Stampli Reviews & Product Details

I believe Stampli will help my company hold our accounting department accountable (haha) for making sure our vendors are paid on time and that invoices are being sent to the correct department. The AI side of things makes invoices very easy to use, and has seemingly helped our accounting department with matching PO's to who they're supposed to go to. We had a hour long training session, but everything is honestly so easy to use and implement that we all feel we didn't really need it. I haven't had to use customer support yet, strictly because of how simple it is. This has been a slow month for us, so I haven't used it a ton, but I will say that I haven't had any issues of invoices not getting paid since starting Stampli. Review collected by and hosted on G2.com.

Trying to make sure that the tray is correct so that it doesn't go to another department by default. It can be a little bit of a waste of time, but I would still say Stampli is worth it. Review collected by and hosted on G2.com.

I like how Stampli learns habits with specific vendors. Billy puts the most frequently used codes (per vendor) at the top of the list to simplify trying to select which code and eliminates the need to scroll through dozens of codes to find the correct one. Customer support chat is a nice function, though sometimes the wait time is a bit long. Review collected by and hosted on G2.com.

Integration with QB was simple enough, but sometimes there are disconnects that take a long time to resolve. Additionally, the automatic assignment of "invoice" to everything that comes through can be a bit annoying. It would be great for it to automatically assign other invoice types, such as payment receipts. Review collected by and hosted on G2.com.

I really appreciate how simple it is to locate invoices that are specifically connected to me and my projects, as well as how straightforward it is to enter all the necessary information. It integrates smoothly with my organization's workflow and has made our accounting processes much more efficient. The ability to implement our own cost codes in a searchable manner within each invoice has also been fantastic. We rely on it daily for a range of projects and locations, and Stampli has truly saved us a significant amount of time! Review collected by and hosted on G2.com.

Sometimes managing attachments within an invoice is less than perfectly intuitive. It's more than manageable, but that's the only frustration I've had and it was very minor. Review collected by and hosted on G2.com.

I find Stampli to be incredibly simple and easy to use, which streamlines my invoice approval process effectively. The clarity provided by Stampli on what each invoice relates to, including detailed information such as the amount requested, the sender, and the date, greatly reduces the chance of errors. The dashboard overview feature is immensely helpful, making it clear which vendors I am responsible for paying and when payments are due. Additionally, the alerts and reminders ensure that invoices are paid on time, minimizing downtime risk. The initial setup of Stampli was also very simple and fast, which was a great start to using the software. Review collected by and hosted on G2.com.

Sometimes assigning an invoice to someone else can be tricky when their name doesn't populate and auto-associate. Review collected by and hosted on G2.com.

Stampli makes my job easier by saving time. I am also able to help our other locations bu approving their bills as a proky approver. As I use the software more it learns how each vendor is generally coded and it becomes even quicker to upload our bills. I no longer have to have all my paper copies of bills saved from week to week because Stampli saves them for me. I can find them quickly by searching key words rather than searching through the file cabinet. Review collected by and hosted on G2.com.

I wish that when reimbursing employees we could upload multiple receipts to create one bill. Right now each receipt becomes one bill. Review collected by and hosted on G2.com.

The Billy Bot AI automation is a standout feature—it’s fast, intuitive, and saves significant time during invoice entry. The ability to copy text directly from PDFs is extremely useful for accuracy and efficiency. Stampli’s support team is generally responsive and helpful, and while not perfect, they do make an effort to resolve issues effectively. Additionally, the integration with NetSuite works smoothly and provides a reliable connection between platforms, helping maintain data consistency and reducing manual work. The Stampli interface is simple and easy to work in. Review collected by and hosted on G2.com.

The system has several limitations and workflow challenges impacting efficiency. Currently, text can only be copied from page 1 of PDFs, and the Billy Bot tool often produces incorrect or inconsistent data. New merchants automatically recommend an unwanted GL account with no option to override. Recurring invoices cannot have auto-assigned approvers, and their details (such as title or start/end dates) cannot be edited without duplicating the record. Once stopped, a recurring invoice cannot simply be restarted. There is no “Pending Approval” tab, requiring manual report checks, and invoice editing after authorization involves multiple unnecessary steps before it can be reapproved. Users cannot copy an invoice or reuse the same PDF to create multiple invoices, and key fields like invoice number, date, or GL details cannot be mass-edited. If a Stampli card transaction lacks a receipt, it doesn’t appear for AP processing, and filtering AP Workview by Stampli card transactions does not function properly. Invoice PDFs also cannot be saved into the receipts library for future card charges. Additionally, card and limit management through Stampli/WEX is cumbersome—temporary limit adjustments cannot auto-reset, prior-period pending transactions affect available limits, flexible card limits cannot be edited once issued, and one-time card limits may decline legitimate transactions that include separate processing fees. Finally, Stampli card or WEX-related issues can take several days to resolve due to third-party involvement, further slowing operations. Review collected by and hosted on G2.com.

