See Cleo Pay in Action
Watch how Cleo Pay automates invoice scanning, vendor payments, QuickBooks sync, and 1099 compliance in one platform.
10 minute walkthrough
What You'll See
Everything covered in the demo.
AI Invoice Scanning
Upload a photo or forward an email. AI extracts vendor, amount, line items, and due date automatically.
ACH Vendor Payments
Approval to ACH transfer in one click. Payments settle in 1-2 days with full audit trail.
QuickBooks Sync
2-way sync of vendor records, bills, and payment data. No manual data entry between systems.
1099 Compliance
W-9 collected during vendor onboarding. $600 threshold tracked automatically. 1099s ready at year end.
What's Covered
Everything you'll see in the walkthrough.
The demo walks through the full Cleo Pay platform, from scanning your first invoice to syncing payments with QuickBooks.
Invoice Processing
From receipt to record, handled automatically.
AI Invoice Scanning
Drag and drop any invoice or receipt. AI extracts every line item, maps it to your QuickBooks chart of accounts, and learns from your corrections over time.
Auto-Categorization
Each invoice is automatically categorized to the right expense account. No manual sorting, no misclassified line items.
Email Forwarding
Forward invoices from your inbox to auto-create bills in Cleo Pay. Invoices are tagged and categorized on arrival.
Custom Invoice Fields
Collect venue name, event date, billing contact, or any field your business needs on every submission.
Approvals and Payments
Review, approve, and pay from one screen.
Approval Workflows
One-click approve from the dashboard. Set multi-step approvals by dollar amount or category, and see exactly who approved what and when.
Team Roles
Add team members as admins, payers, or approvers. Build custom approval chains so the right people sign off before any payment goes out.
Payments Dashboard
See all upcoming payables, pending approvals, and cash flow in one place. Schedule payments for a future date or pay immediately with 1-2 business day delivery.
Payment Scheduling
Set a future payment date on any bill. Cleo initiates the ACH transfer automatically on the scheduled day, with no manual follow-up.
Vendors and Integrations
Connect your vendors and your books in minutes.
Shareable Invite Links
Text or email a branded link to any vendor. They enter their tax ID, connect their bank via Plaid, and submit their W-9. Self-service onboarding in about 15 minutes.
Shareable Payment Links
Create an invoice and share a payment link. Your customer pays via bank transfer through Plaid with zero credit card fees.
QuickBooks Integration
Sync vendors, chart of accounts, bills, and bill payments bidirectionally. New vendors and bills are auto-created on approval.
Plaid Bank Connection
Vendors connect their bank through Plaid's secure OAuth flow. Supports thousands of US banks with instant verification.
How It Works
Three steps to automated AP.
Cleo Pay replaces the spreadsheet-and-email workflow with a single platform. Here is what the process looks like from day one.
Onboard your vendors
Send an invite link. Your vendor enters their tax info, connects their bank via Plaid, and signs their W-9 digitally. The whole process takes about 15 minutes, with zero back-and-forth on your end.
Approve invoices
Vendors submit invoices through their portal, or you snap a photo and let AI extract the details. Review everything in your dashboard, then approve with one click. No spreadsheets, no email threads.
Pay via ACH
Approved invoices go out as ACH transfers. Standard ACH settles in 3-5 days (free), Fast ACH in 1-2 days. Every payment syncs to QuickBooks automatically, and 1099 totals update in real time.
FAQ
Common questions about Cleo Pay.
Want a live walkthrough?
Book a 20-minute call with our team. We will walk through Cleo Pay with your specific workflow and answer any questions.