Migrating to the new Bill.com Experience

The new Bill.com Intelligent Business Payments Platform

Introducing the next generation of Bill.com: the new Bill.com Intelligent Business Payments Platform. The new platform is built from the ground up to save you time and give you more control with a more automated, end-to-end process. With powerful artificial intelligence and highly-anticipated new features, the Bill.com intelligent platform is easier to use than before.

Here are the resources you need to help your firm and clients move to the new Bill.com experience and platform.

For Your Firm

All you need to know to seamlessly migrate to the new Bill.com experience

How do I move my clients to the new Bill.com?
From your firm’s Bill.com Accountant Console, Administrators will be prompted to move each client organization to the new Bill.com experience upon logging in to their account. It’s that simple. All firm and client data, settings, activity, and sync capabilities will still be there.

Who can move clients to the new Bill.com?
Only Console Administrators. Clients and those without Console Admin priviliges will not be able to move organizations to the new Bill.com. If you have dozens of client organizations that you would like to move all at once, let us know and we can make it happen for you.

Is there a deadline for moving to the new Bill.com experience?
Firms should move clients to the new experience as soon as possible to benefit from the ease of use and new features, and to familiarize staff and clients with the new experience. We will notify you later in 2019 when we will automatically begin to migrate all clients to the new Bill.com experience if you have not already done so on your own.

What if I change my mind and want to use the current version of Bill.com?
There is an option to revert back to the “classic” version of Bill.com available to you for a few weeks. However, we feel that you’ll love the new Bill.com because of the speed and simplicity it offers you and your clients in addition to brand-new, innovative features. We’ll work with you to make sure you’re successful with the new Bill.com.

Where can I get technical support?
We have a Help Center dedicated to the new Bill.com experience with articles and brief video tutorials.

For issues directly related to the move to the new Bill.com, email neodesign@hq.bill.com with your questions and comments and we will investigate and respond.

Where can I get training?

  • We are offering live training webinar where our Bill.com experts will walk you through the highlights and primary AP and AR workflows of the new Bill.com.
  • Listen to a recorded version of the live training webinar
  • You can also find online Bill.com Certification training by accessing your Accountant Console, select Manage Console, then select Training. If you were previously certified as a Bill.com Expert or Bill.com Guru, you must take this new training to remain Bill.com Certified.

Where can I find information to give my clients?
Scroll down on this page to find emails you can customize and send to clients.

Where can I find information to update my firm’s internal Bill.com training materials?
The Accountant Resource Center has a section on Setting Up New Clients with a Getting Started Resource Guide you can use for internal and client training on setup, AP, and AR.

Will there be any changes to the Bill.com mobile app?
Yes, the design and features of the mobile app already reflect much of what you and your clients will see in the new Bill.com online experience.

Who do I talk to if I have questions?
For issues directly related to this move to the new Bill.com, email neodesign@hq.bill.com with your questions and comments and we will investigate and respond.

To contact our Bill.com Support team, go to the Help Center, scroll to the bottom of the page, and click the “Contact Us” button.

Bill.com Intelligent Virtual Assistant (IVA)

What is IVA?
The machine learning capability in Bill.com that helps customers is called the Intelligent Virtual Assistant, or IVA. IVA saves firms time by reducing the need for manual bill data entry. IVA uses machine learning to extract information from invoices and improves or “learns” with feedback over time. IVA finds key bill data (vendor name, invoice number, invoice date, due date, and amount due) among a wide variety of bill formats and then extracts the relevant bill data for processing.

How is IVA different from OCR?
Optical character recognition technology, or OCR, software processes a digital image like a scanned bill, by locating and recognizing letters and numbers so that a computer can manipulate that information (process the bill). OCR doesn’t get better over time without implementing a new version of the software. IVA uses 10 years’ worth of accurately captured bill data for training in order to “learn” what to do with the next bill and it continues to get better with each new bill creation.

What is machine learning? Is that Artificial Intelligence (AI)?
Historically, the phrase AI referred to software possessing human-level intelligence. Technology is still far away from that vision. Today, AI is more commonly defined as a computer system’s ability to perform tasks that normally require human intelligence, such as visual perception, speech recognition, decision-making, and translation between languages.

Machine learning is a subset of AI. Most of what we call AI today was called machine learning in the past. Machine learning is software that makes decisions based on past experience (“the learning”) without traditional programming that defines the information it can process. It uses statistical algorithms to improve over time based on past and present input and outputs, without reprogramming.

How do we talk to clients about IVA?
You can choose how much detail to provide clients about IVA, depending on the client’s involvement with the bill management process. For clients who are disengaged from the bill management process, they may not be interested in understanding the new technology that is reducing time spent inside the firm processing invoices. For clients who want to know all the details, it is important to note that IVA keeps firms and clients in control. IVA works on data extraction in the background but does not submit bills for approval, payment, or GL sync - those processes remain part of the standard Bill.com workflow controlled by firms and clients.

Overview Handout

The New Bill.com Experience Overview Handout
Coming soon!

Deep-Dive Slide Deck

The New Bill.com Experience Slide Deck
Download

Client Demo Kit

Everything you need to prepare a demo Bill.com account for your clients and prospects.
Client Demo Kit


For Your Clients

Your clients may have questions about the new Bill.com experience. We’ve provided emails you can customize and send to explain what’s new to your clients.

Client Email: Moving to the New Bill.com Experience

New Bill.com Experience - Client Letter

Client FAQ: The New Bill.com Experience

What is the new Bill.com Experience?
The new Bill.com experience is a set of powerful new features and a more intuitive interface, tailored to the way firms and clients work together for greater efficiency and visibility into the bill management process.

When will I be able to use the New Bill.com?
Our firm will work together with you to decide the right time to start using the new Bill.com. We want to make sure that our staff are in a position to help you answer any questions as you get used to the new interface. We expect to move most of our clients to the new Bill.com experience within a few weeks.

What if I change my mind and want to use the current version of Bill.com?
There is an option to revert back to the “classic” version of Bill.com available to you for a few weeks. However, we feel that you’ll love the new Bill.com because of the speed and simplicity it offers you. We’ll work with you to make sure you understand all that’s new in Bill.com.

Will there be any changes to the Bill.com mobile app?
Yes, the design and features of the mobile app already reflect much of what you will see in the new Bill.com online experience.

Training for Clients

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