Case Study: Cornerstone Family Office achieves 50-60% faster bill processing and greater security with Bill.com

Bill.com Helps Cornerstone Family Office Build Tech Stack

Cornerstone Family Office is a seven-person, fee-only multifamily office in Bryn Mawr serving ultra-high-net-worth families. The firm struggled with a manual, courier-based invoicing and check-signing workflow that was time-consuming, error-prone, and lacked strong audit trails—adding days and complexity to routine payments.

By implementing Bill.com’s AP platform, including its AI-powered Intelligent Virtual Assistant and integrations, Cornerstone automated invoice capture, flagged duplicates, and enabled mobile approvals and clearer vendor history. The change saved the CEO 30–40% of his time, cut staff processing time by 50–60%, improved accuracy and security, and allowed the team to focus on higher-value client services and growth.

Cornerstone Family Office

Josh Levine

Founder and Chief Executive Officer