Become the trusted advisor that never
misses a payment
The requests from high-net-worth clients run the gamut, from daily life errands to long-term financial planning. Many
of these asks require money to be transferred, and while manual efforts might allow for a personalized offering, it isn't
efficient or scalable and it can become even more cumbersome to stay on top of an increasingly growing number
of requests and deadlines. Scope creep can be a common occurrence, as HNW client needs are sophisticated and
complex, and they often seek to maximize the value of their current partnerships.
Firms that utilize automation technology for bill pay services impact their companies' success on two fronts: they are
better serving their high-net-worth clients while also lowering costs for their firm.
How Bill.com delivers value for your HNW clients:
• Manage payments anytime, anywhere: Our mobile app gives the freedom
to review and approve in a few taps, no matter where your clients are
• Fast Payment Options: Fast payment options available to process and
pay bills quickly (same-day or overnight)
• Control and Convenience: Full transparency with complete payment
audit trails and full records to quickly review any document, vendor
record or proof of payment
• Secure Data: Secure and private platform where your banking
information is private from vendors and easy access is secured by
2-step verification for your clients
Here are 4 ways Bill.com delivers value for your firm:
• See everything in one dashboard: Quickly review outstanding to-do lists
and get one-click access to every one of your clients' accounts
• Easy document storage and audit-ready trails: Retrieve any document,
vendor records, or proof-of-payment quickly and see transparent, time-
stamped audit-ready trails for every transaction.
• Collaborate in the cloud: Eliminate the back-and-forth by working
efficiently with your team in real time anytime, anywhere.
• Keep everything in sync: Connect Bill.com with the tools you already use,
including leading accounting software and other payments solutions.
Platforms like Bill.com that leverage artificial intelligence and machine learning bring an added advantage, as data
accumulated over time transforms into added insights that trusted advisors can leverage toward making better
informed decisions.
Overdue
$0
0 BILL S
$12,000
Due in 7 days:
6 BILLS
Bills to pay
Approved, ready to be paid bills
Bill approvals
People with bills to approve, and days waiting
Approver Assigned for: 0- 5 days
Max Nguyen
$7,000
3 BILLS
M N
Tanya Smith
$5,050
5 BILL
TS
Rodger Waters
$3,050
1 BILL
RW
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