Glean.ai Review: Features, Integration and Pricing 2023

As businesses grow, so does the number of transactions they perform across various departments. Tracking vendor invoices and due dates becomes time-consuming and pretty hard. Glean.ai’s intelligent Account Payable (AP) solution helps businesses automate this process.

Glean AI intelligent AP solution uses artificial intelligence and machine learning AI/ML to run automatic audits on all your company’s bills and identify your transaction trends and cost-saving opportunities.

This article will deeply dive into why Glean.ai prides itself as the leading account payable platform and analyze its product details and pricing models.

Glean.ai Overview

Glean AI intelligent AP is an AI-powered payment intelligence solution that helps businesses learn transaction trends, identify anomalies, and avoid waste all from one place

It helps businesses save costs by processing and approving invoices without manual data entry. It also helps users to quickly make ACH (Automated Clearing House) transfers, checks, and international payments. These methods are more cost-saving and efficient than traditional paper accounts payable methods.

Glean.ai was founded in 2020 by Howard Katzenberg. While working as the CFO of two fintech companies (OnDeck and Better), he discovered a challenge. While there was a real-time dashboard for other aspects of their business, there was no accessible dashboard to get insights into their spending with vendors.

He left his CFO career to establish Glean.ai to solve the problem. From accounting teams, budget owners, and finance leaders to C-level executives, managing accounts payable has never been easier.

• Established: 2020
• Founder: Howard Katzenberg
• Office: New York, United States.

5 Core Features of Glean.ai

Expert Opinion

Rating: 4.7/5

Glean AI intelligent AP Solution is the finance and accounting industry’s leading automated account payable platform. Glean.ai makes it a breeze to streamline your payables process so you can pay your vendors the right amount at the right time.

The Glean.ai solutions bring transparency to your accounting processes, eliminating human error tendencies and duplicate payments and also eliminating manual tasks.

One endearing factor we found while using Glean AI AP software is its easy and accessible user dashboard. Finding critical information and tracking our spending has become much more manageable. Its intuitive user interface makes it easy for all users to interact, requiring little to no learning curve.

However, more flexibility is required on the vendor intake feature so that users can create questions more tailored to their needs when onboarding new vendors. 

When our bills go up or down, Glean AI provides us with context as to what happened in the period. We can quickly identify the trend drivers and cost-saving opportunities. The AI-powered line data extraction from financial documents provides us with historical trends over a certain period, all with just a double click of a button.

With the automated bill payment, we have an improved relationship with our vendors. We can quickly determine our top vendors and how much payment they received. Glean.ai customer support is always active and responds promptly to messages.

Overall, there are still areas for improvement in the software, such as support for credit card programs. Otherwise, the Glean AI AP solution experience is a great one.

Notable Features of Glean.ai

Unlike its competitors, Glean.ai provides several features that make it easier for its customers to forecast, monitor, and make vendor payments with little stress. These key features are detailed below

1. Automated Accounts Payable Processes

The main aim of using automated systems is to reduce manual tasks. Glean AI AP solution helps businesses streamline and organize vendor invoicing activities to be more efficient, accurate, and less time-consuming. This automation includes:

• Payment initiation: Glean AI automates bill approvals and uses ACP to process payments for its users without extra cost. This automated payment ensures that vendors are paid on time and no duplicate transaction is recorded. These prompt payments help businesses maintain international compliance and improve vendor relationships.

• Accounting automation: Glean AI simplifies business accounting tasks. It automates the auditing documentation, procurements, and vendor payments workflows, removing the need for manual work.

• Centralized vendor management: Glean AI solution is an easy-to-use vendor onboarding and management platform. You can manage vendors serving your business’s different departments in one central location, helping reduce time spent sorting and payment accounting.
• Automated line item extraction: Another feature that allows businesses to save time and cost, Glean AI automatically extracts line items from your company’s financial documents, like receipts, invoices, and bills, without manual data entry.

2. Unlimited Users

Whether on the Basic Plan or Pro Plan, you can have as many users on your account as possible. Having unlimited users makes it easy for finance teams to collaborate. 

The flexible pricing strategy is one of the stand-out features of Glean.ai. You can scale up or down depending on the number of monthly invoices you generate without affecting the number of users in your team.

3. Anomalous Spend Alerts

You will get notified when Glean AI identifies any activity that deviates from your transaction trends. This alert helps detect possible errors in your transactions, overpayments, or illegal payments. 

As a result, Glean AI creates transparency between users and vendors. Glean.ai users can see the cost drivers when a sudden change in their transaction trends occurs.

4. Free ACH and Check Payments

Using the Glean AI AP solution, you won’t incur extra costs for ACH transfers and check payments. This payment method is secure, less prone to fraud, cost-effective, and more efficient for managing accounting processes.

Glean.ai Integrations

Glean AI integrates seamlessly with other cloud-based accounting and enterprise resources planning software, like Xero, Intuit Quickbooks, Sage Intacct, Oracle NetSuite, and Microsoft Dynamics.

