IntroducingIntroducing
Bill.comBill.com
The smarter, faster and safer way to
manage bills and get paid online
The Old Way:The Old Way:
Manual, Paper-based processes cause painManual, Paper-based processes cause pain
• Current payabl...
The New, Paperless Way:The New, Paperless Way:
IntroducingIntroducing Bill.comBill.com
3
Bill.com is a cloud-based service...
Hidden Cost of Paper-based ManagementHidden Cost of Paper-based Management
of Accounts Payableof Accounts Payable
Calculat...
Bill.comBill.com is Your Paperless Officeis Your Paperless Office
The Perfect Solution for You and Our FirmThe Perfect Sol...
The Difference is a Streamlined Workflow:The Difference is a Streamlined Workflow:
Example: Accounts PayableExample: Accou...
The Difference is a Streamlined WorkflowThe Difference is a Streamlined Workflow
Example: Accounts ReceivableExample: Acco...
Why You’ll LoveWhy You’ll Love
Bill.com
Save time
& money
Work
Smarter
Anytime,
Anywhere
The Bill.com/Intacct integration reduces the time spent
preparing monthly financial reports and annual audits. “We've
been...
HowHow Bill.comBill.com Works:Works:
Accounts PayableAccounts Payable
Pay Smart with an efficient,
paperless Accounts Paya...
HowHow Bill.comBill.com Works:Works:
Accounts ReceivableAccounts Receivable
Get paid faster with a paperless
Accounts Rece...
Value-Added FeaturesValue-Added Features
12
By automating bill payment and invoicing end-to-end, Bill.com can
significantl...
• View/Approve bills
• View approver notes
• Make secure
payments
• Multiple bank
accounts
• Adjustable
payment timing
Val...
• See all outstanding and
overdue invoices in a
dashboard
• Email Invoices
• Add notes for
customers and see their
comment...
Store and access all bills, invoices, contracts and other financial
documents. Get unlimited storage . No more hunting thr...
•Access all your
tasks from
your
personalized
to-do list
•Receive email
alerts for to
do list
Get a Personalized To-Do Lis...
• Calendar shows actual or
accrued cash coming in and
going out
• Updated book balance pulled
from accounting software
• S...
• Payments to vendors are made with
checks drawn on Bill.coms bank
account
– Applies advanced check fraud
controls
– Elimi...
• Access information anytime,
anywhere, making life so
much easier:
• Bills
• Contracts / Company
Documents
• Payment conf...
• The audit trail feature
provides you and our firm
with detailed information
on “who” did “what” and
“when”
• Permission-...
Bills are organized by vendor
so you can:
•Easily view outstanding bills,
paid bills, all related invoices
and documents a...
Key Benefits ofKey Benefits of
Bill.comBill.com
22
By automating how we
work with you to
manage your payables
and receivab...
For A Free Trial of Bill.com…For A Free Trial of Bill.com…
See for yourself how Bill.com can
really simplify your A/P and ...
For More Information, Please Contact…For More Information, Please Contact…
• Scott Gregory, Bill.com/QuickBooks Expert
• B...
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Online bill payment and electronic invoicing for QuickBooks, Intacct, NetSuite and Xero

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Over 175,000 businesses have unlocked the secrets to streamlining their bill paying and accounts receivable processes with Bill.com.

Will you join them soon?

Bill.com provides your one-stop solution to spend less time paying bills and collecting receivables, all the while giving you much more control over the processes.

You also have the ability to electronically route bills for approval and payment. Perfect for CPA and accounting firms as well as virtual assistants that pay bills for their clients.

Access your information from any device, 24/7. Pay bills from your phone or tablet, send invoices electronically and more with Bill.com

Works seamlessly with QuickBooks, NetSuite, Intacct, Xero and Sage.

