Case Study: Maxwell Money achieves thousands in client fee savings and faster invoicing with Bill.com

Maxwell Money Saves Clients Thousands of Dollars with Bill.com

Maxwell Money is a 30‑year bookkeeping and accounting firm (20+ employees, 200+ clients) that needed a secure, auditable way to manage accounts payable and receivable while maintaining separation of duties and scaling services. The firm wanted a cloud solution that reduced liability for AP work, simplified client access to payment histories, and streamlined invoicing and collections.

By requiring clients to use Bill.com and integrating it with QuickBooks, Xero and Expensify, Maxwell Money gained bank‑level security, audit trails and automated workflows. The result: the firm can safely handle AP, win new business, and has cut internal invoicing time from a full day to a few hours; clients save thousands in fees (one client saves over $15,000/year) and appreciate recurring invoices and auto‑payments.

Maxwell Money

Chris Livermore

Principal