1Reason
A partial shipment, resolved first
A bill charges for the whole order, but your ERP shows part of it received. The clerk asks the buyer whether the rest is coming and records the answer on the invoice.
Clerked vs Melio
Melio pays vendors by ACH, card or check, reads emailed bills down to the line items and syncs with QuickBooks, Xero and NetSuite.
Before a bill is paid, Clerked’s AI clerks resolve what doesn’t line up and update the invoice.
Finance teams running AP on Clerked
What Clerked’s agents do
before a bill reaches Melio.
2Reason
Missing details, requested
An invoice arrives with no PO number. The clerk drafts an email asking the vendor which order it belongs to, quoting the PO it expects, and your team sends it.
3Reason
Each question to its owner
Freight nobody approved goes to the buyer who placed the order. They answer by email, Slack or Teams, with no login, and on a yes the clerk sends the invoice for approval.
4Reason
Memories you can read and edit
Before go-live, the clerks read your invoice history and keep memories like “bills from this vendor are for the second warehouse.” Your team can read, edit or delete every one.
The basics Melio covers,
and what the clerks do next.
Reads any invoice format
Melio: YesClerked: YesLine-level three-way matching
Melio: NoClerked: YesApproval workflows
Melio: YesClerked: YesDuplicate invoice checks
Melio: NoClerked: YesWrites invoices to your ERP
Melio: YesClerked: YesResolves exceptions itself
Melio: NoClerked: YesEmails vendors for missing info
Melio: NoClerked: YesRoutes each exception by type
Melio: NoClerked: YesReadable, editable memories
Melio: NoClerked: YesScheduled custom agents
Melio: NoClerked: YesRun AP without logging in
Melio: NoClerked: Yes
