BILL (Bill.com) connector

Use your BILL data for reporting, automation and AI.

Data Panda brings your BILL data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

About BILL (Bill.com)

The AP and spend layer that sits on top of the US ledger stack.

BILL was founded in 2006 by René Lacerte in San Jose, California, listed on the NYSE in December 2019 under the ticker $BILL, and rebranded from Bill.com to BILL in 2022. Two acquisitions in 2021 reshaped the product: Divvy at 2.5 billion dollars added corporate cards and budget controls, and Invoice2go at 625 million dollars added invoicing for the smaller end of the market. Today BILL is the AP automation, AR and spend-management platform of choice for more than 500,000 US small and mid-market businesses, with deep integrations into QuickBooks, Xero, Sage Intacct, NetSuite, Microsoft Dynamics and Acumatica.

BILL is not a general ledger. It is a workflow layer that captures the bill, runs it through coded approvals, schedules the payment over ACH, virtual card, check or international wire, and then writes the journal back to the accounting system. The same is true for the Divvy side: the card transaction, the budget, the receipt capture and the GL coding all happen in BILL before the booking lands in QuickBooks or Intacct. Pulling that into a warehouse is the moment the AP backlog, the approver bottleneck and the corporate-card spend pattern stop hiding behind a tile in the BILL dashboard. The cash-out picture, the vendor concentration and the budget-versus-spend gap show up next to revenue, payroll and the rest of the operational stack.

What your BILL (Bill.com) data is for

What you get once BILL (Bill.com) is connected.

AP and spend reporting

Bill backlog, approver throughput and Divvy spend on one cut, next to ledger actuals.

AP aging and approver-cycle time per stage
Divvy spend by department, project and budget owner
Vendor concentration and payment-method mix

Cross-system automation

Keep BILL in sync with the ledger and the systems that originate the spend.

Bills coded into QuickBooks, Xero, Intacct or NetSuite with project dimension intact
Salesforce vendor accounts to BILL master data
Slack approval prompts on bills above a threshold

AI workflows

Use BILL history for forecasting and anomaly detection that the standard packs do not draw.

Cash-out forecasting on scheduled bills, payment terms and approval lag
Duplicate-invoice detection across vendors and entities
Anomaly scoring on Divvy card transactions versus normal pattern

Custom apps on your data

Internal tools on BILL data for people who should not need a BILL seat.

Approver scoreboard with cycle time and stuck-bill count
Department head spend portal tied to live budget
Vendor onboarding workbench with payment-history risk score

Use cases

Use cases we deliver with BILL (Bill.com) data.

A list of concrete reports, automations and AI features we have built on BILL (Bill.com) data. Pick the one that matches your situation.

AP backlog by approverBills stuck per stage, with the approver and the average lag visible.

Cash-out scheduleScheduled and pending payments by week, by entity, by method.

Divvy spend by budgetCard spend versus budget per department, project and owner.

Vendor concentrationTop vendors by spend, payment method and dependency risk.

Payment-method mixACH, virtual card, check and international wire share over time.

Virtual-card rebate viewCard-eligible vendors paid by ACH, with rebate left on the table.

Duplicate-invoice catchSame invoice number or amount across vendors or entities.

Approval-policy auditBills paid that bypassed the policy threshold, with the approver.

AR collections viewCustomer aging across BILL invoicing, with payment behaviour.

Per-entity AP dashboardBILL data per legal entity for groups with multiple subsidiaries.

Real business questions

Answers you will finally get.

Which approver is the actual bottleneck on the AP queue?

Cycle time per approver, per stage, with the count of bills currently sitting in their inbox and the average days they hold one. The conversation stops being about a generic AP backlog and starts being about the two approvers who carry it.

What is the next four weeks of cash-out, by entity and method?

Scheduled bills, expected payment dates, currency and method (ACH, virtual card, check, international wire) lined up against current bank balance and projected receivables. The CFO sees the squeeze before it happens, not after a payroll run forces a rush of approvals.

How much rebate are we leaving on the table by paying card-eligible vendors over ACH?

Each vendor's payment history flagged by method, cross-checked against whether the vendor accepts virtual card. The list of bills that could shift from ACH to virtual card with the implied rebate stops being a quarterly procurement-team exercise.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

AP backlog, approver-cycle time, scheduled cash-out and Divvy budget burn refreshed daily, with the BILL workflow data sitting next to QuickBooks, Sage Intacct or NetSuite actuals. Month-end stops being a hunt for missing approvals.

For sales leaders

Vendor and customer overlap visible across Salesforce and BILL, with payment behaviour on the account record. Sales sees that a prospect is also a slow-paying customer of a sister entity before the next discount conversation.

For operations

Department-level Divvy spend tied to live budgets, with the receipt-capture and coding gap visible per cardholder. Ops leads catch the project that is burning card spend without a corresponding billable line.

Ideas

What you can automate with BILL (Bill.com).

Pair with Sage Intacct

Push BILL invoices and payments into Sage Intacct with dimensions intact

Bills captured and approved in BILL post into Sage Intacct as AP transactions with location, department, project and class dimensions preserved on every line. Payment status flows back so the AP team works one queue, the controller reads one ledger, and dimensional spend reporting in Intacct stops missing the workflow context that lived only in BILL.

Pair with Xero

Sync BILL bills and payments with Xero

For groups running BILL on the US operating company and Xero in a UK or ANZ subsidiary, vendor masters stay aligned, bills are mirrored as accounts payable in the right Xero organisation and payment events post back. Group AP reporting holds together without re-keying invoices into Xero by hand.

Pair with Salesforce

Mirror Salesforce vendor and customer accounts in BILL

Salesforce account records that double as BILL vendors or customers stay aligned on tax ID, payment terms, contact and address. New vendors created on a Salesforce account spawn a draft BILL vendor record with the right approval routing, so AP stops chasing missing W-9s after the fact.

Pair with Slack

Push BILL approvals into Slack

Bills above a configured threshold trigger an approval prompt in the relevant Slack channel or DM, with vendor, amount, GL coding and project dimension on the card. The approver acts in Slack, the decision flows back to BILL, and the AP queue stops waiting on email reminders.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your BILL (Bill.com) data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From BILL (Bill.com) to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

BILL (Bill.com) connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does BILL replace QuickBooks, Sage Intacct or NetSuite?

No. BILL is an AP automation, AR and spend-management workflow layer that sits on top of the accounting system. Bills, payments and Divvy card transactions are captured and approved in BILL, then posted to the ledger as journals. This connector pulls the BILL workflow data so it sits next to the ledger actuals in your warehouse.

Are Divvy card transactions covered as well?

Yes. Since BILL acquired Divvy in 2021, corporate-card transactions, budgets, receipts and the cardholder coding live in the same BILL platform. The connector picks up that side of the data, so card spend, budget burn and the receipt-capture gap show up in the same warehouse as the AP queue.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your BILL (Bill.com) setup and the systems around it. Together we pick the first thing worth building.

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