What is BILL?

Learn about BILL Spend Management, AP/AR, Insights & Forecasting, and Accountant Console.

Spend Management

Learn about modern spend management—what it is, how it works, and how your firm can get up and running quickly for clients.

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Insights & Forecasting

Discover how you can better predict future cash flow and help your clients make better business decisions, faster.

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Uplevel your CAS practice with BILL Insights & Forecasting

FP&A

Learn about the Accountant Console

Simplify workflows and discover new opportunities to serve your clients better with the BILL Accountant Console.

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Interactive demo: How to manage client profiles and access BILL accounts

Training

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Interactive demo: View all of your clients in one place on the BILL Accountant Console

Training

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Accountant Console management quick reference guide

Training

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Setting up the BILL Client Management Console

Training

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An introduction to the BILL Accountant Console

Training

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Video: BILL Accountant Console Overview

Training

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BILL Accountant Console: Processed Bills and Bill Reminders reports overview

Training

BILL Certification

The BILL Certification training is available through your Accountant Console on our BILL Academy platform. Getting certified demonstrates a strong working knowledge of BILL, which can help you maximize operational efficiency and deliver exceptional service to clients. This course is free, worth up to 5 CPE credits, and there are no prerequisites or advanced preparation required.

You'll learn how to:

Map existing client workflows into BILL

Sync BILL with client accounting software

Handle exceptions for payables

Optimize collections for receivables

Get Certified

A woman flips through paper invoices on a cluttered desk, a coffee cup and several notebooks are nearby.

What is BILL?

Spend Management

Interactive demo: Start a BILL Divvy Card application

After-the-fact expense management vs. proactive spend management

BILL Spend & Expense 101: Budgets overview

BILL Spend & Expense management workflows

Adding a client to BILL Spend & Expense

BILL Spend & Expense client application checklist

How to talk about BILL Spend & Expense with your clients

How to refer clients to BILL Spend & Expense: a step-by-step guide

The ultimate BILL Spend & Expense staff training guide

Accounts Payable & Accounts Receivable

Interactive demo: BILL Accounts Payable approver's role

Interactive demo: BILL Accounts Payable for clients

AP approval workflow checklist overview

AP setup reference guide: The payer role

AP setup reference guide: The clerk role

AP setup reference guide: The approver role

Payment timing and limits

How BILL handles incoming card payments

Send international payments with no wire transfer fee*

Bill pay management workflow models

The ultimate AP/AR FAQ for accounting firms

Best practices for implementing BILL AP & AR at your firm

Insights & Forecasting

Uplevel your CAS practice with BILL Insights & Forecasting

Learn about the Accountant Console

Interactive demo: How to manage client profiles and access BILL accounts

Interactive demo: View all of your clients in one place on the BILL Accountant Console

Accountant Console management quick reference guide

Setting up the BILL Client Management Console

An introduction to the BILL Accountant Console

Video: BILL Accountant Console Overview

BILL Accountant Console: Processed Bills and Bill Reminders reports overview

BILL Certification

Map existing client workflows into BILL

Sync BILL with client accounting software

Handle exceptions for payables

Optimize collections for receivables

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