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How to onboard clients to BILL

How to onboard clients to BILL

Create a plan to onboard your clients with implementation tips for BILL AP/AR and BILL Spend & Expense.
Starting the conversation
Implementing BILL AP/AR
Implementing BILL Spend & Expense

Starting the conversation

Identify clients who are ready to switch to automation and learn how to have deeper conversations with them. 

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How to tell when your client is ready for BILL Spend & Expense

Spend Management
guide

Creating deeper client connections

Firm Management

Are your clients ready for BILL Spend & Expense?

Use our interactive checklist to determine if now is the right time for your accounting firm to introduce clients to the benefits of automated spend management.
get started

Implementing BILL AP/AR

Guides and resources for getting your clients set up on BILL AP/AR.

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AP approval workflow checklist overview

AP/AR
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Bill pay management workflow models

AP/AR
guide

How to onboard AP and AR clients to BILL

AP/AR
guide

AP process documentation template

AP/AR
guide

Client pre-setup checklist

Training
guide

Onboarding checklist for clients by Jason Blumer, CPA

Training
guide

Best practices guide: AP payment methods

AP/AR
guide

Best practices guide: AP approval workflows

AP/AR

Implementing BILL Spend & Expense

Guides and resources for getting your clients set up on BILL Spend & Expense.

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Client expense policy template

Spend Management
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5 things to include in your client's expense policy

Spend Management
guide

How to help your client make an expense policy when they use BILL Spend & Expense

Spend Management
guide

5 things to consider when onboarding clients to BILL Spend & Expense

Spend Management
guide

Best practices for implementing Spend & Expense for clients

Spend Management

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