Total processed
$0
this month
Auto-approved
0
no action needed
Pending review
0
awaiting approval
Time saved
0m
vs manual
📈 Payment Activity
Last 7 daysAuto
Manual
⚡ Live Activity
⚡
No activity yet.
Process your first invoice.
Process your first invoice.
◎ Client Budgets
◎
No budgets set up yet.
✉ Invoice Inbox
0 unread✉
Inbox is empty.
Forward invoices to pay@payloai.com
Forward invoices to pay@payloai.com
⚡ Process Any Payment
📎
Drop PDF invoice here
or click to upload · PDF & TXT
or paste / type
Quick samples
Invoice content
Auto-approve under ($)
Monthly cap ($)
Client
Category override
AI Decision
💡 Input methods
📧
Forward emails
Forward to pay@payloai.com
📎
Upload PDFs
Drag and drop above
📋
Paste anything
AI extracts all details
🔗
API / Zapier
Connect your tools
Pending approval
0
awaiting review
Approved today
0
payments sent
Total value
$0
pending
◈ Payment Queue
◈
Queue is empty.
Process invoices to see them here.
Process invoices to see them here.
Total invoices
0
all time
Total value
$0
processed
Automation rate
0%
auto-handled
🕐 Invoice History
| Vendor | Category | Amount | Date | Status | Decision |
|---|---|---|---|---|---|
| No invoices yet. | |||||
Total budget
$0
across all clients
Spent
$0
this month
Remaining
$0
available
Utilization
0%
of total budget
◎ Client Budgets
◎
No client budgets yet.
Click "Add Client" to set up your first budget.
Click "Add Client" to set up your first budget.
Total vendors
0
active
Total paid
$0
all time
Avg payment
$0
per vendor
👥 Vendor Directory
VendorCategoryTotal PaidLast PaymentStatus
👥
No vendors yet.
They appear after processing invoices.
They appear after processing invoices.
This month
$0
total spend
Automation rate
0%
auto-handled
Invoices
0
processed
Time saved
0m
vs manual
💸 Spend by Category
📊
No data yet.
🏆 Top Vendors
🏆
No vendors yet.
Waitlist
0
total signups
Pending
0
not invited yet
Invited
0
codes sent
🛠 Waitlist Management
| Source | Date | Status | Invite Code Sent | Action | |
|---|---|---|---|---|---|
| Loading... | |||||
📨 Send Invite
Email address
Invite code to send
Account Details
Full Name
Agency Name
Email
Plan
Change Password
New Password
Confirm Password
My Data
Download all your invoices and payment history.
Danger Zone
Sign out everywhere
Logs you out of all devices.
Delete Account
Permanently deletes all your data. Cannot be undone.
⚙ Auto-Approval Rules
ActiveAuto-Approve Threshold
Payments below this amount are approved automatically.
$USD
Monthly Spending Cap
Total monthly limit across all auto-approved payments.
$USD/mo
Owner Notifications
Email alerts for payment activity.
Block Unknown Vendors
Hold new vendors for manual review.
📋 Per-Category Limits
🧑FreelancersUSD
📣Ad SpendUSD
☁️SaaSUSD
🏢VendorsUSD
Follow the setup instructions below to connect each tool.
📧 Email — Receive invoices automatically
G
Gmail / Any Email
Forward invoice emails to your Paylo inbox
Forward invoices to
pay@payloai.com
In Gmail: Settings → Forwarding → Add address
O
Outlook / Microsoft 365
Set up forwarding rule in Outlook
Forward invoices to
pay@payloai.com
Outlook: Settings → Mail → Forwarding
💳 Payments — Send money to vendors
OB
Open Banking EU & UK
Connect your existing bank — Deutsche Bank, HSBC, Barclays, ING and 300+ banks. SEPA transfers, zero extra fees.
Click to select your bank →
S
Stripe
Add your Stripe secret key to enable payments
1. dashboard.stripe.com
2. Developers → API Keys
3. Copy Secret Key → add to server .env
2. Developers → API Keys
3. Copy Secret Key → add to server .env
W
Wise Business
International transfers with low fees
1. wise.com/business
2. Settings → API tokens
3. Create token → add to server .env
2. Settings → API tokens
3. Create token → add to server .env
📊 Accounting
Q
QuickBooks
Export payments as CSV
Auto-sync coming soon
X
Xero
Export payments as CSV
Auto-sync coming soon
F
FreshBooks
Export payments as CSV
Auto-sync coming soon
🔗 Developer
Z
Zapier / n8n
Use API endpoint for automations
API Endpoint
https://payloai.com/api
A
Paylo API Key
Authenticate API requests
Your API Key
pk_live_••••4821