1. Xero

Glean AI integrates easily with your company’s Xero account without changes to your existing processes. Glean AI simplifies your account payable processes, saving time and ensuring vendors are paid the right amount in due time. 

You can choose the payment method that suits your business, and Glean AI handles the rest of the transaction processes. No manual data entry is required; it extracts all the necessary data from your Xero account.

2. Intuit QuickBooks

Small and growing businesses can integrate Glean AI into their QuickBooks online account to save time and cost and improve productivity. Glean AI makes it easy for QuickBooks users to audit any transaction. 

Users can rest assured that their vendors will receive payments on due dates and are paid the right amount. Glean AI automatically sends over accounts, classes, vendors, bills, and bill payments to your QuickBooks online account.

3. Sage Intacct

Finance leaders who use Sage Intacct can spend more time on tasks of higher value by integrating Glean AI into their existing system. This integration provides leaders with intelligent insights into the company’s invoice data, helping them manage business spending in an organized way.

4. Oracle NetSuite

Small to medium-sized businesses that use the Oracle NetSuite cloud platform can integrate Glean AI into their account to streamline vendor payment processes.

Glean AI automatically sends over accounts, vendors, bills, and bill payments to NetSuite users’ general accounting book.

5. Microsoft Dynamics

Like the other services Glean AI integrates with, Microsoft Dynamics users do not need to change their existing accounts when integrating with Glean AI.

The benefits of Dynamics-Glean AI integrations include AI-enabled invoice coding, automated daily account payable scheduling, and duplicate invoice detection, to mention a few.

Plans and Pricing

Another reason why Glean.ai stands out from other AP platforms is its flexible pricing strategy. This flexible pricing makes it cost-saving for small and medium-sized businesses to adopt. You only have to pay based on the volume of invoices generated per month.

There is no restriction on the number of users on any pricing package you choose, making it easier for teams to collaborate. If their current packages do not suit your business, you can request customized pricing.

1. Basic Plan

With the Glean.ai basic plan, you can generate up to 50 invoices per month. This package also includes free ACH and check payments and no overage charges.

Features:

• Unlimited users
• Free ACH and Check payments
• $10 + 0.20% / transaction on USD International payments
• Free FX International payments
• No overage fees
• Seamless GL integrations with QuickBooks and Xero

Pricing:

The basic plan costs $295 per month

2. Pro Plan

The Pro plan allows more than 50 invoices per month. You will have to contact the team to request the pricing for the plan depending on the monthly invoices your company will generate.

Features:

• Unlimited users
• Free ACH and Check payments
• $10 + 0.20% / transaction on USD International payments
• Free FX International payments
• No overage fees
• Seamless GL integrations with QuickBooks, Xero, Sage Intacct, Oracle NetSuite, and Microsoft Dynamics

Pricing:

Custom

Price and Key Features Comparison Table

	Basic Plan	Pro Plan
Pricing	$295/month	Custom
ACH and Check payments	Free	Free
USD International payments	$10 + 0.20% / transaction	$10 + 0.20% / transaction
FX International payments	Free	Free
Number of invoices	Up to 50 /month	More than 50 /month
No Overage fees
General Ledger integrations	QuickBooks, Xero	QuickBooks, Xero, NetSuite, Sage Intacct, Dynamics

Terms and Policies

Any business or individual can register with Glean.ai. To register and use the service, you have to be 18 years of age or older. You are required to provide an email address and a user-selected password to create an account, and the security of your login credentials and the account performed by your account is your responsibility.

You may also be required to provide additional information like phone number, street address, date of birth, tax identification number, and other documents that may be used to identify at least one principal if you want to register as a business.

Providing accurate and complete information is vital, as Glean may deny you the use of its service if it can not verify the data you provide.

Glean.ai is committed to protecting its users’ privacy. Glean may collect information such as name, company name, email address, phone number, payment details, and location.They also use cookies to collect certain types of information when users visit their services, read their mail, or engage with them. Users are allowed to update their data on Glean. Visit their privacy policy page to learn more about how they collect and use customer information.

Customer Support

If you have questions or struggle with Glean.ai integration, you can visit their help center to find related articles that may assist you. You can also send a message in the live chat provided on the help page, and they will typically reply in five minutes or less.
If you are considering purchasing the service, you can request a demo to see how Glean works before you start. You may also send an email to hello@glean.ai. At the time of writing this article, the Glean.ai team will give you a free $50 credit when you engage with them.

Conclusion

With its AI-powered account payable solution, Glean.ai is helping businesses save time, improve spending visibility, and identify cost-saving opportunities. Companies that use Glean AI intelligent AP no longer need to worry about incurring extra charges by not paying vendors on time, avoiding duplicate invoice payments, removing the need for manual data entry, and many more.

Glean.ai makes collaboration easy among teams and eases the stress of vendor onboarding and management, allowing decision-makers to focus more on issues of higher value.

Overall, the experience with Glean.ai is a great one. With its flexible pricing and several features that simplify accounting and vendor management, Glean.ai is a wonder tool for businesses looking to improve productivity and save time.

Contributors: Chukwu Innocent (Technical Writer);  Olumide Okesipe (Graphic Designer)