Welcome to the Stampli Help Center. Start here to learn how Stampli works and find guidance for the work you do, whether you process invoices, manage vendors, run payments, or use the mobile app.
What is Stampli?
Stampli is an AI-driven procure-to-pay platform that helps finance teams manage the purchasing and payment lifecycle, from the first request through vendor payment.
Instead of handling requests, invoices, approvals, and payments across disconnected systems and email, Stampli brings the workflow together and connects it to your ERP.
With Stampli, organizations can:
Capture and manage purchase requests
Process and approve invoices
Manage vendor onboarding and compliance
Execute payments and manage corporate card transactions
Maintain an audit-ready record of financial activity
Stampli's embedded AI, Billy, helps automate repetitive work such as invoice coding, purchase-order matching, and approval routing so finance teams can focus on exceptions and decisions.
How Stampli works
Request and procurement: Employees submit requests for goods or services, which are reviewed according to your organization's policies and budgets.
Invoice processing: Stampli captures invoices, extracts key data, applies coding, and routes invoices through the appropriate approval workflow.
Matching and validation: Invoices can be matched to purchase orders and receiving records so discrepancies can be reviewed before payment.
Vendor management: Vendors can submit documents and maintain their information through the Vendor Portal.
Payments: Approved invoices can be paid from Stampli using supported payment methods while maintaining a complete audit trail.
Explore Stampli by module
Use these resources to go directly to the area you work in. Access depends on the modules enabled for your organization.
Procurement: Submit and approve purchase requests, manage purchase orders, and record receiving.
Invoices: Capture, code, match, and approve invoices with Billy.
Vendors: Manage vendor records, onboarding, tax documents, and the Vendor Portal.
Payments and Direct Pay: Execute approved payments and manage supported payment methods.
Stampli Card: Request and manage corporate cards, submit card transactions, and review card expenses.
Expenses & Reimbursements: Submit and approve employee expenses and reimbursements.
Deep Finance: Ask finance questions in plain language and explore on-demand analysis of your spend data.
Mobile App: Approve invoices, payments, card requests, and expenses while away from your desk.
Open the Help Center from Stampli
Sign in to your Stampli account.
Open your user profile menu in the upper-right corner.
Select Help.
This opens relevant documentation while you work in Stampli.
Get support
For help beyond the articles in the Help Center, contact the Stampli Support team from the Help menu or the chat bubble in Stampli.