Bill.com

Bill.com (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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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Bill.com apart?

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

Product

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

Whitelabel

  • Yes

Type Of Software

  • SaaS

Security

  • 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

Integrations

  • 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

Accuracy

  • 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

Custodians

  • Partner with thousands of accounting firms and top banks

Multi-currency

  • Bill.com supports payments in more than 130 countries and currencies.

Cost structure

  • Monthly subscription
  • Transaction fees
Bill.com

Category

Accounting

Country

United States of America

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Key Company Info

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

Employees

  • 500+

Revenue

  • $157 million (2020)

Founded

  • 2006

Ownership

  • Public company (NYSE: BILL)

Incorporated

  • United States of America

Locations

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

Top 5 Markets

  • United States of America

Focus

  • 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 Bill.com site if you would like client references, please let us know.

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What do clients say about Bill.com?

“Bill.com 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

Chat
Email
Phone

Pricing of support

Varies based on the specific tier and packaging

Onboarding

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

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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Simple solutions for complex times.