Integrate Base CRM with Bill.com
About Base CRM
Base is the industry’s first Intelligent Sales Productivity Platform.
Unlike legacy cloud CRM and Salesforce Automation systems like Salesforce, Base leverages big data, mobility and real-time computing to help sales teams close more deals faster, while providing sales leaders with unprecedented visibility into the sales pipeline and forecast.
With remarkably easy to use yet powerful web and mobile apps, Base is designed for the way people work in today’s organizations, allowing users to tap valuable sales and customer data anytime, from any device.
Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations.
Popular Use Cases
Bring all your Base CRM data to Amazon Redshift
Load your Base CRM data to Google BigQuery
ETL all your Base CRM data to Snowflake
Move your Base CRM data to MySQL
Bring all your Bill.com data to Amazon Redshift
Load your Bill.com data to Google BigQuery
ETL all your Bill.com data to Snowflake
Move your Bill.com data to MySQL
Integrate Base CRM With Bill.com Today
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Bill.com's End Points
Bill.com Payment Methods
Bill.com allows you to bill and process payments through the most popular methods. The platform supports ACH (Automated Clearing House), which is an electronic payments network that's particularly useful for processing large volumes of payments, particularly B2B payments. It also supports payments from credit cards, debit cards, PayPal, wire transfer, and old-fashioned paper checks so vendors can choose the payment method they prefer.
Bill.com Invoice Management and Invoice Generation
Bill.com's invoice management features allow you to capture invoices through automatic scanning and other import methods. By automatically scanning and coding invoices, matching invoices with purchase orders in Quickbooks is a snap. The platform also provides an online portal through which your suppliers can submit invoices, and allows for the delivery of a repository of AP documents, like POs and invoices. In addition, Bill.com includes a host of customizable invoice templates, tools to preschedule the automatic generation and sending of invoices, and technology that convert your invoices into different formats like PDF.
Bill.com Remote Mobile Access
Access to Bill.com is available remotely from an iPad, laptop, or smartphone with an internet connection. This eliminates the need to carry physical checks or invoices on the go, and it allows you to pay bills from anywhere with the Bill.com app. Finally, Bill.com gives you the ability to create reminders and alerts at specific intervals regarding bills that need your approval.
Bill.com Quickbook Synchronization
With Bill.com's Quickbook synchronization features, you won't have as many data entry tasks and you'll reduce the chances of human error in bookkeeping. Any invoice payments in the Bill.com system will reconcile automatically with your Quickbooks records.
Bill.com Analytics Features
Bill.com offers a variety of analytics features to provide statistics and metrics on your billing and invoices. The platform tracks your invoices according to the due date to identify any overdue payments. You can also keep track of KPIs like erroneous payments and time to process invoices. Bill.com analytics features let you monitor cashflow by looking at incoming and outgoing cash figures.