Case Study: Fortis Management Group reduces bill payment processing time by 50% with Bill.com

Multi-Family Office Reduces Bill Payment Processing Time by 50% with Bill.com

Fortis Management Group LLC is a Waltham, MA–based multi-family office that provides comprehensive wealth-management services for ultra-high-net-worth families, excluding investment advice to remain an unbiased steward. The firm struggled with a time-consuming, paper-heavy bill-pay workflow—scanning documents, creating journal entries, printing and signing checks, then rescanning—making invoice reconciliation slow and inefficient.

By adopting Bill.com, Fortis centralized invoices, enabled bank-agnostic access, and moved approvals to a secure, mobile-friendly online process with built-in remittance and security controls. The automation cut bill-processing time by about 50%, simplified reporting, and made payment workflows faster and more convenient for both the firm and its clients.

Fortis Management Group

Jay H. Goldfarb

Principal