Beta features
Get early access to Payhawk Beta to test new features, share feedback, and shape the future.
Custom rolesLearn how to extend or restrict role permissions, create custom roles, rename them, and archive roles you no longer need.
Intelligent requests with the Procurement AI Agent
Simplify your procurement process by requesting items, setting purchase types, and creating workflows with the Procurement Agent.
Overview of requestsHow can I ask the company to buy goods or services? What should I do to get approval?
Overview of request typesLearn how request types help improve spend visibility, standardize information collection, and streamline approval workflows.
Creating request types and configuring their fieldsCreate request types and set up their fields and workflows to meet the requirements of your company.
Configuring workflows for request typesDefine workflows for each request type your company has set up.
Creating and submitting one-time requestsCreate requests for goods and services that need to be bought by your company.
Creating and submitting recurring requestsCreate requests for goods and services that need to be bought regularly, such as weekly, monthly, or quarterly.
Configuring purchase ordersSet the general and receipt note settings, and the discrepancy rules in Payhawk for the purchase orders your company requires.
Setting discrepancy rules for requestsConfigure the discrepancy rules in Payhawk for the requests your company requires.
Searching and filtering requestsSearch through, sort, and organize your company's requests by filtering their details.
Overview of the Procurement AgentStreamline procurement processes with Payhawk’s Procurement Agent for real-time alerts, quick actions, and instant insights in Slack.
Enabling and configuring the Procurement AI AgentConfigure the settings and connect Payhawk to a communication channel to unlock the full capabilities of the Procurement AI Agent.
Employee guide for using Payhawk's Procurement Agent in SlackConnect Payhawk to Slack and create and manage requests directly within your company’s workspace.
Financial Controller AI Agent
Streamline expenses workflow for automated chasing, analysis, and real-time insights.
Overview of the Financial Controller AgentStreamline expenses workflow with Payhawk’s Financial Controller Agent for automated chasing, approving, analysis, and real-time insights.
Enabling and configuring the Financial Controller AI AgentConfigure the settings and connect Payhawk to Slack to unlock the full capabilities of the Financial Controller AI Agent.
Employee guide for using Payhawk's Financial Controller Agent in SlackConnect Payhawk to Slack, receive smart reminders, submit expenses, and approve requests within your company’s workspace.
Payments AI Agent
Streamline the payment process at your company and get analysis and real-time insights.
Overview of the Payments AgentStreamline card expense management with Payhawk’s Payments Agent for real-time alerts, quick actions, and instant insights in Slack.
Enabling and configuring the Payments AI AgentConfigure the settings and connect Payhawk to Slack to unlock the full capabilities of the Payments AI Agent.
Employee guide for using Payhawk's Payments Agent in SlackConnect Payhawk to Slack to manage company cards and transactions directly within your company’s workspace.
Travel AI Agent
Streamline the business trips and travel processes at your company and get analysis and real-time insights.
Overview of the Travel AgentStreamline business travel with Payhawk's Travel Agent, from policy-compliant booking to auto payment, invoicing, and real-time updates.
Enabling and configuring the Travel AI AgentConfigure the settings and connect Payhawk to Slack to unlock the full capabilities of the Travel AI Agent.
Configuring travel requestsManage all the information you want the Travel Agent to collect, configure approval workflows, and define company travel policies.
Employee guide for using Payhawk's Travel Agent in SlackConnect Payhawk to Slack and book flights and accommodations directly within your company’s workspace.
Viewing and updating booked flights and accommodationsView upcoming or past trips, get real-time updates, and learn how to request changes with Payhawk’s Travel Agent.
Getting the best out of the Travel AgentBook your business travel in Slack with Payhawk’s Travel Agent by searching and booking flights and hotels, while staying policy-compliant.