Case Study: Wegner CPAs achieves paperless, time-saving bill payments with Bill.com

Wegner CPAs - Customer Case Study

Wegner CPAs, a 62‑year‑old firm in Madison, Wisconsin, faced a time‑consuming accounts‑payable workflow: clients mailed packages of paper invoices that staff retyped into Peachtree, compiled on spreadsheets for approval, reentered into bill‑pay software, and mailed back for signatures—creating duplicate data entry, paper files and long payment delays. Senior accountant Heather Richter describes the process as one of the firm’s most tedious tasks.

By adopting an integration between Sage Peachtree and Bill.com, Wegner now uploads emailed or faxed bills, lets clients approve payments online from any device, and automatically syncs approved invoices into a paperless bill‑pay system that sends electronic payments (typically in 3–5 days). The change saved significant staff time, streamlined bank reconciliations and tax preparation, lowered client fees, and has become a selling point to attract new clients.

Wegner CPAs

Heather Richter

Senior Accountant