Controls built in.
At every step.
Roles decide who can create, approve and pay. Approval rules hold a bill until the right people sign off. Duplicate bill warnings ask you to confirm before a bill is paid twice.
Roles and permissions
Roles carry permissions across Pay, Get Paid, Contacts and more, so approving and paying can sit with different people.
Approval before payment
A bill cannot be paid until its required approvals are in.
Duplicate bill warnings
Cleo Pay warns when a bill looks like one already entered and asks you to confirm before paying.
How it works
Controls at every step
Invite your team and give each person a role, such as Payer or Approver.
Set approval rules by bill amount, with steps by role or teammate.
Bills wait for approval, and likely duplicates are flagged before anyone pays.
Decide who sees and moves money.
Admins set who can create bills, approve them and send payments. On the Balance page, revealing the full account number is limited to members who can pay.
See how controls work- Default Payer and Approver roles, plus custom roles
- Approval workflows by amount range, with steps by role or teammate
- A duplicate bill warning before payment
- IRS TIN matching for vendor tax IDs
Why it matters
No early payments
A bill stays in Awaiting Approval until its approvals are complete.
Separate duties
Let one person approve a bill and another pay it.
Checked vendor tax IDs
Vendor legal names and TINs are checked with the IRS TIN Matching service.