An AI Agent For Melio That Gets Your Bills Ready To Pay
Bills arrive in email and sit there until the due date gets close. The agent turns them into Melio entries and lines up each payment so all you do is say yes.
From $10/month 30 days free No credit card
What Your Agent Does In Melio
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Enters Bills From Email
When a vendor invoice lands in your inbox, the agent adds it to Melio with the vendor, amount and due date filled in.
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Lines Up Payments To Approve
It groups what is due next week, picks the payment date that avoids a late fee and sends you the list to approve.
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Flags Odd Bills
If an invoice amount is far from the usual for that vendor, or a bill looks like a repeat, the agent holds it and asks you first.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Melio for you, with your own login, and reports back in the thread.
- Add the invoice from Bayview Printing that came in this morning.
- What bills are due before Friday and which ones are not scheduled yet?
- Does the Ridgeline Freight bill look like a duplicate of last month’s?
Use Melio With Octopus Prime
- Open Settings › Connections, choose Melio and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Melio for you without ever seeing your password.
- Choose which agents can use Melio: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Melio And Your Agents
Will the agent pay my vendors by itself?
No. It prepares bills and proposed payments, and every payment waits for a person to approve it.
Can it change where a vendor gets paid?
It can only suggest that, and a change to bank details always waits for your OK.
Does my agent see my Melio password?
No. Your Melio login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Melio, at any time in Settings.
More Accounting And Finance Apps
All Finance Apps-
QuickBooks
Bank feed cleared, overdue invoices chased. -
Xero
Bank lines, invoices and month-end prep. -
BILL
Bills to pay and invoices to collect. -
Brex
Card spend watched and receipts chased. -
Expensify
Receipts and expense reports chased for you. -
FreshBooks
Invoices, estimates and time entries handled.
Put An Agent To Work In Melio. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Melio is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
