“BILL Spend & Expense gives us the tools for our firm and clients to create better visibility, controls, and streamline workflows.”

Breakwater is a cloud-based, forward-thinking accounting and advisory firm that believes in creating a solution to fit each and every client. Amy Marshall, Director of Growth at Breakwater, says their mission is simple: create financial peace of mind for all of their clients. BILL Spend & Expense helps them achieve that mission.

“BILL Spend & Expense helps align with our mission at Breakwater by creating peace of mind for our clients. We embrace technology and cloud-based software, and Spend & Expense helps add that value.”

The challenge: Difficult processes and wasted time

Breakwater was in need of a solution that wasn’t “one-size-fits-all” but could scale to fit any size of business. Tower Hill School, a client of Breakwater, dealt with their expenses in a reactive way, rather than a proactive way. They were using a more manual and time-consuming process of chasing down receipts and spent hours each month on reconciliation.

Through Breakwater’s partnership with BILL Spend & Expense, they were able to recommend and help implement a new solution for Tower Hill School. As a result, they were able to reduce their expense management time by at least 50–60% a month, saving them time and money.

“Spend & Expense gives us the tools for our clients to create better visibility, controls, and streamline workflows. ”

The solution: Streamline expenses with BILL Spend & Expense

Since partnering with Spend & Expense, Breakwater and their clients have streamlined their expense processes, creating more visibility into their finances and control over their budgets. According to Amy, her clients love how easy Spend & Expense is to use, plus the flexibility of BILL Virtual Cards has helped reduce the risk of fraud. “Spend & Expense is so easy to use and empowers staff to control their own spending,” Amy describes.

Not to mention Spend & Expense has reduced or even eliminated the manual work of receipt tracking and credit card reconciling for the Breakwater team. So what once was a bi-weekly and reactive task, can now be done proactively through the BILL Spend & Expense platform.

“Spend & Expense is so easy to use and empowers staff to control their own spending.”

Client benefits: Closing the books on time

Spend & Expense has reduced or even eliminated the manual work of receipt tracking and credit card reconciling for the Breakwater team, allowing them to close their clients’ books faster. Amy says, “In addition to control of spend, the client sees the benefits of a quicker close of the books.”

Firm benefits: Improved client relationships

With Breakwater backed by BILL’s innovative spend management solution, they now have that competitive edge they were missing before, making Breakwater a true leader in their industry. Spend & Expense has also created a more controlled environment by providing each user with responsibility and ownership, both for clients and the Breakwater team.

But most importantly, said Amy, Spend & Expense has helped Breakwater build a stronger relationship with their clients. “It doesn’t cost anything, but it gives both the client and the firm a great deal of satisfaction,” Amy explains. “It allows us to offer our clients’ new solutions, and we love having solutions to pain points.”

“It has helped us build trust and confidence with our clients in that we provide the best tools to help make their lives more efficient.”