AP Automation for Financial Services

Helping Financial Institutions improve bill processing efficiencies to control spend and optimize their working capital.

Process and Pay Invoices on Your Terms

Enabling a more efficient and effective Accounts Payable function

Financial service companies like banks, investment services, accounting firms, card services, insurance providers, and venture capital firms — are document-heavy institutions with unique accounts payable requirements for workflows, including auditability of the entire process.

Customers choose Stampli AP Automation to deliver a more efficient AP function by automating invoice capture, coding, and approval processes. Automating payables in this way supports your internal controls requirements from segregation of duties to scrutineering with audible logs of all invoice activities.

Stampli AP Automation for Financial Services
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AP Automation Benefits for Financial Services


Streamlined Payables

Simplify workflows with AP Automation and leave the invoice capture and coding to Billy the Bot, our intelligent AI helper, who also mitigates fraud and catches duplicates.

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Faster Approvals

Say goodbye to long, untrackable email threads. Connect stakeholders on top of the invoice with an auditable log and communication tools for an easier decision.

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Not just designed for accountants. Intuitive interface that all users from AP to approvers to administrators can easily take action without training.


Access Anywhere

Process and approve invoices with Stampli from any working location, at any time or on any device in real-time.


Flexible & Scalable

Stampli AP Automation flexes to your existing processes and systems, and adapts as you grow to meet any business requirement from workload to workflow.


Control & Audit

All invoice activities and communications are readily available in a detailed log. Configurable permissions for users to make it easy to enforce controls.


ERP Integrations

Easily integrate Stampli AP Automation into your specific procurement and accounting processes, and any financial system without IT support.

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Fast Set Up

Get started with AP Automation in days — not months — as our Customer Success team guides you through a fast and easy setup process.

Stampli has reduced our Accounts Payable process time by 75%. Our employees love being able to communicate about a bill right within the system. The integration with Intacct is seamless and incredibly quick.
Teddi Patchett
Senior Accountant, Techstars
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Success Stories

LTC Ally Case Study Preview
Case study

How AP automation gives LTC Ally the capacity to add 30 skilled nursing facilities a month

Growing more efficient when no two customers are the same The good news: LTC Ally is growing at lightning speed, onboarding up to 30 new…

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