As a company newly implementing Stampli, we’ve been very pleased with our experience so far. The onboarding process was smooth, and the platform has proven to be intuitive and user-friendly for our accounting team and the practices we support.

One of the standout features has been the centralized communication within the invoice workflow. It’s made collaboration between departments and vendors much more efficient, reducing back-and-forth emails and speeding up approvals. The AI-driven coding suggestions have also been a helpful time-saver.

We’ve received great feedback from our practices, who appreciate the transparency and ease of use. It’s clear that Stampli was designed with real-world accounting challenges in mind, and it’s already helping us streamline our AP processes.

While we’re still early in our journey with Stampli, the initial results are very promising, and we’re excited to continue exploring its full capabilities. Review collected by and hosted on G2.com.

As a company with many practices, we want to ensure that the security between practices stays in tact. This has been somewhat of an issue with Stampli if the practices decide to enter an invoice manually. We would love to see that improvement in the future. Review collected by and hosted on G2.com.

The Stampli user interface, configurability, and available options and integrations make it a really great AP product. The workflows are intuitive, and the features we needed are readily available without significant customization. The payments module is slick and convenient. The number of available features and customizations is adequate without being too overwhelming. Customer support is decent, although it can take longer than we'd like to respond or at least to provide an actual answer to the question at issue. The trainer we had (Samantha) was very friendly and nice, and we think she did a good job picking the best options for how to set us up on their platform - we are multi-entity and cross multiple industries, too. The QuickBooks Desktop integration works well, but it does freeze up fairly often and needs to be manually restarted. This is not difficult to do, just something to note. My favorite feature is the way hyperlinks back to the original paperwork and the audit trail are added to the memo in QuickBooks Desktop, making it possible to quickly and efficiently find the original paperwork and all the notes about it. This feature has proven to be worth so much more than expected! Thank you, Stampli! Review collected by and hosted on G2.com.

The WEX credit card that they partner with is really bad. We have found WEX to flag WAY too many transactions as fraud, even after being explicitly told that they are authorized charges. We are also not a fan of WEX's 2-week statement period which cannot be customized or changed. Finally, I do not like that WEX issues separate statements and makes separate payments for virtual cards and physical cards - a seemingly needless distinction that makes statement reconciliation more challenging than it should be. We are still using this card program because it is the only card program that is integrated with the Stampli platform. But we would gladly switch if another corporate card program was added.

Also, the mobile app for submitting expense receipts is flaky, especially in poor phone service areas. It often hangs up on receipt upload and it is hard to get it do anything else when it does. Review collected by and hosted on G2.com.

I've used a lot of different accounting software over the years, and honestly, I didn’t expect to be this impressed after just a day and a half with Stampli. But here I am.

Right away, I noticed how user-friendly it is. The layout makes sense, it's easy to navigate, and I didn't feel overwhelmed trying to figure things out. One of the things I appreciate the most is how forgiving the system is. Mistakes are going to happen — they always do — and having a platform that lets you fix them without a ton of hassle is a huge plus. It feels like Stampli was built with real people in mind. Review collected by and hosted on G2.com.

If there’s one thing I’d love to see improved, it’s the ability to customize the dashboard a bit more. It would be helpful to arrange things in a way that fits my personal workflow. I also think having the option to change screen colors or themes could make a difference for people who have visual sensitivities. Even something like a dark mode would be a nice touch. Review collected by and hosted on G2.com.

Stampli has made our accounts payable process so much easier and more efficient. The platform is incredibly intuitive — invoices flow smoothly, approvals are streamlined, and it has saved our team a lot of time compared to our old manual processes. The AI-driven features and collaboration tools cut down on back-and-forth emails and help keep everything organized in one place.

What I particularly appreciate is how quickly new users can get up to speed. The system is easy to navigate, and it integrates well with our existing accounting software, making the transition seamless. Overall, it has significantly reduced errors and improved visibility across AP. Review collected by and hosted on G2.com.

The one drawback I’ve experienced is with the mobile app. While it’s useful for quick approvals, its functionality is more limited compared to the desktop platform. It would be great if the app offered more robust features for reviewing invoices and managing AP on the go. Review collected by and hosted on G2.com.