Transform payment processes, boost privacy, enhance security for your single- or multi-family office.
a payment?
To accept this invitation, please use the link below.
a payment?
To accept this invitation, please use the link below.
a payment?
To accept this invitation, please use the link below.
a payment?
To accept this invitation, please use the link below.
a payment?
To accept this invitation, please use the link below.
Increase operational efficiency at your practice with BILL—a leading automated financial software and bill pay solution tailored for single and multi-family offices, wealth management firms, and RIAs. BILL is designed to streamline your operations and upgrade your wealthtech capabilities.
BILL helps provide peace of mind for your clients—and your firm—with robust security for payments that helps minimize risk, prevent fraud, and protect sensitive financial data.
Improve the efficiency and productivity of your bill-pay team without sacrificing their essential functions, so you can continue being a trusted steward of your client’s money.
Automated processes and simplified bill pay let you scale without adding headcount—all while providing more valuable services that meet a larger share of your clients’ needs.
One size doesn't fit all, for your clients or your firm. But however you manage bill pay—as a paid add-on or value-add—BILL has you covered. And you aren’t locked into a single bank.
Trusted by top accounting firms, family offices, and leading US financial institutions
No more printing and signing checks. Digital payment options enhance control and visibility, offering convenience for your clients while seamlessly integrating with online wealth management and wealthtech solutions.
- Reduce fraud risk
- Enforce separation of duties with role-based access that lets you control who can enter, approve, and pay bills. 91% of accounting firms surveyed say BILL helps protect their clients from fraud.1
- Enforce separation of duties with role-based access that lets you control who can enter, approve, and pay bills. 91% of accounting firms surveyed say BILL helps protect their clients from fraud.1
- Streamline payments and save time
- Save more than 50% of the time spent managing AP.2
- Save more than 50% of the time spent managing AP.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
Help your clients delete repetitive tasks with BILL Multi-Entity's centralized, automated AP. So they can approve, review, and pay bills all in one place.
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.
Paper checks are a huge risk for businesses and individuals alike. With mail theft on the rise, sending your account and routing information through unsecured channels can lead to future headaches. With BILL, you can still send paper checks, but accounting and routing numbers are anonymized for an extra layer of security. Additionally, your team saves the time and energy of printing and signing paper checks, and you gain the ability to make and record payments from a single console. This entire process takes place within BILL, which means check payments follow the same comprehensive review and approval processes for your clients.
Paper checks are a huge risk for businesses and individuals alike. With mail theft on the rise, sending your account and routing information through unsecured channels can lead to future headaches. With BILL, you can still send paper checks, but accounting and routing numbers are anonymized for an extra layer of security. Additionally, your team saves the time and energy of printing and signing paper checks, and you gain the ability to make and record payments from a single console. This entire process takes place within BILL, which means check payments follow the same comprehensive review and approval processes for your clients.
Get the freedom and flexibility to serve your clients more efficiently and in a way that works for them and your firm. BILL utilizes a bank-agnostic system that lets you serve clients no matter where they bank, all with a modern, simple interface that is intuitive and efficient. Integrations with Quickbooks, Sage Intacct, Netsuite, Microsoft, and Xero let you plug and play with your existing system, all while giving you more visibility into client spending.
Get the freedom and flexibility to serve your clients more efficiently and in a way that works for them and your firm. BILL utilizes a bank-agnostic system that lets you serve clients no matter where they bank, all with a modern, simple interface that is intuitive and efficient. Integrations with Quickbooks, Sage Intacct, Netsuite, Microsoft, and Xero let you plug and play with your existing system, all while giving you more visibility into client spending.
Adding bill pay is a great way to deepen your financial relationship with your clients. BILL has experience helping firms navigate security and compliance requirements, all with complete training and support that makes getting started easier. Whether you’re a single-family or multi-family office, you can always maintain a segregation of duties to keep your client’s finances private and money secure while gaining the insights you need with detailed tracking and reporting of all transactions.
Adding bill pay is a great way to deepen your financial relationship with your clients. BILL has experience helping firms navigate security and compliance requirements, all with complete training and support that makes getting started easier. Whether you’re a single-family or multi-family office, you can always maintain a segregation of duties to keep your client’s finances private and money secure while gaining the insights you need with detailed tracking and reporting of all transactions.
With dedicated account managers and easy access to support, as well as experience supporting multi-family offices, BILL is a turnkey solution that will enable you to stand up this capability quickly and efficiently. You can trust BILL to have the security and support you’ll need.
With dedicated account managers and easy access to support, as well as experience supporting multi-family offices, BILL is a turnkey solution that will enable you to stand up this capability quickly and efficiently. You can trust BILL to have the security and support you’ll need.
Be the trusted advisor your HNW clients' expect with BILL's safe, secure bill pay:
- Enhanced security for digital payments
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- Fraud monitoring
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- Audit trails for peace of mind
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- Mobile app approvals
