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Tick Mark Books

Stampli

Summary

Stampli is a procure-to-pay platform that runs purchase requests, invoice capture, coding, approvals, vendor records, payments and card spend in one workspace. Its AI, Billy, prepares the routine work while your own accounting system stays the book of record.

A month of books at 100 transactions
Quote only
Open source
No
Best for
Finance teams with high invoice volume, many approvers and several entities

What we checked

Pages last read

What it costs

A month of books at 100 transactions

Quote only

Checked against the maker's own pages, 26 October 2026.

What we checked on Stampli

YesPartlyNo

What it costs to keep your booksNo

Ledger included

Stampli runs the buying and paying workflow but not the books themselves: you keep paying for QuickBooks Online, NetSuite, Sage Intacct or whichever accounting system you already run, which stays the book of record.

Stampli runs the invoice-to-pay workflow, while QuickBooks Online remains your system of record from vendors and accounts to classes, locations,…

stampli.com/erp/quickbooksChecked

What the AI does with your booksYes

What the AI does

Billy, the AI inside Stampli, captures and codes invoice lines, identifies vendors, predicts approvers, flags duplicates, matches lines to purchase orders and learns from corrections your team makes.

Billy captures and codes every line, identifies vendors, predicts approvers, flags duplicates, and learns from your team’s decisions.

stampli.com/ap-automation-platformChecked

What the AI does with your booksYes

Categorizes transactions

Billy applies your coding patterns to the fields of the accounting system you run, and reviewed corrections feed back into later suggestions; a person still confirms before posting.

Billy learns your coding patterns and applies them across your ERP fields.

stampli.com/billyChecked

What the AI does with your booksPartly

Reconciles your accounts

Payments are reconciled one-to-one against the bank transaction and the record in your accounting system, but Stampli reconciles its own payments rather than closing out every bank and card account each month.

Automatic ERP sync preserves a direct relationship between the payment, bank transaction, and ERP record.

stampli.com/paymentsChecked

What the AI does with your booksYes

Reads receipts and bills

Receipts can be submitted by web, mobile, messaging, upload or inbox, and are matched to card expenses with employees prompted when something is missing.

Receipts match to card expenses, and employees get prompted the moment something’s missing.

stampli.com/expensesChecked

What the AI does with your booksYes

Pays your bills

This is the core of the product: invoices are captured, coded, routed for approval and then paid by check, bank transfer, virtual card or international payment in the same workflow.

Use ACH, paper check, virtual card, or supported international payment methods without leaving the connected workflow.

stampli.com/paymentsChecked

Who checks the AI’s workYes

People check the books

Review is explicitly yours: Billy prepares work and routes exceptions, and the vendor says authorized people keep approvals, posting and payment release.

No. Billy prepares repeatable work, applies configured rules, explains what he did, and routes exceptions for review.

stampli.com/billyChecked

Who checks the AI’s workPartly

Your own bookkeeper

Every customer gets a named Customer Success contact and support staffed by former accounts payable practitioners, but that is product help rather than a bookkeeper keeping your books.

Yes, every Stampli customer is assigned a dedicated Customer Success team member who provides guidance on optimizing processes and continuously…

stampli.com/customer-supportChecked

Who checks the AI’s workYes

Accuracy the vendor claims

Stampli claims its AI suggested values are correct 92% of the time and shows the measurement behind it: 29.6 million of 34.3 million fields in April 2026 across 2,248 customer environments.

In April 2026, Stampli AI generated suggestions for 29.6 million of 34.3 million evaluated ERP-structured invoice fields across 2,248 active customer…

stampli.com/ai-informationChecked

Where your books live and what it connects toYes

QuickBooks Online

Stampli connects to more than seventy accounting systems, QuickBooks Online, QuickBooks Desktop and Oracle NetSuite among them, each with its own integration page

Connect Stampli to more than 70 cloud and on-premises ERPs, including Microsoft, Oracle, Sage, SAP, Intuit, Acumatica, Dealertrack, and more.

stampli.com/accounting-systems-erpsChecked

Where your books live and what it connects toYes

QuickBooks Desktop

Stampli connects to more than seventy accounting systems, QuickBooks Online, QuickBooks Desktop and Oracle NetSuite among them, each with its own integration page

On the page: Integration finder section heading, above the searchable list of supported accounting systems

stampli.com/accounting-systems-erpsChecked

Where your books live and what it connects toYes

NetSuite

Stampli connects to more than seventy accounting systems, QuickBooks Online, QuickBooks Desktop and Oracle NetSuite among them, each with its own integration page

On the page: Integration finder section heading, above the searchable list of supported accounting systems

stampli.com/accounting-systems-erpsChecked

Where your books live and what it connects toNo

Payroll

none built in: approved out-of-pocket claims are prepared for whatever payroll the company already uses, and the vendor says payroll still pays the employee.

