# Stampli — Procure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing. > Source: Tick Mark Books — https://tickmarkbooks.com/stampli (structured, researched, re-verified) 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. **Best for:** Finance teams with high invoice volume, many approvers and several entities | Fact | Value | | --- | --- | | Website | https://www.stampli.com/ | | Category | Accounts payable and bills, With a bookkeeper checking, Works with QuickBooks Online | | Open source | No | | Price | Price on request | | Price checked | 26 October 2026 | Screenshot of Stampli: https://tickmarkbooks.com/img/1920/screenshots/stampli.webp, captured 26 October 2026 **What we checked** - Pages last read: 26 October 2026 ## What it costs A month of books at 100 transactions: Quote only ## What we checked on Stampli ### What it costs to keep your books **Ledger included** · No — 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, projects, items, and purchase orders. > — https://www.stampli.com/erp/quickbooks/ · Section headed 'Keep every invoice moving with QuickBooks Online context', checked 26 October 2026 ### What the AI does with your books **What the AI does** · Yes — 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. > — https://www.stampli.com/ap-automation-platform/ · Section 'Built for the way AP actually works', card 'Intelligence that works the invoice', checked 26 October 2026 **Categorizes transactions** · Yes — 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. > — https://www.stampli.com/billy/ · Section 'Code every field the way your team does.', checked 26 October 2026 **Reconciles your accounts** · Partly — 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. > — https://www.stampli.com/payments/ · Section 'Everything finance needs between "approved" and "reconciled"', card 'Reconcile one-to-one', checked 26 October 2026 **Reads receipts and bills** · Yes — 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. > — https://www.stampli.com/expenses/ · Section 'Everything finance needs from "I need to spend" to "ready to close"', card 'Bring receipts closer to the transaction', checked 26 October 2026 **Pays your bills** · Yes — 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. > — https://www.stampli.com/payments/ · Section 'Everything finance needs between "approved" and "reconciled"', card 'Pay by the method that fits', checked 26 October 2026 ### Who checks the AI’s work **People check the books** · Yes — 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. > — https://www.stampli.com/billy/ · FAQ, 'Does Billy make final decisions or approve transactions?', checked 26 October 2026 **Your own bookkeeper** · Partly — 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 deriving greater value from the software. > — https://www.stampli.com/customer-support/ · FAQ, 'Is there additional support available beyond the customer support team?', checked 26 October 2026 **Accuracy the vendor claims** · Yes — 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 environments and 2,769 unique field types. This is suggestion coverage, not autonomous financial judgment. > — https://www.stampli.com/ai-information/ · Section '87% AI suggestion coverage with human review', checked 26 October 2026 ### Where your books live and what it connects to **QuickBooks Online** · Yes — 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. > — https://www.stampli.com/accounting-systems-erps/ · Integration finder section heading, above the searchable list of supported accounting systems, checked 26 October 2026 **QuickBooks Desktop** · Yes — 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. > — https://www.stampli.com/accounting-systems-erps/ · Integration finder section heading, above the searchable list of supported accounting systems, checked 26 October 2026 **NetSuite** · Yes — 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. > — https://www.stampli.com/accounting-systems-erps/ · Integration finder section heading, above the searchable list of supported accounting systems, checked 26 October 2026 **Payroll** · No — 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 paying the employee. > — https://www.stampli.com/expenses/ · FAQ, 'How do reimbursements move to payroll?', checked 26 October 2026 **Platforms** · Partly — 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. > — https://www.stampli.com/expenses/ · Section 'Everything finance needs from "I need to spend" to "ready to close"', card 'Make out-of-pocket spend finance-ready', checked 26 October 2026 ### What it keeps track of **Inventory** · Partly — 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. > — https://www.stampli.com/erp/quickbooks/ · Section 'QuickBooks Online integration', checked 26 October 2026 **Other currencies** · Partly — 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 depending on the vendor’s country and the method used to send the payment. > — https://www.stampli.com/terms/ · Direct Pay Services terms, section 11 'FEES, PAYMENTS, CHARGEBACKS AND RECONCILIATIONS', clause a. Currency, checked 26 October 2026 **Mileage** · Partly — 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. > — https://www.stampli.com/expenses/ · Section 'Control and convenience can stop fighting now', card 'Reimbursements people actually submit', checked 26 October 2026 **Profit by project or job** · Partly — 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. > — https://www.stampli.com/erp/quickbooks/ · QuickBooks Online FAQs, 'Does Stampli preserve QuickBooks Online classes, locations, and project coding?', checked 26 October 2026 ### Your data and its security **SOC 2 report** · Yes — 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). > — https://www.stampli.com/security-policy-and-practices/ · Section 'Certification / assurance of processes and products', checked 26 October 2026 **Your data trains AI** · Partly — 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 aggregated platform metrics. > — https://www.stampli.com/terms/ · Master Subscription Agreement, clause 2.7.3 on feedback and use of information, checked 26 October 2026 ### Who it is built for **For accounting firms** · Partly — 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 > — https://www.stampli.com/partners/ · Section 'Stampli’s Partner Program', benefits list, checked 26 October 2026 **Several businesses** · Yes — 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 separately. > — https://www.stampli.com/erp/quickbooks/ · QuickBooks Online FAQs, 'Can Stampli support multiple QuickBooks Online companies?', checked 26 October 2026 **Canada** · No — 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. > — https://www.stampli.com/terms/ · Direct Pay Services terms, Customer Application documentation list, checked 26 October 2026 **Australia** · No — 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. > — https://www.stampli.com/terms/ · Direct Pay Services terms, Customer Application documentation list, checked 26 October 2026 ### Trying it, starting and getting help **Sign up without a sales call** · No — 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 payments, credit cards, and more. > — https://www.stampli.com/pricing/ · Page heading 'Stampli Pricing' with the 'Request a Quote' button, checked 26 October 2026 **Contract and cancelling** · Partly — 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 of non-renewal at least 30 days before the end of the relevant subscription term. > — https://www.stampli.com/terms/ · Master Subscription Agreement, clause 2.17.1 Term, checked 26 October 2026 **Support** · Partly — 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. > — https://www.stampli.com/customer-support/ · FAQ, 'What are the support team's available hours?', checked 26 October 2026 ## Stampli alternatives - [Puzzle](https://tickmarkbooks.com/puzzle) · No list price: AI-native accounting software with optional bookkeeper services for startups and small businesses. - [Booke AI](https://tickmarkbooks.com/booke-ai) · No list price: An AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents. - [Pilot](https://tickmarkbooks.com/pilot) · No list price: A bookkeeping and tax service for startups that pairs software-driven dashboards with human financial advisors. - [Expensify](https://tickmarkbooks.com/expensify) · Free plan, then $5 a seat a month: Receipt scanning, company cards, bill pay and reimbursements that feed QuickBooks, Xero or NetSuite. - [Zeni](https://tickmarkbooks.com/zeni) · From $549 a month: AI bookkeeping with a dedicated finance team, built on QuickBooks Online Plus. - [Ottimate](https://tickmarkbooks.com/ottimate) · Price on request: AI invoice capture, coding and vendor payments that sync into your accounting system. - [Glean.ai](https://tickmarkbooks.com/glean-ai) · From $295 a month billed annually: Accounts payable automation with invoice-level vendor-spend intelligence. - [Melio](https://tickmarkbooks.com/melio) · Free plan, then $25 a month: Bill pay and invoicing for US small businesses, with AI bill capture and QuickBooks, Xero and NetSuite sync. - [Zoho Expense](https://tickmarkbooks.com/zoho-expense) · Free plan, then $4 a seat a month: Travel, expense and corporate card management with Zia AI receipt capture, from $4 per user a month. 5 of the 9 publish a price. [All 9 alternatives](https://tickmarkbooks.com/stampli/alternatives/) ## Sources and changes Last changed 26 October 2026 **Sources on stampli.com** (12) - https://www.stampli.com/erp/quickbooks/, read 26 October 2026 - https://www.stampli.com/expenses/, read 26 October 2026 - https://www.stampli.com/terms/, read 26 October 2026 - https://www.stampli.com/billy/, read 26 October 2026 - https://www.stampli.com/customer-support/, read 26 October 2026 - https://www.stampli.com/payments/, read 26 October 2026 - https://www.stampli.com/pricing/, read 26 October 2026 - https://www.stampli.com/accounting-systems-erps/, read 26 October 2026 - https://www.stampli.com/ai-information/, read 26 October 2026 - https://www.stampli.com/ap-automation-platform/, read 26 October 2026 - https://www.stampli.com/partners/, read 26 October 2026 - https://www.stampli.com/security-policy-and-practices/, read 26 October 2026 ## Is this yours? Claim Stampli: https://tickmarkbooks.com/claim/stampli Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: Stampli (stampli)".