Case Study: Accountfully achieves streamlined AP/AR and faster payments with Bill.com

How Bill.com powers the firm’s client accounting services

Accountfully is a midsize outsourced accounting firm in Charleston that provides bookkeeping, CFO services, and tax strategy to creative professionals and food entrepreneurs. The firm faced fragmented, often paper-based AP/AR processes across about 100 clients—making approvals, vendor payments and rapid scaling during busy seasons (like large festivals) slow, error-prone, and hard to audit or oversee.

Accountfully implemented Bill.com firm-wide, requiring clients to adopt the platform and integrating it with QuickBooks Online and Expensify to centralize workflows. As a result, payments and reimbursements are processed digitally and faster, onboarding and audits are simpler, clients gain real-time approval visibility, cash position is clearer for boards, and the firm has achieved enough efficiency to focus on clients who embrace the system.

Accountfully

Brad Ebenhoeh

Managing Partner