Bill.com
252 Case Studies
A Bill.com Case Study
Countsy, a San Francisco–based outsourced CFO and accounting firm with 140 employees and 300 clients, struggled with fragmented payables: separate workflows for domestic payments, international transfers and bank wires required manual currency calculations, costly wire fees, and time-consuming tracking—an especially big burden given about 40 clients making payments across Asia, Europe, Canada and South America.
By consolidating all payables onto Bill.com and syncing with NetSuite, Countsy unified domestic and international payments, automated currency conversion and reconciliation, reduced wire costs, and gained visibility into transaction costs and staff workloads. The result: faster, easier training and offboarding, higher transaction volume, less manual reconciliation, and a measurable efficiency lift that made Bill.com integral to their operations.
Kathleen Castillo
Head of the Technology Service Center