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Accounting Automation

Save time and improve accuracy.

Airbase accounting automation starts with the moment a transaction is requested and flows to the GL.

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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Yatin Mody, Head of Finance at Postman
Yatin Mody
Head of Finance at Postman
Airbase has definitely helped in the closing process by making everything more automated. The system can tag and categorize and sync transactions directly to the GL. It’s freed up time for us to do other things. We’re saving 20 hours a week. Effectively, Airbase does more work than a half-time employee.
Trusted by finance teams at all stages.

Transactions are automatically synced.

Airbase accounting automation syncs all transactions to the GL.

Virtual cards are automatically synced to your GL when the transaction occurs. We integrate with QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle NetSuite. All other payment types can be easily synced to the GL once a payment is made.

Deep integrations with the GL:
Set rules for several fields.

Airbase accounting automation lets you set the rules for accounts and tags.

Virtual card settings.

Airbase accounting automation lets you set rules for virtual and physical card transactions.

Physical card settings.

Airbase accounting automation includes auto-categorization that learns as you spend.

Auto-categorization.

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.

Amortization.

Airbase accounting automation includes the creation of an amortization schedule.

Easily set contract start and end dates for amortization schedules, or let Airbase select them from the invoice. Set the prepaid account for booking, and Airbase will automatically make the journal entry each month. NetSuite users can take advantage of our deep integrations and choose from NetSuite’s amortization template library for more complex flows.

Airbase accounting automation creates an audit trail of each transaction as it happens.

Audit trail of every expense.

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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Automated approval workflows.

Set approval thresholds to reflect your company’s policies, capture requests and approvals, and create a consistent audit trail for all purchases.

Automatic syncing
to the GL.

Keep your GL current with direct syncing of all transactions, and automatic syncing for all virtual card transactions.

Auto-categorizations.

Missing or incorrect categorizations slow down your month-end close; auto-categorize ledger entry fields for vendor, category, line, and transaction tags.

Amortizations.

Keep your AP error-free, payments flowing on time, and your GL current with Airbase’s auto amortizations.

JD Higginbotham, Controller at Ridecell
“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.”
JD Higginbotham
Controller at Ridecell

Learn how accounting automation can help you cut your time-to-close in half.

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