How to Use Stampli

Getting started with Stampli

In this guide, you'll learn how to set up Stampli for managing your accounts payable efficiently using its AI assistant, Billy. By the end, you'll be able to automate invoice processing and approvals.

Step 1: Sign up and set up

1. Visit Stampli's website.
2. Click on the "Contact Sales" button at the top right of the homepage.
3. Fill in the contact form with your details and request a tailored quote based on your transaction volume.
4. Once you receive a response, follow their instructions to create your account.

Step 2: Your first invoice

1. Log in to your Stampli account.
2. Navigate to the “Invoices” tab in the main menu.
3. Click the “Upload Invoice” button.
4. Select the invoice file from your computer and upload it.
5. Billy will automatically process the invoice. Review the details it has populated.
6. If any corrections are needed, make them directly in the fields provided.
7. Click on “Route for Approval” to send it to the relevant team member.

Step 3: Get better results

1. Regularly train Billy by correcting any misclassifications or coding errors it makes. This helps improve its accuracy.
2. Use the “Custom Fields” feature to tag invoices with specific categories relevant to your business.
3. Set up automated reminders for approvers by navigating to “Settings” > “Notifications” and configuring the alert preferences.

Pro tip

Make use of the “Batch Processing” feature for uploading multiple invoices at once. This can save you significant time compared to uploading each invoice individually.

Common mistake to avoid

Don't skip the initial training phase with Billy. If you don’t correct errors, it won’t learn, and you may find yourself manually adjusting invoices more often than necessary.