Swimbird vs Bill
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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.
Read moreCompany
Employees
- 20+
Revenue
–
Founded
- 2018
Ownership
- Owned by management
- External investors who are clients
- Staff
Incorporated
- Sweden
Locations
- Stockholm
Top markets
- Sweden
- Norway
- Denmark
- Switzerland
- Luxembourg
- Finland
- 500+
- $157 million (2020)
- 2006
- Public company (NYSE: BILL)
- United States of America
- San Jose, California & Houston, Texas (USA)
- United States of America
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Client
Focus
- Single-family offices
- Multi-family Offices
- Individual wealth owners
- Banks
- Wealth managers
Serves also
- Financial advisors
- 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
- Portfolio management
- Data aggregation
- Consolidated reporting
Top features
- Connectivity and integration to 100+ banks and data sources
- Portfolio overview all assets & liabilities
- Flexible and customizable reporting
- Performance and risk analysis
- Complete asset allocation
- Private equity investment features
- Private equity funds including cash flow projections
- Commercial real estate overview with financials
- Safe document storage with tagging capabilities
- Accounting software integrations
- Cloud-based data warehouse
- Customized user access rights
- Best in class user interface
- Cash flow forecast
- Record keeping including a full audit trail
Assets supported
- Bankable assets
- Private equity
- Private equity and venture capital funds
- Commercial real estate
- Residential real estate
- Collectables (e.g. cars, jewellery, art)
- Derivatives
- Any asset class is supported
Compliance
- GDPR compliant
- ISO27001:2022 certified
Whitelabel
- Yes, desktop, mobile and tablet apps
- 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
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- Yes
Technology
Type Of Software
- Serviced software
- SaaS
Security
- Employs bank-grade security measures in order to safeguard our clients’ data and holds an ISO27001:2022 certification.
- Multi-factor authentication
Ecosystem
- Google Kubernetes Engine
- PostgreSQL
- MongoDB
- Clickhouse
- Java Springboot
- Typescript
- Python
- Angular
- Airflow
- Apache Kafka
- Keycloak
- Grafana
- Prometheus
Integrations
–
Mobile App
–
- 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