Case Study: Blue Fox achieves AP efficiency and amplified advisory value with Bill.com

How the new Bill.com experience and its AI-powered Intelligent Virtual Assistant amplifies advisory services and turbocharges efficiency

Blue Fox is a small, nonprofit-focused accounting firm that prioritizes maximizing client value over scaling. Working with resource-constrained clients, the firm faced time-consuming, paper-based accounts payable processes, risk of duplicate payments, and costly audits that threatened margins and limited its ability to deliver high-value advisory services.

Blue Fox adopted the new Bill.com experience and its AI-powered Intelligent Virtual Assistant to streamline work: an intuitive UI, fewer clicks, pre-populated bills (about 90% complete), duplicate-invoice detection, and configurable approval workflows that integrate with QuickBooks Online and Expensify. The result: major time savings for staff, shorter audit reviews, stronger controls for clients, and more profitable client accounting services—earning strong client praise for simplicity and reliability.

Blue Fox

Chantal Sheehan

Chief of Client Happiness and CEO