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Connect Melio to FiscalInsights

Connect Melio for free business bill pay and vendor payments.

Integration Features

Bill pay
ACH transfers
Card payments
Vendor management

How It Works

Melio bill payments sync to FiscalInsights as accounts payable transactions. When you pay a vendor through Melio (via ACH, check, or card), the payment is recorded in FiscalInsights with the vendor name, amount, and payment method. The corresponding bank debit is matched automatically for clean reconciliation.

How to Connect Melio

1Navigate to Settings > Integrations and find Melio
2Click "Connect Melio" and sign in with your Melio account
3Grant FiscalInsights access to your Melio payment data
4Configure how Melio payments should be categorized
5Payment history imports and future payments sync automatically

Melio offers free ACH bill payments for small businesses, making it popular among companies looking to modernize their AP process without paying for an enterprise platform. The FiscalInsights integration captures every Melio payment and records it properly in your accounting books.

When you pay a vendor through Melio, whether by free ACH transfer, mailed check, or credit card payment (for cash-back opportunities), FiscalInsights records the transaction with the correct vendor, amount, and expense category. For businesses that use credit cards through Melio to earn rewards on bill payments, both the payment and the card charge are tracked to avoid double-counting.

Melio's vendor management features sync with FiscalInsights' contact records, keeping your vendor information consistent across both platforms. Payment history provides a clear audit trail of when each vendor was paid, by what method, and for what amount — essential information for tax time and vendor relationship management.

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