BILL Spend & Expense can be a unique software to implement for a client. While clients will be spending on cards, uploading receipts, and working with the software day to day, there are different levels of participation available to your firm in the management and administration of the account. The model you follow will be determined by your firm’s workflows and your clients’ unique needs. You might use the same model for all clients or use different models for different clients. You might also find that you move a client from one model to another as they become more self-sufficient in the platform.
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Uplevel your CAS practice with BILL Insights & Forecasting
Help clients make timely and strategic business decisions based on timely cash flow data—without having to build financial models.
The Benefits of Pairing Your Business Card with Spend Management Software
What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
The BILL Financial Operations Platform & Your CAS Practice
How to use the BILL Financial Operations Platform to evolve your CAS practice
The Best Topics to Cover When Training Your Staff on BILL Spend & Expense
These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
The Ultimate BILL Spend & Expense Staff Training Guide
In this guide, we’ll go over the most important topics for you to cover when training your staff on how to use and implement BILL Spend & Expense in your firm's offerings.