Discover Back Office Magic Notes: Discover Back Office Magic A presentation from [INSERT ACCOUNTING FIRM NAME] [DATE]

Introducing Bill.com The leading digital business payments service that makes paying and getting paid simpler, faster and more secure

Bill.com improves your back-office Saves at least 50% of the time spent on A/P Frees you from having to be in the office Provides you with more organization and control Helps you get paid 2X – 3X faster Improves security

Bill.com doubles A/P efficiency: here’s why you’ll save time Automated payment approvals No more chasing approvers or losing invoices One click payments No check printing, envelope stuffing, etc. Never enter information twice Syncs with leading accounting software Answers when you need them Complete audit trails help you find past transactions in seconds

Bill.com is mobile and cloud-based for anytime, anywhere access. SYNCS WITH

Bill.com gives you more organization and control Automated to do list and reminders always tells you what to do when you need to do it Includes cloud-based document management and storage All bills, invoices, contracts and other paperwork conveniently digitized and organized by vendors, transactions and date ranges so you have everything at your fingertips Captures a complete audit trail from receipt to settlement

Get paid 2X to 3X faster with Bill.com A/R Cloud-based invoicing lets you send invoices by email or mail Accept online payments via ACH, credit card or PayPal Allow your customers to view and pay invoices at a web page with your logo Know when your customers have viewed your invoice online Send automated payment reminders when payments are overdue Set up recurring invoices to your customers Set up recurring payments from your customers Automatic sync of customers, invoices and payments with accounting software

Bill.com improves security and controls Bank-vetted, leading edge security Automation of business rules around payment approvals that allows strict enforcement and accountability No need for check stock in the office Gives clear separation of duties with defined roles and system access Detailed audit trails show who did what with date and time stamping

How Bill.com pays bills in four easy steps 1. Email, fax or scan and upload bills 2. Code 3. Get Approvals 4. Pay

Why is Bill.com accounts payable better? BENEFITS Unlimited online storage of scanned/emailed/faxed bills, contracts, etc. Automatic routing of bills for internal approval – online or mobile Faster payments: one, two or three day payment options One-click payment of bills via check, or electronically via ACH Checks and electronic payments are sent with full voucher/remittance information Setting permissions and security so the right people can view, approve, pay bills Ability to view status of any bill, anywhere, anytime – online or mobile Online access to all cleared checks - searchable by customer/invoice number Automatic sync of vendors, bills, and payments with accounting software BILL.COM ACCOUNTING SOFTWARE ONLY TYPICAL ONLINE BILL PAYMENT ✓

Why is Bill.com accounts receivable better? BENEFITS Send invoices online with customizable templates Accept online payments via ACH, credit card, or PayPal Allow your customers to view and pay invoices at a web page with your logo Know when your customer has viewed your invoice online Send automatic reminders to pay overdue invoices Set up recurring invoices to your customers Set up recurring payments from your customers Automatic sync of customers, invoices, and payments with accounting software BILL.COM ACCOUNTING SOFTWARE ONLY MOST A/R SOLUTIONS ✓

Proven & trusted Over 600,000 members in the Bill.com Payment Network $20B money moved annually Over 17M documents stored 41 of top 100 accounting firms use Bill.com for their clients

Add your Bill.com pricing information on this slide. 

Get started with Bill.com in no time I’m here to help! We need to: Complete the engagement agreement Sync with your accounting software Determine workflows and approvers and other roles Add your bank account information Let’s get started today!

Appendix

Case Studies

The Secret Chocolatier – Running efficient operations A full work day saved each month thanks to Bill.com Integration with QuickBooks to eliminate duplication of efforts Ability to use Bill.com any time, at any location with its mobile application “Bill.com keeps us flowing, and that's important, especially in our small business.” ANDY CIORDIA OWNER VIEW CASE STUDY

Caring.com – Eliminating A/P manual work to focus on the big picture Six hours a week saved through the elimination of paper and paper-based practices Automated workflows ensure the correct approvals are procured in a timely manner Extra time for a focus on high- level budgeting and forecasting rather than processing invoices “Picture me on the patio of an Italian villa overlooking the spectacular hills of Tuscany and paying an urgent invoice via Bill.com. That was a beautiful day. Everything was handled in all of 3 minutes, and then I was back to my vacation.” DAN CASERZA VP, FINANCE AND ADMINISTRATION VIEW CASE STUDY

Mubarak Realty and Property Management – Streamlining A/R Elimination of Excel spreadsheet reliance and associated lack of transparency Ability to have 80+ tenants pay online through Bill.com as well as send out automated reminders Savings of up to $400 a month, thanks to Bill.com “When it comes to receivables, I’m easily saving up to $400 each month with Bill.com.” RICK MUBARAK PRESIDENT VIEW CASE STUDY