Published in: Business, Economy & Finance
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  • Please read: This Client Presentation is a template that you can fully customize to address your Client ’s specific scenario. Key areas that need to be customized are highlighted in Red throughout the document. Here are the areas that you can customize. Feel free to personalize this presentation further, as you see fit: Insert your company logo and contact information at the end of the document. Where applicable, insert the service name that your Firm is using (example: A/P and A/R Automation) if you ’re using a service name in place of Bill.com. Modify any description of a paper-based workflow based on what you know about your Client ’s actual workflow. Where applicable, use screenshots from your own Console to show your company logo. Use the Hidden Cost Calculator (on the Selling Tab on your Console) to calculate and enter your information about their current process for Slide 4. Insert any Case Studies or Testimonials (Also on the Selling Tab on your Console) that would be relevant for your Client.
  • Use your custom screen shot or this Bill.com screenshot.
  • Using the “Hidden Cost Calculator” on the Selling Tab on your Console, calculate the true cost of your client’s current paper-based process and enter the information here.
  • Please customize the “old workflow” graphic based on what you know about your client’s actual workflow
  • Use your custom screen shot or this Bill.com graphic.
  • Online bill payment and electronic invoicing for QuickBooks, Intacct, NetSuite and Xero

    1. 1. IntroducingIntroducing Bill.comBill.com The smarter, faster and safer way to manage bills and get paid online
    2. 2. The Old Way:The Old Way: Manual, Paper-based processes cause painManual, Paper-based processes cause pain • Current payables and receivables process is time consuming • Worried about credit worthiness due to late payments • Don't have clear visibility into cash flow • Don't have time to grow revenue
    3. 3. The New, Paperless Way:The New, Paperless Way: IntroducingIntroducing Bill.comBill.com 3 Bill.com is a cloud-based service that automates the way we work with you to streamline your bill payments, online invoicing and cash flow management.
    4. 4. Hidden Cost of Paper-based ManagementHidden Cost of Paper-based Management of Accounts Payableof Accounts Payable Calculate the hidden costs of your current accounts payable process. Number of bills per month Time spent per bill per week (in minutes) Average hourly rate for staff processing invoice Monthly bank and check handling fees** Online document storage for bills, contracts, etc. per month 50 20 $35 $121 $30 Estimated Monthly Cost $675 Estimated Annual Cost $8,100 **Sum of bank's check fraud protection and imaging fees and check handling fees
    5. 5. Bill.comBill.com is Your Paperless Officeis Your Paperless Office The Perfect Solution for You and Our FirmThe Perfect Solution for You and Our Firm Streamline your payables and receivables process end-to-end: Receive and pay bills online Invoice online and get paid faster Automate collections Store and share financial documents online Reconcile with bank accounts Sync with your accounting software Easily collaborate with us, your vendors, and your customers online Manage and control your cash flow … Paperless Office… anywhere, anytime access works the same no matter where you bank Easy access to pay smarter and get paid faster
    6. 6. The Difference is a Streamlined Workflow:The Difference is a Streamlined Workflow: Example: Accounts PayableExample: Accounts Payable The old workflow Our new efficient workflow New process requires 5 touches by 5+ people yet takes 1 day Required a minimum of 8 touches by 5+ people and took a week+ to complete
    7. 7. The Difference is a Streamlined WorkflowThe Difference is a Streamlined Workflow Example: Accounts ReceivableExample: Accounts Receivable The old workflow The new efficient workflow – gets you paid faster! New process requires 6 touches by 5+ people yet takes 3-5 days 11. Deposit at bank 10. Enter deposit slip 9. Post payment 8. Open mail to get check 7. Call or email to follow up 6. Assess late fees 5. Research files 4. Handle customer complaint s 3. Call or email to follow up 2. Print and mail 1. Create invoice Required a minimum of 11 touches by 5+ people and took weeks to complete
    8. 8. Why You’ll LoveWhy You’ll Love Bill.com Save time & money Work Smarter Anytime, Anywhere
