Case Study: Family Giving Tree achieves financial efficiency and audit-friendly automation with Bill.com

Family Giving Tree Is Rooted in Their Mission to Give With Financial Automation From BILL

Family Giving Tree, a Silicon Valley nonprofit, needed a better way to manage accounts payable, expense approvals, and audit documentation when its operations went fully remote during the pandemic. The team also faced growing purchasing demands for its backpack and holiday gift drives, making manual processes and paper receipts increasingly difficult to manage.

Family Giving Tree implemented BILL Accounts Payable and BILL Spend & Expense to automate approvals, centralize payments, and simplify spending across the organization. With BILL, staff can approve invoices remotely, capture receipts digitally, and give auditors direct access to records, helping the nonprofit avoid audit issues for three years, close the month faster, and improve transparency and efficiency across a much larger volume of transactions.

Family Giving Tree

Charlotte Wood

Director of Marketing