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United States of America (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth management firms supporting high-net-worth clients, enables firms to shift from a cumbersome andtime-intensive approach to an automated and secure bill payment process.

What sets apart?

Our mission is to make it simple to connect and do business.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


Facts about the company

  • 500+
  • $157M (in 2020)
  • 2006
  • Public company (NYSE: BILL)
  • United States of America
  • San Jose, California & Houston, Texas (USA)
Top 5 Markets
  • United States of America

Facts about the clients

  • Multi-family offices (MFOs)
  • Single-family offices (SFOs)
  • Independent financial advisors(IFAs)/registered investment advisors (RIAs)
Secondary focus
  • Individual wealth owners (UHNWIs)
  • Banks
Number of clients:
  • More than 110K small and mid-sized segments
  • More than 2.5 million network members

Selected cases are available on the site if you would like client references, please let us know.

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What do clients say about

“ has been a total game changer for our firm and we could not be happier with the move! It has transformed the way we service and engage with clients, allowing us to shift from a cumbersome and time-intensive process to a streamlined and secure digital platform”

Josh Levine, Founder and CEO of Cornerstone Family Office


Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Accounting
  • Data Aggregation
  • Consolidated Reporting
Top features
  • Efficient AP/AR end-to-end workflows
  • Multiple payment options (e.g., check, ACH, wires, virtual card)
  • Advanced, customizable approval workflows
  • Automatic sync with key accounting systems
  • Intelligent Virtual Assistant eliminates data entry
  • Unlimited online document storage
  • Easy audit-ready trails
  • Online and mobile access
  • Robust reporting options
  • In-product live chat
  • Simple onboarding and fast setup
  • Yes

Look under the hood

Type Of Software
  • SaaS
  • 2-factor authentication & single-sign-on (SSO)
  • SOC 1 and SOC 2 attested
  • Encrypted using Transport Layer Security (TLS)
  • Protection against check fraud using automated Positive Pay service
  • Partners with a PCI certified vendor for credit card payments
  • More information here
  • General Ledger (automated sync): QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft GP/BC
  • CRM: Salesforce, Proposify
  • Spend/expense management: Divvy, Expensify, Tallie, ReceiptBank
  • Document storage: Hubdoc
  • Mailing: Earth Class Mail
  • Project Management: WorkflowMax
  • Tax 1099: Tax1099
Mobile App
  • iOS
  • Android
Reporting-specific features

They handle reporting like this

  • Real-time automated syncs with general ledger accounting systems
  • Intelligent virtual assistant codes incoming bills in real time (with auto-duplicate detection)
  • Digital audit-ready trails to review every transaction
  • Partner with thousands of accounting firms and top banks
  • supports payments in more than 130 countries and currencies.
Pricing & Co

Learn about the commercials

Cost structure
  • Monthly subscription
  • Transaction fees

Support & Services

Learn what support and services you can expect

Support options

Premium Support Services offers faster response times by chat, email, and phone to keep your business running smoothly.

Pricing of support

Varies based on the specific tier and packaging.


Our cloud-based SaaS solution can be quickly setup and onboarded in a few hours without requiring external implementation partners. End customers are able to self-onboard in most cases, and BDC offers onboarding sessions to those customers who require additional support.

Customisation offers a complete and customisable end-to-end approval workflow. Also, tailor your AP/AR workflows to meet your needs.

Bespoke development


Added services offers comprehensive online resources for training and troubleshooting, and professional product experts are available.

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Simple solutions for complex times.