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

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

3. 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

4. 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

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

6. 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

7. Get paid 2X to 3X faster with Bill.com A/R
Cloud-based invoicing lets you send invoices by 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

8. 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

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

10. Why is Bill.com accounts payable better?
BENEFITS
Unlimited online storage of scanned/ ed/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 ✓

11. 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 ✓

12. 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

13. Add your Bill.com pricing information on this slide. 

14. 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!

15. Appendix

16. Case Studies

17. 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

18. 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

19. 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