Case Study: Polay + Clark achieves streamlined payables and stronger client trust with Bill.com

Polay + Clark Use Bill.com to Build Trust with High Net-Worth Clients

Polay + Clark, a 22-person Atlanta accounting firm serving about 800 clients in entertainment and sports, needed a more reliable, scalable way to manage payables for high-net-worth clients. Their previous process relied on emailed Excel lists, scanned bills, and multiple banking portals, which caused confusion and made it harder to build the transparency clients expect.

By adopting Bill.com (with Xero and Hubdoc integrations) for AP and AR and enabling mobile approvals, clients can quickly approve bills and staff can process payments in as little as two minutes. The solution standardized workflows, boosted transparency and trust, and freed employees from manual tasks so they can focus on advisory services like cash flow and estate planning.

Polay + Clark

Jimi Stout

Cloud Ecosystem Director, and Tate Henshaw, Project Manager