Single family office

Modernizing bill pay for UHNW families and SFOs

For wealthy families and the single family offices (SFOs) that serve them, embracing modern, full-featured bill pay service can help improve security, enhance efficiency, and provide a new level of control.

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“BILL has been so good to us. It’s light years ahead. A lot of family offices have very antiquated processes and procedures. That’s a definite growing pain. I would encourage anybody to try it because it’s worth it. You will see results.”
Joshua Hull
Director of Finance
Mark Cuban Companies

Trusted by top RIAs, family offices, and leading US financial institutions serving UHNW clients

Trusted service for your client

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The family you serve trusts you to manage their wealth and support their lifestyle seamlessly. Making BILL your payment vendor of choice strengthens that trust—delivering greater security, efficiency, and control than paper checks, manual bookkeeping, or other bill pay options.

Enhanced security and privacy

BILL provides peace of mind for your clients with robust bill pay security that helps minimize risk, prevent fraud, and protect sensitive financial data.

Customizable approvals

Let family members review and approve vendor payments with the touch of a button—or specify the spending that's delegated to you as their agent.

Transparency and tracking

Easily review all activity, or quickly pull spending reports by person, vendor, account, and more.

Multi-entity support

Most UHNW families have multiple members, households, businesses, and philanthropic entities to manage. BILL makes it simple to manage them all, each with their own approval rules and reporting.

Maximize flexibility

BILL offers extensive international support to make it easier to manage jet-setting lifestyles, and lets you work with almost any bank.

Standardized process

Using a well-known, proven solution like BILL makes it easier to hand off tasks to supporting team members or successors to the SFO role.

From paper checks to automated bill pay

No more printing and signing checks. Digital payment options enhance control and visibility, offering convenience for your clients while seamlessly integrating with your existing client management systems.

Reduce fraud risk
Enforce separation of duties with role-based access that lets you control who can enter, approve, and pay bills. 91% of survey respondents said BILL helps protect their clients from fraud.1

Streamline payments and save time
Save more than 50% of the time spent managing accounts payable, freeing up time to serve your clients in other ways.2

Maintain control and keep an audit trail
89% of accounting firms surveyed say their clients have better approval controls thanks to BILL.3

1Based on a 2021 survey of over 500 accounting firm partners

2Based on a 2021 survey of over 2,000 BILL customers

3Based on an April 2024 survey of 243 BILL accounting firms

Make the most of your time and ensure accuracy

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It’s the best of both worlds—exceptional service for your client while reducing workload for those handling bill pay duties

One login, one system

Access each client entity (including personal accounts, trusts, LLCs, and more) from one place.

Auto-categorization saves time

AI-powered auto-categorization makes cumbersome documentation a thing of the past.

Easily manage repeating payments

Set up e-billing and ACH payment for thousands of vendors, ensuring speedy, secure transactions.

Integration with other popular software

BILL integrates seamlessly with many of the industry’s top solutions you may already use, including accounting and banking software.

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*BILL Divvy Card is issued by Cross River Bank, Member FDIC.

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*BILL Divvy Card is issued by Cross River Bank, Member FDIC.

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See how Mark Cuban Companies uses BILL to maximize spend visibility

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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.

No. Get the freedom and flexibility to serve your clients more efficiently and in a way that works for you and your clients.

  • Our bank-agnostic system lets you serve clients no matter where they bank
  • International bill-pay support lets you pay in dollars or many other currencies
  • Modern, simple interface makes using BILL easy and efficient
  • Integrations with top software providers lets you plug and play with your existing system

No. Get the freedom and flexibility to serve your clients more efficiently and in a way that works for you and your clients.

  • Our bank-agnostic system lets you serve clients no matter where they bank
  • International bill-pay support lets you pay in dollars or many other currencies
  • Modern, simple interface makes using BILL easy and efficient
  • Integrations with top software providers lets you plug and play with your existing system