Conversational built-in agent helps accountants, bookkeepers, and small businesses quickly access critical payment information and save time
New York, January 28, 2026–(BUSINESS WIRE)–Melio, the leading accounts payable and receivable platform, today announced the release of Agent Mel, an AI-powered assistant and expert guide that provides quick answers and valuable insights for payment, product and vendor questions. Conversational agents help accountants, bookkeepers, and small businesses access critical information and gain understanding to make faster, smarter decisions.
As the B2B sector rapidly adopts AI, Agent Mel is meeting the growing demand for intelligent and automated financial assistance. In fact, 40% of enterprise applications are predicted to be integrated with task-specific AI agents by the end of 2026.
Business owners, accountants, and bookkeepers often have questions about invoices, payments, and vendors, and may request information about specific Melio features. Agent Mel allows users to ask questions such as: “What’s going on with this bill?” or “How do I set up a vendor?” Get the information you need to make smart decisions quickly. The assistant also helps with cash flow management, highlighting overdue payments and quickly viewing payment patterns and vendor history.
Agent Mel is fully integrated into Melio’s workflow and requires no setup. It provides a natural chat-based interface and provides instant operational visibility, allowing your team to focus on more effective financial analysis and planning.
“Agent Mel gives accountants and small businesses quick access to the data they need, eliminating hours of manual searching and enabling them to make smarter decisions faster,” said Matan Bar, CEO of Melio. “This is another step in our mission to simplify payments and allow businesses to focus on what really matters.”
Here are some common questions that accountants and finance teams are already asking Agent Mel:
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What is the status of the final payment to the vendor?
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How many payments are in progress for this client?
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What is the current outstanding balance for a particular vendor?
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How do I set up payment authorization policies?
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What does this setting mean?
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What are the top three vendors I paid for last year?
Agent Mel builds on the AI tools already built into Melio, such as automatic invoice capture and data entry, and highlights Melio’s commitment to providing businesses, accountants, and bookkeepers with intuitive and powerful payment solutions that improve visibility, control, and efficiency.
