Manage bill pay for your high-net-worth clients with greater confidence

  • Efficient, end-to-end bill pay workflows
  • Multiple payment options at your fingertips, to help pay bills quickly
  • Designed with your privacy and security in mind
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" works as superglue with our clients. When you do it right, they will never want to leave you."


Automate and standardize your wealth management or family office bill pay processes

Accounts payable automation

Save 50% of time on AP. auto-enters invoice info for your review. Route bills and review notes through your pre-determined approval workflows.

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Designed with your privacy and security in mind

Enable easy access for your clients from any device or location with 2-step verification. Data in transit is encrypted using industry-standard Transport Layer Security (TLS).

Fast payments options

Schedule and send payments by ACH, wire transfer, virtual card, or check. Use expedited ACH options to pay the same day or overnight.

Get help and training when you need it offers setup and training for your staff, and premium assistance from our friendly support team is only a click away.

Manage payments anytime, anywhere

Our mobile app gives you and your clients the freedom to review, approve and pay in a few taps, no matter where you are.

See everything from your client management console

Quickly view and manage your outstanding to-do lists and get one-click access to each of your client accounts.

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Designed for Financial Process Efficiency connects with leading accounting software and other financial process tools, helping you to reduce manual entry, speed up account reconciliation, and simplify every step of your workflow. works for firms of all sizes

Thousands of firms use to grow their practice and automate their client bill pay.

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Friedman & Huey Associates LLP uses as the main engine to handle all their wealthy clients' bill paying activities, and it's clearly been a winning formula.

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Fortis Management highlights how the firm has increased efficiency and convenience with

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Frequently Asked Questions

Why should I use for wealth management bill pay?

With our wealth management software offering, it's tailored to meet the needs of wealth management or single-or-multi family office firms seeking accounts payable software to manage bill pay for high-net-worth individuals. Our solution provides greater confidence for you to manage your client's bill pay activities with increased efficiency, speed, and security.

Is secure?

Yes,'s secure platform will help protect your high-net-worth client's account information and keep all bank account information private from vendors by making digital payments through the account. For more information, please visit our Security page.

What is the pricing for our wealth management offering?

For firms who are interested in our wealth management / family office offering, please request a demo where one of our account sales reps will contact you and provide various pricing options and details.