Case Study: Venturity achieves greater AP efficiency and accuracy with Bill.com

Bill.com Allows Us to be True Partners to Our Clients

Venturity Financial Partners, a midsize Dallas-based accounting firm serving about 100 SMB clients, faced time-consuming, manual accounts payable processes—paper checks, email reviews and ad hoc workflows—that limited accuracy and scalability for both the firm and its clients (for example, a client CFO spent three days per week on accounting tasks). That lack of systematic AP control also made it harder for Venturity to act as a strategic partner.

By implementing Bill.com for automated bill entry, electronic approvals, ACH payments, and an audit trail (integrated with QuickBooks and other systems), Venturity increased accuracy, accountability and visibility. The firm reduced labor dramatically (full‑time support from 2.5 positions to one part‑time; outsourced team from five to one), while clients cut approval time from days to hours and handled larger invoice volumes (from 30–40 to 70–80/week) with half the approval time—letting Venturity focus on higher‑value strategic work.

Venturity

Lisa West

Director of Team Operations