Stampli helps finance review and prepare approved reimbursement information for the customer’s payroll process. Payroll remains responsible for…

stampli.com/expensesChecked

Where your books live and what it connects toPartly

Platforms

web is the main place it runs, with mobile approvals and a mobile capture flow for receipts and mileage; the vendor never names Windows, Mac, iOS or Android.

Purchases, mileage, and per diem captured in one guided mobile flow, receipts attached.

stampli.com/expensesChecked

What it keeps track ofPartly

Inventory

Items, purchase orders and receipts come across from the accounting system so invoices can be matched line by line, but stock quantities and cost of goods sold stay in that system.

Pull QuickBooks Online details into every invoice, from vendors and accounts to classes, locations, projects, items, and purchase orders.

stampli.com/erp/quickbooksChecked

What it keeps track ofPartly

Other currencies

Payments to vendors abroad can go out in a foreign currency, but domestic payments are in US dollars and multi-currency accounting stays with your accounting system.

All payments made to domestic vendors will be in U.S. dollars. Payments to international vendors can be made in USD and/or in a foreign currency…

stampli.com/termsChecked

What it keeps track ofPartly

Mileage

Employees enter mileage in the mobile claim flow alongside purchases and per diem; nothing says miles are tracked automatically by the phone.

Out-of-pocket purchases, mileage, and per diem in one mobile flow, with receipts and policy context attached before payroll.

stampli.com/expensesChecked

What it keeps track ofPartly

Profit by project or job

Projects, jobs, classes and locations come from your accounting system and are applied when coding, so profit by project is reported there rather than in Stampli.

Yes. Stampli brings configured classes, locations, customers, projects, items, accounts, and other coding details into the workflow.

stampli.com/erp/quickbooksChecked

Your data and its securityYes

SOC 2 report

Stampli says it undergoes SOC 1, SOC 2 and SOC 3 certification with annual reviews and links a SOC 3 report; it also claims PCI DSS compliance.

Stampli undergoes SOC 1, 2, and 3 certification and annual reviews. Stampli also is PCI DSS compliant (SAQ-D Attestation of Compliance).

stampli.com/security-policy-and-practic…Checked

Your data and its securityPartly

Your data trains AI

The agreement lets Stampli use usage information and aggregated, anonymized platform data for product improvement, and names no way for a customer to opt out.

Stampli may also aggregate and anonymize data on the Services and underlying platform and use and retain that data for product improvements and…

stampli.com/termsChecked

Who it is built forPartly

For accounting firms

There is a partner program for accounting firms built on referrals and revenue sharing, not a console where a firm runs many clients under its own branding.

A straightforward referral process Competitive revenue sharing Dedicated Account Management support Comprehensive co-marketing resources

stampli.com/partnersChecked

Who it is built forYes

Several businesses

One account can run several companies, with each company's vendors, accounts, approvals and records kept apart; the comparison shows entities and locations as unlimited.

Yes. Stampli supports multi-company P2P workflows while keeping each company’s vendors, accounts, approvals, and transaction records organized…

stampli.com/erp/quickbooksChecked

Who it is built forNo

Canada

Canada, the UK and Australia are never named.

A copy of a utility bill, dated within three (3) months of our request, with your name and U.S. street address on it.

stampli.com/termsChecked

Who it is built forNo

Australia

Canada, the UK and Australia are never named.

On the page: Direct Pay Services terms, Customer Application documentation list

stampli.com/termsChecked

Trying it, starting and getting helpNo

Sign up without a sales call

There is no sign-up or checkout: buying starts with a quote request or a demo booking, and onboarding is run with a named success contact.

Stampli is the only Procure-to-Pay platform that connects every dot. Our pricing is as simple as our implementation — including our integrated…

stampli.com/pricingChecked

Trying it, starting and getting helpPartly

Contract and cancelling

The term is whatever the order form says and renews itself for the same length unless either side gives thirty days' notice; either party may also end it on thirty days' written notice.

This Agreement will automatically renew for additional periods equal to the Initial (subscription) Term, unless either party gives the other notice…

stampli.com/termsChecked

Trying it, starting and getting helpPartly

Support

Email and in-product help run from 9AM to 8PM Eastern with a claimed average response under sixty seconds, staffed by former accounts payable practitioners; no phone line or around-the-clock cover is published.

Stampli’s support team is available from 9AM to 8PM EST, ensuring that customers can receive assistance during extended business hours.

stampli.com/customer-supportChecked

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All 9 alternatives

Sources and changes

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