BILL Holdings, Inc. · NYSE:BILL

BILL — Bill.com — The Future of Accounts Payable webinar (Sleeter Group and Bill.com) (September 2015)

25 slides from BILL's conference presentation, Sep 14, 2015

  1. Slide 1: The Future of Accounts Payable

    The Future of Accounts Payable @dougsleeter

  2. Slide 2: Our Sponsor

    @dougsleeter @DSleeter Group

  3. Slide 3: Start your risk-free Bill.com trial today

    Start your risk-free Bill.com trial today and get a free e-copy! * Must use the URL in the chat window @dougsleeter

  4. Slide 4: The Sleeter Group

    The Sleeter Group 800 Member Accounting Consulting Group Author — Textbooks and Reference Guides Consultant to Software Developers www.sleeter.com CPA Practice Advisor Columnist Top 25 Thought Leader Accounting Today Doug Sleeter Top 100 Most Influential People Small Business Influencer Follow on Tw

  5. Slide 5: HPC Accounting & Tax

    HPC Accounting & Tax Blake is the Director of Technology and Marketing for HPC. We are an online CPA firm, Bill.com Experts & Xero Platinum Partner. Prior to HPC, Blake founded Cloudsourced Accounting, an online bookkeeping firm that gained hundreds of clients in < 3 years. Blake Oliver Xero Award W

  6. Slide 6: Accounting Solutions Conference, Las Vegas, Register Now

    When only 8% of the accounting profession* feels prepared for the technology disruption, it’s time to… ACCOUNTING SOLUTIONS CONFERENCE CRUSH YOUR NOVEMBER 16-19, 2015 COMFORT ZONE BELLAGIO LAS VEGAS Register Now *Based on the CPA of www.sleetercon.com the Future 2015 study by CPA.com @dougsleeter

  7. Slide 7: Agenda

    Agenda  The Pain in B2B Payments  Trends in SMB Financial Tech  What if?  The Power of the Network  Demonstrating the Power of Bill.com @dougsleeter

  8. Slide 8: SMB AP – A Manual, Messy, Expensive Process

    SMB AP – A Manual, Messy, Expensive Process ENTER APPROVE PAY RECONCILE Paper-Heavy Manual Slow/Messy Time-Consuming/Expensive @dougsleeter Complex

  9. Slide 9: The Old World: Separate Processes – All Independent

    The Old World: Separate Processes – All Independent  Paper Invoicing, Manual  Mostly Paper Checks  Can Email, but Many Don’t  Mostly Desktop Solutions  No Visibility for Payment Schedules Vendors  Manual Entry (A/P)  Error Prone and Costly Payroll  Online Banking  ACH Payments (expensive) B

  10. Slide 10: The Five Trends

    The Five Trends Driving New World Solutions  Chunkification of the Business Process  Integration of Point Solutions  Zero Data Entry  Collaborative Accounting  Cloud and Mobile @dougsleeter

  11. Slide 11: Chunkification of Business Processes

    Chunkification of Business Processes ECOMMERCE VERTICAL Chunkify SOLUTIONS and CRM Integrate ACCOUNTANT DASHBOARD PAYROLL DOCUMENT MANAGEMENT BANKING & CREDIT CARD FEES ONLINE INVOICING AND BILL PAYMENTS @dougsleeter

  12. Slide 12: Zero Entry

    Zero Entry Buyer Seller Customer Shops Human Enters Order into Online Seller Receives and Places Order Shopping Cart, or into POS, or Phones Order the Seller who Enters the Order Electronically Seller’s Cloud Solution Converts Order into Invoice and Sends Electronic “Bill” to Customer. Also sends or

  13. Slide 13: Collaborative Accounting

    Collaborative Accounting Customers Vendors COLLABORATION Accountant Employees  Anytime/Anywhere  Data Always in Sync (Live)  Enhanced Security  Simplicity  Less Expensive  Reduced Client IT Needs @dougsleeter

