Case Study: BrightPlan achieves automated remote accounting and significant time and cost savings with Bill.com

BrightPlan Automates Accounting Functions and Supports Efficient Workflow Processes

BrightPlan is a leader in Total Financial Wellness, offering a real‑time, personalized personal finance solution integrated with employer benefits. With a remote‑first culture, the CEO wanted a paperless, automated back‑office platform that would support efficient workflow processes and allow accounting to be managed from anywhere.

BrightPlan implemented Bill.com at inception to provide a cloud‑based AP/AR system that syncs with QuickBooks Desktop, stores vendor documents and W‑9s, and uses an Intelligent Virtual Assistant to recall GL details. The result: significant time and cost savings, fewer payment errors and late fees, improved vendor loyalty from on‑time payments, and more remote access and reduced risk across accounting operations.

BrightPlan

Alesha Escalante

Director of Operations