Accounting Automation

Save time and improve accuracy.

Automation that flows across the full lifecycle of a purchase. From initial request to final booking. Automated workflows your teams will love.

Save time and improve accuracy

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Capterra   

Sync the whole truth to your GL.

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

Transactions automatically synced to GL

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

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Virtual card settings.

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Physical card settings.

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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.

Easily set contract start and end dates for straight-line amortization schedules, or let Airbase select them from the invoice. Set the pre-paid 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.
Amortization
Audit trail

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.

EBOOK:

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Automate low-value work to focus on high-value, strategic finance.

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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.

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Automatic syncing to the GL.

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

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

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Amortizations.

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

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“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