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Simplify and Secure Your Payments with Bill.com

Our firm partners with Bill.com, the intelligent business payments platform, to manage the complexities of your bill payment needs. Together, we ensure the highest levels of security balanced with your preferred level of control and involvement in the bill pay process.

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Simplify and Secure Your Payments with Bill.com

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  1. Add Firm Logo Bill.com Overview for [CLIENT NAME] Date Making it simple to connect and do business

  2. Bill Management – Why Bill.com Our firm partners with Bill.com, the intelligent business payments platform, to manage the complexities of your bill payment needs. Together, we ensure the highest levels of security balanced with your preferred level of control and involvement in the bill pay process.

  3. The Leading SaaS Platform for B2B Payments 3M Members 65 Top-100 firms $60B Moved Strong Network Customer Validation Proven Scale The preferred provider of digital payments solutions for CPA.com, the technology arm of the American Institute of CPAs (AICPA)

  4. Bill Pay Is A Painful Process For You ENTER PAY RECONCILE APPROVE Accounting System Bills, contracts and other documents flood in via US mail or email Bank Accounts Enter payments into online banking. Re-enter into accounting system. Paper piles up. Paper-intense process. Reconcile bank accounts with accounting system. Time-consuming exceptions Gather approvals Print checks. Sign, stuff, and send. Tedious data entry into accounting system Audits burdened with buried documents and incomplete audit trails. Paper-intensive Manual Time-consuming Fraught with Risk

  5. We Will Simplify and Secure Your Payments 4 Easy Steps ENTER ACCOUNT PAY APPROVE • Send bills via email • We pay for you • We add the details to your books View and approve bills online from any device Paperless Automated Secure Efficient

  6. How Bill.com Works: Step 1 Email bills into Bill.com using the email address we provide you

  7. How Bill.com Works: Step 2 • We’ll send an email letting you know a bill is ready for approval • Click the link to log in to your portal

  8. How Bill.com Works: Steps 3 and 4 • View your bill in the portal • Hit Approve • You’re finished! We pay the bill for youand add the details toyour books

  9. It’s just as easy from your smartphone with the Bill.com app • Get notifications • Approve bills • Track status

  10. Bill.com is SecureDesigned With Firm and Client Security and Privacy In Mind SOC 1 and SOC 2 attested Encryption of data in motion and at rest consistent with leading industry practices Automated payments solution for top US banks Payments made digitally through Bill.com keep your bank account and routing information private Protection against check fraud through automated Positive Pay service

  11. Benefits of Bill.com • Simple, intelligent payments platform Multiple options for secure payment Simplest most secure way to manage payments

  12. Let’s get started Complete Engagement Agreement Provide Bank and Approver Information Quick Tutorial Log in and Go! Where to Get Help…

  13. Presenter Name Presenter Contact Info 555.555.555 Next Steps

  14. Thank You!

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