DiliTrust SAS vs Bill
You are looking for alternatives to DiliTrust SAS. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

DiliTrust
Category
Artificial Intelligence
DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.
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BILL
Category
Accounting
Bill (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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Employees
- 100-500
Revenue
-
Founded
- 1995
Incorporated
-
Locations
- Paris
- Milan
- Dubai
- Madrid
- Mexico City
- Wilmington
- Munich
- Montreal
Top Markets
- France
- Italy
- United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff also have ownership
- 500+
- $157 million (2020)
- 2006
- Public company (NYSE: BILL)
- United States of America
- San Jose, California & Houston, Texas (USA)
- United States of America
-
-
Client
Focus
-
Secondary focus
- Single-family offices
- Multi-family offices
- Banks
- Foundations
- Software and technology providers
- Other
-
- Multi-family offices
- Single-family offices
- Independent financial advisors
- Registered investment advisors
- Individual wealth owners
- Banks
- More than 110k small and mid-sized segments
- More than 2.5 million network members
Product
Main Tasks
- Compliance
Top features
- Board meeting management
- Contract automation
- Automated Workflows
- Delegation of authorities
- Visual ownership view
Compliance
-
Whitelabel
- No
- Accounting
- Data aggregation
- Consolidated reporting
- 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
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Outlook
- Hubspot
- Salesforce
- Microsoft Dynamics
- Google suite
- E-signature providers
- Office 365
Mobile App
- Yes
-
- 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
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- 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
- iOS
- Android