Case Study: Certified Pro Advisors unifies payables and speeds client onboarding with BILL

Certified Pro Advisors consolidates 40 client payables on BILL

Certified Pro Advisors, an accounting firm serving small and medium-sized businesses, faced challenges with a fragmented payables process. They used multiple payment platforms to accommodate different client needs, which created inefficiency and friction for their support staff. Furthermore, many of their clients relied on manual, paper-based systems that were not mobile-friendly and created operational risk. To modernize and unify their practice, they turned to BILL and its Accounts Payable product.

By consolidating all client payables onto the BILL platform, Certified Pro Advisors standardized their workflows and onboarding process. The solution provided flexible, mobile approval workflows that were essential for clients like construction companies. As a result, the firm successfully migrated approximately 40 client accounts to BILL, eliminating the need to manage multiple tools and significantly reducing time spent on payment tracking and client onboarding. The vendor, BILL, provided a secure and comfortable system that became the foundation for the firm's scalable financial operations.

Certified Pro Advisors