    9. 9. The Bill.com/Intacct integration reduces the time spent preparing monthly financial reports and annual audits. “We've been through two cycles, and the auditors are perfectly happy with the way the system works and how simple it is with Bill.com,” Mike Horner, National Association of Water Companies Proven Success! “Bill.com has allowed our clients and our firm to save an incredible amount of time, improve internal controls, and almost instantly create the paperless work environment we have been working so hard to achieve. ” Jennifer L. Katrulya, CPA, CEO Business Management Resource Group, LLC "I have a better understanding of what's happening on a cash flow basis, Bill.com takes care of the payment and syncs details with QuickBooks. Now I do it all with Bill.com and it only takes me five minutes.“ Peter Gaspry, Owner, Miracle-Ear Franchise
    10. 10. HowHow Bill.comBill.com Works:Works: Accounts PayableAccounts Payable Pay Smart with an efficient, paperless Accounts Payable workflow: 1)Receive bills online 2)Get bills approved quickly 3)Schedule online payments 4)Easily sync with your accounting software
    11. 11. HowHow Bill.comBill.com Works:Works: Accounts ReceivableAccounts Receivable Get paid faster with a paperless Accounts Receivables process: 1)Create, send and track invoices online 2)Collaborate online with your customers 3)Get paid faster with automatic payments 4)Sync both invoice and payment activity with your accounting software
    12. 12. Value-Added FeaturesValue-Added Features 12 By automating bill payment and invoicing end-to-end, Bill.com can significantly boost efficiencies for you and our firm. 1.Mobile payments and invoicing 2.Unlimited document storage 3.Cash flow management to-do list 4.Know your daily balances and projected cash flows 5.More secure vendor payments 6.Get a complete view of transactions 7.Full visibility with an audit trail online 8.Vendor management streamlines daily inquiries
    13. 13. • View/Approve bills • View approver notes • Make secure payments • Multiple bank accounts • Adjustable payment timing Value-Added FeaturesValue-Added Features Mobile Payments: Pay On The Go
    14. 14. • See all outstanding and overdue invoices in a dashboard • Email Invoices • Add notes for customers and see their comments Mobile Invoicing: Invoice On The Go Value-Added FeaturesValue-Added Features
    15. 15. Store and access all bills, invoices, contracts and other financial documents. Get unlimited storage . No more hunting through dusty filing cabinets. Unlimited document storage Value-Added FeaturesValue-Added Features
    16. 16. •Access all your tasks from your personalized to-do list •Receive email alerts for to do list Get a Personalized To-Do List Value-Added FeaturesValue-Added Features
    17. 17. • Calendar shows actual or accrued cash coming in and going out • Updated book balance pulled from accounting software • See future cash flow to manage payment dates and operation needs. Know Your Cash Position and Projected Cash Flows Value-Added FeaturesValue-Added Features
    18. 18. • Payments to vendors are made with checks drawn on Bill.coms bank account – Applies advanced check fraud controls – Eliminates check printing and mailing – Ties payment to the transaction • The check shows the invoice to be paid and the account number • The bottom 2/3rd of the check voucher shows a copy of the invoice to ensure payment is applied correctly More secure vendor payments Value-Added FeaturesValue-Added Features
    19. 19. • Access information anytime, anywhere, making life so much easier: • Bills • Contracts / Company Documents • Payment confirmations & cleared check images Get a complete view of transactions Value-Added FeaturesValue-Added Features
    20. 20. • The audit trail feature provides you and our firm with detailed information on “who” did “what” and “when” • Permission-based user roles allow you to determine what level of access you want others to have in your company Get full visibility with complete audit trail Value-Added FeaturesValue-Added Features
    21. 21. Bills are organized by vendor so you can: •Easily view outstanding bills, paid bills, all related invoices and documents and a complete payment history -- all in one screen •Efficiently research vendor inquiries Vendor management streamlines daily inquiries Value-Added FeaturesValue-Added Features
    22. 22. Key Benefits ofKey Benefits of Bill.comBill.com 22 By automating how we work with you to manage your payables and receivables, Bill.com makes it easy for you to pay smarter and get paid faster.
    23. 23. For A Free Trial of Bill.com…For A Free Trial of Bill.com… See for yourself how Bill.com can really simplify your A/P and A/R No credit card required… http://bit.ly/Billdotcom
    24. 24. For More Information, Please Contact…For More Information, Please Contact… • Scott Gregory, Bill.com/QuickBooks Expert • Bottom Line Accounting Solutions • Scott@BetterBottomLine.com • (440) 527-5696

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