Payhawk

Join Payhawk Labs to access Beta features early, share feedback, shape product development, and be part of future innovations.

Payhawk Labs for Beta testing, early access, and research

Enable and manage Beta features in Payhawk Labs for an entity or the group, or use them in the safe Sandbox testing environment.

Enabling and managing Beta features

Learn about the Payhawk Labs program offering early access to beta features, enabling user feedback, and collaborative product development.

Payhawk Labs

Learn how to extend or restrict role permissions, create custom roles, rename them, and archive roles you no longer need.

Custom roles

Get early access to Payhawk Beta to test new features, share feedback, and shape the future.

Beta features

How can I ask the company to buy goods or services? What should I do to get approval?

Overview of requests

Learn how request types help improve spend visibility, standardize information collection, and streamline approval workflows.

Overview of request types

Create request types and set up their fields and workflows to meet the requirements of your company.

Creating request types and configuring their fields

Define workflows for each request type your company has set up.

Configuring workflows for request types

Create requests for goods and services that need to be bought by your company.

Creating and submitting one-time requests

Create requests for goods and services that need to be bought regularly, such as weekly, monthly, or quarterly.

Creating and submitting recurring requests

Set the general and receipt note settings, and the discrepancy rules in Payhawk for the purchase orders your company requires.

Configuring purchase orders

Configure the discrepancy rules in Payhawk for the requests your company requires.

Setting discrepancy rules for requests

Search through, sort, and organize your company's requests by filtering their details.

Searching and filtering requests

Streamline procurement processes with Payhawk’s Procurement Agent for real-time alerts, quick actions, and instant insights in Slack.

Overview of the Procurement Agent

Configure the settings and connect Payhawk to Slack to unlock the full capabilities of the Procurement Agent.

Enabling and configuring the Procurement Agent

Connect Payhawk to Slack and create and manage requests directly within your company’s workspace.

Employee guide for using Payhawk's Procurement Agent in Slack

Simplify your procurement process by requesting items, setting purchase types, and creating workflows with the Procurement Agent.

Intelligent requests with the Procurement AI Agent

Streamline expenses workflow with Payhawk’s Financial Controller Agent for automated chasing, approving, analysis, and real-time insights.

Overview of the Financial Controller Agent

Configure the settings and connect Payhawk to Slack to unlock the full capabilities of the Financial Controller Agent.

Enabling and configuring the Financial Controller Agent

Connect Payhawk to Slack, receive smart reminders, submit expenses, and approve requests within your company’s workspace.

Employee guide for using Payhawk's Financial Controller Agent in Slack

Streamline expenses workflow for automated chasing, analysis, and real-time insights.

Financial Controller AI Agent

Streamline card expense management with Payhawk’s Payments Agent for real-time alerts, quick actions, and instant insights in Slack.

Overview of the Payments Agent

Configure the settings and connect Payhawk to Slack to unlock the full capabilities of the Payments Agent.

Enabling and configuring the Payments Agent

Connect Payhawk to Slack to manage company cards and transactions directly within your company’s workspace.

Employee guide for using Payhawk's Payments Agent in Slack

Streamline the payment process at your company and get analysis and real-time insights.

Payments AI Agent

Streamline business travel with Payhawk's Travel Agent, from policy-compliant booking to auto payment, invoicing, and real-time updates.

Overview of the Travel Agent

Configure the settings and connect Payhawk to Slack to unlock the full capabilities of the Travel Agent.

Enabling and configuring the Travel Agent

Manage all the information you want the Travel Agent to collect, configure approval workflows, and define company travel policies.

Configuring travel requests

Connect Payhawk to Slack and book flights and accommodations directly within your company’s workspace.

Employee guide for using Payhawk's Travel Agent in Slack

View upcoming or past trips, get real-time updates, and learn how to request changes with Payhawk’s Travel Agent.

Viewing and updating booked flights and accommodations

Book your business travel in Slack with Payhawk’s Travel Agent by searching and booking flights and hotels, while staying policy-compliant.

Getting the best out of the Travel Agent

Streamline the business trips and travel processes at your company and get analysis and real-time insights.

Travel AI Agent

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