BILL Spend & Expense client application checklist

A client checklist for starting BILL Spend & Expense

Table of contents

When your client is ready to get started on BILL Spend & Expense, they will need to apply for a line of credit to use the BILL Divvy Corporate cards tied to our spend management solution.

The application requires a list of information about your client’s business, their financials, and information on who is going to manage the BILL Spend & Expense account. Use this checklist to make sure you gather all of the correct information from your client when you submit their application.

Business information

  • Legal business name
  • Business addresses
  • Entity type
  • Formation date

Financial information

  • Annual revenue
  • Tax ID/EIN
  • Desired line of credit
  • Secure bank connection

Other information

  • Company owners
  • Account administrator
  • Verification documents

The full application process can take up to three days, but sometimes only takes a few hours. During this process, you’ll be assigned an Application Specialist who will liaise between you/your client and our internal teams. If you have questions about this process, please reach out to your Account Manager.

The information provided on this page does not, and is not intended to constitute legal or financial advice and is for general informational purposes only. The content is provided "as-is"; no representations are made that the content is error free.