Running an accounting firm in 2025 requires more than just staying on top of financial records or helping clients handle their reporting. The industry has evolved, and now firms must offer expertise across a broad spectrum of challenges—from managing cash flow to optimizing payment operations. Enter Melio – A one-stop-shop payment and accounting solution for both accountants and SMBs built for clients of every size—with unmatched visibility, flexibility, and control.
Melio is the world’s fastest growing payment solution, dedicated to providing both accountants and SMBs with powerful tools to boost efficiency, gain more financial control, and optimize cash flow. With Melio, businesses can pay and get paid in the way that best works for them, access additional credit, speed up crucial payments, and pay vendors globally—all from a single platform.
Efficiency Through Automation
Melio allows users to automate routine tasks by setting up recurring payments, multiple bill payments, and even multiple vendor payments. It can sync with Gmail and Amazon Business and integrate with QuickBooks and Xero to assure smooth record keeping and payment planning, and its AI-powered bill capture tool allows you to easily upload bills with no manual data entry required.
Flexibility and Scheduling
Businesses rely on steady cash flow to keep things running smoothly. Melio allows businesses to schedule payments, expedite them, pay bills over time, or pay bills with a credit card—even where cards are not accepted. These abilities help facilitate healthy and optimized cash flow, allowing businesses to be more flexible and agile, and freeing up more funds to reinvest in growth.
Maximum Control and Maximum Visibility
With Melio, you can create multi-level workflows to ensure all payments are authorized efficiently, set payment terms for streamlined collaboration, and define roles and permissions to minimize errors and maintain control. These abilities allow accountants to serve their client in a comprehensive and unified manner, giving them full control and full visibility where it counts.
Full Client Collaboration
While being a robust and resourceful tool for accountants, Melio is also accessible and intuitive—allowing for both accountants and their clients to use Melio and collaborate on running their business. It’s easy to set up for both accounting firms and their clients, and the intuitive user interface allows for a much less clunky experience than traditional accounting software.
Other Standout Features Include
- Client dashboard for full visibility of all your clients in one place
- Mobile app for managing payments on the go
- FX Payments for international vendors and competitive rates
- Useful tax filing tools including W9 collection and auto 1099 sync
Meet our speaker – Steve Xu
Steve Xu is a Strategic Account Executive at Melio, with over 15 years of experience in the financial services sector. Specializing in areas such as payments, banking, business lending, cash flow management tools, mortgages, credit, and real estate, Steve has developed a comprehensive understanding of the financial landscape to be an asset for his clients.
Steve’s passion lies in helping accountants, bookkeepers, and business owners streamline their operations and find financial solutions that not only simplify their daily tasks, but also save them time and money. His expertise and commitment to understanding his clients’ unique needs have made him a trusted advisor to many in the industry.
Steve will soon mark his 4-year anniversary with Melio, a journey that has allowed him to witness firsthand the company’s impressive growth and evolution. Throughout his tenure, he has been instrumental in shaping Melio’s accountant team, playing a key role in its development into the high-performing group it is today.
This Week’s Drink: Jasmelio
No Appy Hour is complete without a signature drink!
This week’s cocktail, the “Jasmelio,” is a creative twist on the classic Jasmine Cocktail.
Just like Melio for accountants, this drink is refreshing, versatile, and goes well with almost anything.
Start using Melio and enjoy more efficiency, more control, and more flexibility!