizes or posts approved information with its accounting context.
What does Billy automate?
Billy can capture and code invoice lines, identify vendors, predict approvers, flag duplicates, support purchase-order and receipt matching, and route routine work. It also explains or prepares work and surfaces exceptions for review; people retain responsibility for approvals and payment-release decisions.
Can vendors use Stampli directly?
Yes. Vendor Management provides self-service for submitting information and checking invoice or payment status. Finance can verify vendor documents and sensitive changes rather than allowing vendors to approve themselves.
How is Stampli priced and implemented?
Stampli uses a request-a-quote process. The pricing page describes onboarding, team training, customer success, and support for the AP offering, and states that its fulfillment-first implementation approach is designed for deployment in weeks; exact scope should be confirmed with Stampli.
Quick Facts
- Category
- Procure-to-pay and accounts payable software
- Primary users
- Finance, accounts payable, procurement, and vendor-management teams
- Core products
- Procurement, Accounts Payable, Vendor Management, Expense Management, and Payments
- ERP approach
- The ERP remains the system of record; Stampli carries workflow and accounting context into processing
- Pricing
- Custom quote; request pricing from Stampli
- Listed ERP systems
- QuickBooks, SAP, Microsoft Dynamics, Oracle, Sage Intacct, Acumatica, and Dealertrack
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