For many of Nonprofit Bookkeeping's clients, bill pay was a very resource-heavy process. Approvals typically required physical signatures of multiple approvers, which became very time-consuming. Bills were paid via paper checks and several steps had to be completed before a check could be mailed. Tracking expenses back to restricted grants was another labour-intensive challenge. So when their clients became entrenched in this manual process, they started asking Jeremy, the owner and founder of Nonprofit Bookkeeping, for a better way. That's when he turned to Corpay One for help.
Now, Nonprofit Bookkeeping delivers a complete spend management platform to clients. With Corpay One, they have been able to save clients up to 6 hours each month. That’s time they can reinvest back into their mission.
With Corpay One’s workflows, Nonprofit Bookkeeping’s clients are no longer spending countless hours writing checks and tracking down executives for signatures. Now, they can get approvals and make payments in just a few clicks. And with the built-in audit trail, every step of the process is documented - which reduces risk and improves internal controls, making Nonprofit Bookkeeping’s clients’ auditors happy, too!
Custom Workflows: Corpay One's Workflows enable you to customize, automate and implement almost any accounting rule for your team. Build internal controls like: routing expenses for approval, putting recurring bills on autopay and triggering actions based on keywords in your documents. The best part? Building them is as easy as drag & drop - so anyone can do it!
Automated Approvals: Gone are the days of chasing down approvers. Corpay One is a centralized place to review, approve, decline or follow-up on bills and receipts. You can even approve bills and expenses on the go via our mobile app for iOS and Android.
Accounting System Integration: Corpay One syncs payment details (like classes, categories and departments) to QuickBooks, Xero and more via Zapier! That means you can simplify your accounting workflow and get cleaner books in real time.
Built-in Audit Trail: Know transactions are secure by setting permissions for your team and tracking their activity with a built-in audit trail. And get complete visibility of all your expenses and bills like fundraising events, contractors, supplies and more - all in one place.
Corpay One is a leading spend management solution for scaling businesses. Get one, complete platform to manage your business bills and a credit card (the Corpay One Mastercard®!) to pay them. You can build custom bookkeeping and approval workflows that work for your team, while streamlining payments to your vendors, managing employee spend with custom controls and leveling up your business with line of credit. This is intelligent spend management designed to help you spend smarter, earn faster and save more. Get started today!