1. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Access From Anywhere, Anytime Access wherever you are via: Computer Tablet Smartphone

2. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Integrates with Your Accounting Software Syncs invoices and payments with a single click!

3. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level What does it mean to have an integrated app Automatically brings in all object lists and keeps data current: vendors customers/jobs Items chart of accounts classes Bills/invoices Reconciles payments and bills/invoices in a single click No extra data entry Set-up time in seconds

4. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level How do you move your clients to an integrated app and new process It’s clear – your firm and clients can benefit from the time and cost savings from Bill.com But getting clients onboard can be a challenge: Who needs to get involved Which clients are best suited for Bill.com How should you introduce Bill.com to clients How should you best address unique client concerns

5. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Select & Understand Clients 12345 Select and understand target clients  Select your target clients  Assess and understand client’s pain points around AP and AR  Assess their current AP and AR process  Identify potential barriers to adoption Get firmwide support Select and understand target clients Create client proposals Engage with clients Secure client

6. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Choose your target clients based on the ideal customer profile for Bill.com Get firmwide support Select and understand target clients Create client proposals Engage with clients Secure client  Spends at least 2-3 hours a week handling bills, invoices, bank reconciliation, researching billing questions  Use a paper-based system to handle bills, invoices, bank reconciliation, vendor inquiries  Do not have a dedicated bookkeeper on staff or have an overextended bookkeeper  Handle and file paper bills and related documents  Have bills approved prior to payment  Have staff or offices in multiple locations

7. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Learn about 3 Value Adds to Serve Clients Better How to move from historical record keeper to providing business and financial insights Provide the right controls to lower risk in your client’s business Gain real advantage in your client’s minds through solid understanding of what it means to move to the cloud