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Everything you need to know about Mylo, from your first receipt to closing the month.
Getting started New to Mylo? Start here. 2 articles Features What Mylo does, feature by feature. 13 articles How-to guides Step-by-step walkthroughs for common tasks. 13 articles Roles & permissions What each role can do, and on which platform. 1 article
Getting started
Features
- Receipts The four ways Mylo captures receipts and reads them automatically.
- Expenses How an expense is created, edited and sent for approval.
- Mileage Log a trip and Mylo computes the reimbursement at your org rate.
- Expense rules Automations that clean up and categorize expenses, and learn from approvals.
- Spending policies Write your policy in plain English and Mylo checks every expense against it.
- Approvals How to review, approve or deny submitted expenses.
- Approval workflows Opt-in multi-step approval chains with quorums and amount thresholds.
- Bank & card transactions Connect a card or bank so Mylo matches receipts to transactions.
- Invoices / Accounts Payable Track bills, AP aging and reconcile what has been paid.
- QuickBooks export Send approved expenses to QuickBooks with the right categories.
- Store and travel accounts Connect store and travel accounts to pull receipts automatically.
- AI assistants (Claude / ChatGPT / Gemini) Connect Claude, ChatGPT or Gemini to your Mylo data.
- Settings & connections Everything you can connect and configure, in one place.
How-to guides
- Invite a teammate Add someone to your team and choose their role.
- Invite an accountant Give your accountant or firm access to your books.
- How data sharing works Exactly what your accountant can and cannot see.
- Text in a receipt Text a photo of a receipt and Mylo files it for you.
- Log a mileage expense Record a trip in Map, Manual or Odometer mode and let Mylo do the math.
- Set up expense rules Create rules by hand, or accept the ones Mylo learns for you.
- Set up a spending policy Add a policy as text or PDF and review the limits Mylo compiles.
- Submit → approve / deny an expense The full path from submitting an expense to approval.
- Set up approval workflows Turn on Approvals and build steps, quorums and thresholds.
- Connect a bank or card & reconcile Link a card or bank and reconcile bills against payments.
- Export to QuickBooks Connect QuickBooks and export your approved expenses.
- Connect Claude or ChatGPT to Mylo Add the Mylo connector to your AI assistant, and revoke it anytime.
- Accountant: edit a client's settings How an accountant edits the settings for each client.