  14. Slide 14: What if?

    What if?  What if we all used the same bank? Pipe Dream  I could pay you and you could pay me. Everything could be electronic.  No need to exchange any more than account numbers. But, MY account doesn’t make sense to YOUR bank. Must add bank routing #.  And even if - Workflow/Approvals still uns

  15. Slide 15: The Power of the Network

    The Power of the Network  Sign up with a Trusted “Network Provider” AKA Bill.com  Invite Your Trusted Trading Partners to Connect  Each Business Securely Controls Their Own Accounts Bill.com  Multiple Banks, Accounts, Payment Methods  Each Business Sends/Receives Electronic Payments  Electroni

  16. Slide 16: Blake Oliver: Demo of Bill.com

    Blake Oliver Demo of Bill.com @dougsleeter

  17. Slide 17: Demo – Blake Oliver

    Demo – Blake Oliver  A quick – full-cycle payment – Enter, approve, pay, view dashboard, sync  Paperless – Inbox (Email, Fax, Scan/Upload)  Workflow – Create Transaction, Assign approvers, Approve  Notifications  Cash flow Forecast  Payments  Sync @dougsleeter

  18. Slide 18: The Network Facilitates Zero Entry for AR and AP

    The Network Facilitates Zero Entry for AR and AP AR: Artisan Lamps 1. eInvoice sent AP: Niche Modern becomes eBill (no data entry for AP) eInvoice eBill Send Notes, Ask Questions, 4. ePayment auto Visibility of Status applied to eInvoice and History (no data entry for 2. Accept, AR) Connected Approv

  19. Slide 19: We're Still Early in the Adoption Curve

    We’re Still Early in the Adoption Curve SMB B2B Digital Payment Penetration SMBs are just Beginning 80% to Embrace New World Solutions in Payables & Receivables Management 20% Today ‘Chasm’ 5 Years @dougsleeter

  20. Slide 20: How Bill.com Manages the AP Process

    How Bill.com Manages the AP Process Email, fax or scan and Bill.com stores digital documents with on-demand, fast access. Documents remain upload bills with vendor records. Almost Zero Entry: Transactions are created for you. You designate the account code Code and approver workflow for each bill. G

  21. Slide 21: Comparing Bill.com

    Comparing Bill.com ACCOUNTING TYPICAL ONLINE Benefits BILL.COM SOFTWARE ONLY BILL PAYMENT Unlimited online storage of scanned/emailed/faxed bills, contracts, etc. ✓ Automatic routing of bills for internal approval – online or mobile ✓ One-click payment of bills via check, or electronically via ACH ✓

  22. Slide 22: Enhanced A/P Efficiency and Security

    Enhanced A/P Efficiency and Security  Automated payment approvals No more chasing approvers or losing invoices  One click payments No check printing, envelope stuffing, etc.  Never enter information twice Syncs with leading accounting software such as QuickBooks, QuickBooks Online, Xero, Netsuite

  23. Slide 23: Bill.com improves security and controls

    Bill.com improves security and controls  Bank-vetted, leading edge security  Automation of business rules around payment approvals that allows strict enforcement and accountability  No need for check stock in the office  Gives clear separation of duties with defined roles and system access  Sec

  24. Slide 24: Bill.com Accountant Program

    Bill.com Accountant Program Special offer for Sleeter Group Members Discounted Bill.com Accountant Program ($49 $30/mo) Save over $200/year PLUS today’s webinar attendees who sign up for a free Bill.com trial get a complimentary copy of ‘Grow Your Accounting Practice Using Bill.com’ by Judie McCarth

  25. Slide 25: Accounting Solutions Conference, Las Vegas, Register Now

    When only 8% of the accounting profession* feels prepared for the technology disruption, it’s time to… ACCOUNTING SOLUTIONS CONFERENCE CRUSH YOUR NOVEMBER 16-19, 2015 COMFORT ZONE BELLAGIO LAS VEGAS Register Now *Based on the CPA of the www.sleetercon.com Future 2015 study by CPA.com @dougsleeter

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