Every time a vendor asked if they’d been paid, I’d dig through emails, PDFs, and approval threads trying to piece together what happened. Bills lived in five places, reminders got missed, and somehow it always felt like my fault. That’s not accounting. That’s friction.
I switched to Melio and stopped playing inbox detective. Now bills, vendors, approvals, and payments live in one place. Things move. Vendors get paid. Nothing disappears.
No heroics. Just fewer headaches.
Fix the process. The rest follows.
Use Melio. Take the win.
1. 📋 Taxfyle streamlines tax preparation and filing so small accounting firms handle clients faster, minimize errors, and free capacity for high-value advisory services.
2. ⚡ Julius AI analyzes financial documents and generates plain-language summaries so accountants streamline client explanations, improve accuracy, and save billable hours on reviews.
3. ⚡ AiSDR automates outbound sales prospecting and personalized lead engagement, delivering a predictable meeting pipeline to free up partner capacity for advisory services.
4. ⚡ MeetGeek records, transcribes, and summarizes meetings, allowing accountants to track client discussions and action items accurately, improving client communication and follow-up efficiency.
5. 📋 H&R Block AI Tax Assist guides DIY filers with 24/7 AI-driven support, automating common tax questions and reducing errors while freeing accountants for advisory work.
6. 💰 Gusto automates payroll, benefits, and compliance so accounting firms reduce manual errors, free team hours, and deliver timely, accurate client payroll services.
7. 📈 Compass automates cash‑flow modelling and financial alerts so your firm tracks real‑time client metrics, reduces spreadsheet chaos and elevates advisory credibility.