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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

Bill.com works as superglue with our clients. When you do it right, they will never want to leave you.

BOB JACOBSON, PARTNER

FRIEDMAN & HUEY ASSOCIATES LLP

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

Accounts payable automation

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

Learn more

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

Bill.com 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.

Designed for Financial Process Efficiency

Bill.com 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.

The Bill.com Intelligent Business Payments Platform

STEP 1Capture
  • Go paperless with unlimited online document storage
  • Import bills directly from Hubdoc and Receipt Bank
  • Complete recurring transactions with Smart Data Entry
  • Import expense reports directly from Expensify and Tallie
  • Review auto-entered invoice data that was extracted with IVA
  • Add bills via email, scan, drag-and-drop upload, or Earth Class Mail
STEP 2Approve
  • Multi-client approval capabilities within console
  • Configure custom user roles
  • Require mandatory approvers
  • Add notes or questions to a bill
  • Require minimum number of approvers
  • See image of original documents attached to bill
  • Set clear separation of duties with system-defined roles
  • Set approval thresholds by bill amount
  • Be reassured with more complete records: approver name, date, timestamp, and notes become a permanent part of all transactions
STEP 3Pay
  • Pay with ePayment (ACH transfer)
  • Bulk pay multiple invoices at once
  • Link to multiple bank accounts
  • Make partial payments
  • Use same-day or overnight ACH payments
  • Leverage higher pre-approval acceleration payments
  • Schedule automatic payments for recurring bills
  • Set payment limits for companies and individuals
  • Pay with Vendor Direct virtual card payments (for eligible vendors)
  • Select future process dates for domestic payments
  • Send international wire payments in US Dollars or local currency (select countries)
  • Pay with checks sent on clients' behalf
STEP 4Reconcile
  • Auto-void checks after 90 days
  • See images of cleared checks
  • Import/export with MS Dynamics GP and Sage 50
  • Create vendor 1099 forms with Tax1099 integration
  • Integrate seamlessly with QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Oracle NetSuite, Sage Intacct, Microsoft Dynamics GP, and Microsoft Dynamics 365 Business Central
  • Gain insights with reports for bill payments, unpaid bills, vendor balances, aging, funds transfer, and transaction lists

Bill.com works for firms of all sizes

Thousands of small firms use Bill.com to grow their practice over 80% of the top 100 accounting firms choose Bill.com to automate client bill pay

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

See Case Study

Bill.com proves to be the first piece of the puzzle for building Cornerstone Family Office’s tech stack

See Case Study

Frequently Asked Questions

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.

Want to see more?

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