Case Study: Jitasa achieves streamlined accounts payable and increased productivity with Bill.com

How Jitasa and Bill.com Make Clients “Geek Out”

Jitasa, a Boise-based firm that provides finance and accounting services to more than 600 nonprofit clients, faced fragmented accounts-payable workflows—paper and email invoices, manual check printing and signing, time-zone complexities, and client reluctance to move to electronic payments—that drove inefficiency, errors, and heavy staff time spent on routine AP tasks.

By adopting Bill.com (integrated with QuickBooks Online), Jitasa centralized AP, document management, digital approvals and check mailing, and used Bill.com’s IVA to auto-populate invoice data. The result: streamlined workflows, fewer errors, eliminated manual check-processing, redeployed AP staff to higher-value roles, faster remote approvals for clients, and improved oversight across its client base.

Jitasa

Jon Osterburg

VP of sales and marketing