(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.



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What type of family office are you?

What is your total AUM?

Where are you based?

What sets apart?

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


Get an overview of what this software does.

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

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

Mobile App

  • iOS
  • Android


  • 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.

Cost structure

  • Monthly subscription
  • Transaction fees




United States of America

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Company Representative

Key Company Info

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


  • 500+


  • $157 million (2020)


  • 2006


  • Public company (NYSE: BILL)


  • United States of America


  • San Jose, California & Houston, Texas (USA)

Top 5 Markets

  • United States of America


  • Multi-family offices
  • Single-family offices
  • Independent financial advisors
  • Registered investment advisors

Serves also

  • Individual wealth owners
  • 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

Support & Services

Learn what support and services you can expect

Support options


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.


Complete and customisable end-to-end approval workflow.
Also, tailor your AP/AR workflows to meet your needs.

Added services

Comprehensive online resources for training and troubleshooting
Professional product experts are available.

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FAQs about

What is
A is a third-party financial and accounting management company.
What does do?
It is a cloud-based software that digitises and automates manual and tedious back-office financial processes for small and medium enterprises.
How does work?
A works by automating manual bill payment(both domestic and international), providing an integrated vendor-client platform and a secure, cloud storage space for invoices, contracts, and other vital business documents. also offers a user-friendly dashboard for more insightful monitoring of the workflow.

In the media

Simple solutions for complex times.