Case Study: EisnerAmper achieves secure, scalable bill pay for family office clients with BILL

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Preview of the EisnerAmper Case Study

EisnerAmper streamlines bill pay for 150+ families with BILL

EisnerAmper's Family Office Services practice faced challenges in managing bill payments for over 150 high-net-worth families with complex, customized needs. Their fragmented system of paper checks, emails, and spreadsheets created security risks, limited visibility, and administrative burden, making it difficult to scale their high-touch, trusted service.

By implementing the BILL platform for accounts payable, EisnerAmper centralized its operations. BILL provided customizable approval workflows, robust fraud controls like duplicate detection, and automated W-9 collection. The results included a fully paperless process, reduced overpayment risk, eased compliance workload, and a secure, scalable system that supports flexible, client-ready service.


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