Transform your back-office into a strategic asset, empowering you to simplify complex clients, enhance your value proposition, and grow your firm.
Trusted by 500k+ businesses
Are your back-office processes as sophisticated as your clients?
BILL provides secure, scalable bill payment that enhances your competitive edge and operational efficiency, enabling you to deliver your mission of tailored, holistic service to ultra-high-net-worth clients.
Your family office services already differentiate you from competitors. BILL helps elevate your bill pay offering, providing a secure and transparent service that strengthens client trust.
If your leadership is allocating resources toward modernizing its technology stack, BILL is the strategic software solution that helps you achieve efficiency, scalability, and enhanced security across your multiple offices.
A 98% retention rate represents decades of relationship building. BILL's advanced fraud prevention and complete audit trails protect both your reputation and client assets from the risks that manual processes create.
BILL automates the entire accounts payable workflow, from invoice capture to payment, significantly reducing the time your team spends on manual tasks and freeing them up to focus on high-value client interactions.
Multi-layered security framework minimizes fraud risks and provides peace of mind for your firm and UHNW clients. Role-based access and anonymized checks demonstrate your commitment to safeguarding their financial information.
BILL’s platform is a centralized, cloud-based solution that ensures a consistent, auditable process across all your offices. It's designed for seamless integration with your existing technology stack, positioning it as a strategic investment for your firm’s future.
Customers are saving time and money with bill
Learn how leading family offices are modernizing their operations while maintaining personalized service standards.
See how automation enables small teams to handle complex, multi-entity payment operations at scale.
Discover how a wealth advisory firm enhanced client value while streamlining back-office operations.
If you have access to a Multi-Entity Company, you can approve and pay bills across all your linked child companies in one easy place! Get a visual walkthrough.
Frequently asked questions
Yes. BILL is highly secure for managing sensitive client financial data. We prioritize advanced security features to protect your information at every step. BILL employs multi-layered security, including encryption, secure data centers with full redundancy, and strict compliance with AICPA SOC 2 and PCI standards.
Yes. BILL is highly secure for managing sensitive client financial data. We prioritize advanced security features to protect your information at every step. BILL employs multi-layered security, including encryption, secure data centers with full redundancy, and strict compliance with AICPA SOC 2 and PCI standards.
Absolutely. BILL is bank-agnostic, meaning you can continue working with your existing banking partners while gaining the operational efficiency and security controls that manual processes can’t provide. Your client relationships and banking partnerships remain unchanged.
Absolutely. BILL is bank-agnostic, meaning you can continue working with your existing banking partners while gaining the operational efficiency and security controls that manual processes can’t provide. Your client relationships and banking partnerships remain unchanged.
Bill pay deepens relationships and creates stickier accounts. Extending client trust to cash management provides spending visibility that enables better investment advice and financial planning.
Bill pay deepens relationships and creates stickier accounts. Extending client trust to cash management provides spending visibility that enables better investment advice and financial planning.
RIAs must comply with SEC Custody Rule when offering bill pay. These are often common-sense practices verified by exam, not audit. Our experts can help you navigate requirements.
RIAs must comply with SEC Custody Rule when offering bill pay. These are often common-sense practices verified by exam, not audit. Our experts can help you navigate requirements.
We offer a centralized, cloud-based platform that helps ensure consistency, control, and visibility across all your offices. It's designed for seamless integration with existing technology stacks, ensuring minimal disruption during implementation.
We offer a centralized, cloud-based platform that helps ensure consistency, control, and visibility across all your offices. It's designed for seamless integration with existing technology stacks, ensuring minimal disruption during implementation.
Unlock AI-powered automation for accounts payable, accounts receivable, spend and expense management, built for Provence Wealth Management Group.
