Our automation spans across the entire lifecycle of a transaction, from approval workflows to auto-categorization, bill creation, receipt capture, and syncing to the GL. We even offer automated receipt compliance enforcement.
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Virtual cards are automatically synced to your GL when the transaction occurs. We integrate with QuickBooks Online, Xero, Sage Intacct, and Oracle NetSuite. All other payment types can be easily synced to the GL once a payment is made.
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Airbase learns from each of the fields set for previous transactions to recommend fields for new transactions. And, it gets smarter with every sync.
Auto-categorization updates the GL fields of physical card transactions based on past GL entries.
Ledger entry fields for vendor, category, line tags, and transaction tags will be auto-categorized.
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Easily set contract start and end dates for amortization schedules, or let Airbase select them from the invoice. Select the prepaid account you’d like the transaction booked to, and then every month, Airbase will automatically make the journal entry for you. The individual monthly journal entries are synced to the GL, and the schedule can be easily tracked.
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When everything is filed by transaction in one consistent format, you’ll never have to spend time tracking down a receipt, an email, an approval, a PO, an invoice, a contract, or a contact, ever again.
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Set approval thresholds to reflect your company’s policies, capture requests and approvals, and create a consistent audit trail for all purchases.
Keep your GL current with direct syncing of all transactions, and automatic syncing for all virtual card transactions.
Missing or incorrect categorizations slow down your month-end close. Auto-categorize ledger entry fields for vendor, category, line tags, and transaction tags.
Keep your AP error free, payments flowing on time, and your GL current with Airbase’s easy amortization feature.
“When we had five Amex cards, we’d download all of those transactions into Xero and then our accounting manager would spend close to a full day going through all of the transactions to make sure they were assigned to the proper GL accounts and departments. Now that process is no longer required because Airbase puts each transaction into the right bucket automatically. It’s almost like a fire-and-forget solution.”
