Paylocity has announced the launch of Paylocity for Finance, marking a strategic expansion of its cloud-based HR and payroll platform into the Office of the CFO. This new product family connects finance and HR through a unified system grounded in an employee-centric record, aiming to streamline operations and improve visibility across departments.
This expansion includes the integration of award-winning spend management tools to help organizations better control and manage payroll and non-payroll spend in a single unified system. The new capabilities reduce silos, eliminate manual workflows and approval delays, and are designed to elevate user experience across the board.
Paylocity introduces Paylocity for Finance, merging HR and finance into one platform.
The updated HCM system now manages both payroll and non-payroll spend.
Automates workflows to reduce manual processes and approval delays.
Launch includes five modules: AP Automation, Expense Management, Corporate Cards, Guided Procurement, and Headcount Planning.
Integrates with ERP systems like NetSuite, QuickBooks, MS Dynamics, and Sage Intacct.
A mobile version of the platform will be available in Fall 2025 to enhance accessibility and user adoption.
Paylocity's latest product offering includes five core finance modules that address essential areas of spend management:
AP Automation
Automates invoice processing and vendor payments across more than 200 countries. Built-in approval and compliance workflows ensure speed and financial control.
Expense Management
A unified expense solution offering AI-powered, touchless expense reports. This feature is now standard across Paylocity's spend management and HCM suites.
Corporate Cards
Enables customers to issue real-time trackable virtual or physical cards, which work with Visa, Mastercard, and American Express. These provide enterprise-wide control and spend visibility.
Guided Procurement
Centralizes and simplifies purchase requests through intuitive, policy-compliant workflows, giving teams clear oversight into departmental spend.
Headcount Planning
Helps finance, HR, and talent acquisition teams align on hiring needs with real-time visibility into budget impacts, approvals, and workforce adjustments.
Paylocity for Finance is designed to unify financial data and workflows by relying on the employee record as the shared foundation. With AI-powered tools and customizable workflows, organizations gain operational agility and data-driven control across finance and HR teams.
The solution integrates easily with leading ERP and general ledger platforms, including NetSuite, QuickBooks, Microsoft Dynamics, and Sage Intacct. The result is improved accounting reconciliation, tighter financial control, and accelerated month-end close cycles.
Since Paylocity for Finance is embedded in the company’s existing HCM suite, employees can access payroll, time tracking, benefits, expense reports, and spend requests all in one platform. Managers gain a consolidated view of all approval workflows—time off, purchases, and expenses—reducing friction and speeding up decision-making.
The fully integrated mobile experience, expected in Fall 2025, is set to further drive user engagement and streamline operations for hybrid and remote teams.
“Paylocity for Finance is a natural evolution of our mission to simplify work through innovation,” said Toby Williams, President and CEO of Paylocity. “This expansion empowers finance teams with AI-powered, automated solutions seamlessly integrated into the Paylocity platform. By unifying data to connect critical workflows, we deliver enhanced visibility, improved efficiency, and an exceptional user experience that drives value through increased adoption.”
By merging finance tools with its established HCM platform, Paylocity is positioning itself as a comprehensive solution for forward-looking businesses seeking to simplify workflows, reduce complexity, and drive more strategic decision-making across teams.
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