Integrations | Corpay One

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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About the Integration

Together, Corpay One and Slack are making sure you don’t have to leave the place you already communicate to handle basic accounting approvals.

Using Corpay One’s workflow technology to automatically create requirements for approvers, approvers are created and then need to be contacted to approve, deny or follow up on expenses.

With our new Slack integration, approvers are automatically contacted in Slack. They get the option to approve or deny expenses, or go to Corpay One to dive further into the details.

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Advantages of integrating Corpay One with Slack

Approve, upload and manage bills and receipts directly from Slack

Unified communication

With Corpay One and Slack, you can instantly approve or decline expenses - without leaving your main communication platform.

Hands-free bookkeeping

The more you use Corpay One, the smarter it gets. Corpay One will instantly recognize documents from the same vendors and add your bookkeeping data for you.

Automate everything

Corpay One helps you take the manual work out of every process, from accounts payable to expense management. You won't have to lift a finger.

Key tools for Slack

Automation-powered accounting, backed by our global payments infrastructure, will drive value for your team and for your clients.

Attachments

Corpay One scans, enters and syncs the entire financial document - sending it to your accounting system so you and your accountant can easily explore expenses.

Collaboration

You can invite your entire team to Corpay One, customizing your accounting process and user permissions to create a complete team environment.

Custom Lists

Roger enables you to create custom lists, either pulling directly from your ERP or building from scratch in Corpay One. You are free to customize your internal accounting process.

Spending Rules

With Workflows, you can build complex accounting rules, or, determine how and when vendors are paid. You can create multi-step approval flows and send additional data to your accounting system.

Fraud Detection

With Corpay One, there are no duplicate payments and no risks of internal or vendor fraud. Roger comes with a built-in audit trail for every document and vendor, along with customizable permissions for certain team members.

Document Match

Ensure no receipts are missing. Upload a bank statement to Corpay One and Corpay One will match it with existing records, or, create records for you. Automate notifying co-workers who need to upload a document.

Original Coffee has reduced manual finance team hours by 60% - even as they grew by 4x.

“The seamless data management that Corpay One has provided us is crucial to our business. In addition to being a time and money saver, it’s also enabling us to scale our business while maintaining a higher level of control and accuracy.”

Read their story