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Autonomous Finance Platform

Paylocity for Finance

Managing the full lifecycle of spend.

Transform spend management – real-time visibility, AI-powered automation, seamless integration, smarter financial workflows. Connect HR employee data directly with expense reimbursements and AP invoice processing.

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Paylocity for Finance
Next-Generation Spend

AI-Powered Finance Tools to Manage Spend in Everyday Systems

Close the gap between procurement, daily employee spending, and month-end accounting reconciliation.

Paylocity for Finance brings spend together

Expense Management

AI receipt capture with automatic OCR parsing, mileage tracking, out-of-policy warnings, and direct reimbursement on payroll.

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Corporate Cards

Physical and virtual Visa corporate cards with customizable department spending limits, merchant category locks, and real-time alerts.

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Accounts Payable Automation

Ingest supplier invoices automatically, run 2-way and 3-way PO matching, route approval chains, and disburse electronic payments.

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Guided Procurement

Enforce pre-purchase approval workflows before team members commit company capital, reducing rogue SaaS and vendor purchases.

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Headcount Planning

Bridge HR hiring plans with financial forecasts to model salary, bonus, and payroll tax impacts on company budgets.

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Spend Analytics

Gain instant visibility into vendor spend by department, identify duplicate subscriptions, and negotiate volume discounts.

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Platform Capabilities

What connects it all sets us apart

Connecting finance with HR data eliminates manual data syncs and provides instant spend visibility.

AI

OCR receipt extraction, anomaly detection on high-value expenses, and automated invoice line-item classification.

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Mobile App and Community

Empower employees to snap receipt photos immediately upon purchase and submit reports right from their phones.

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Integrations

Direct two-way general ledger sync with NetSuite, QuickBooks Online, Sage Intacct, and Microsoft Dynamics 365.

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Analytics and Reporting

Real-time corporate cash flow visibility, departmental budget variance tracking, and vendor spend concentrations.

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Workflows

Multi-step purchase approval chains routed by department head, dollar limit, and general ledger account category.

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Client partnership

Dedicated accounting and implementation specialists ensuring your chart of accounts reconciles smoothly.

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Client Results

Creating Efficient Spend Management

See how scaling enterprises regain control of spend and eliminate paper receipts with Paylocity.

Case Study
65% Faster Multi-Entity Closing

Arcadea Group

Consolidated expense management and AP automation across growing international portfolio companies.

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Case Study
4 Days to Reimburse Staff

CleanCraft Co.

Replaced manual paper receipts with mobile capture and automatic payroll paycheck reimbursements.

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Got Questions?

FAQs

Frequently asked questions about Paylocity for Finance.

Transform your financial operations today

See how unified spend management saves hours for accounting and simplifies work for your entire team.

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