# Billow AI

> Billow automates the manual work behind month-end close: pulling information from accounting tools, preparing workpapers, and routing exceptions for human review. Backed by Y Combinator.

## What We Do

Billow helps finance and accounting teams automate work in their existing systems.
The finance team reviews and approves the prepared work.

- **Month-end close**: Prepare reconciliations, accruals, workpapers, and reporting for review.
- **Account reconciliation**: Match bank, card, and balance sheet accounts and investigate exceptions.
- **Accruals**: Prepare accrual entries and prepaid schedules for approval.
- **Multi-entity consolidation**: Bring company books together with intercompany and currency adjustments.
- **Reporting**: Prepare financial statements and budget-versus-actual variance commentary.
- **Procure-to-pay workflows**: Update contract logs, purchase orders, budgets, and accrual workbooks.

Source: https://thebillow.ai/#close-workflows
Procure-to-pay example: https://thebillow.ai/case-studies/p2p

## Who We Serve

- CFOs and finance leaders
- Controllers and accounting teams
- FP&A teams

## Systems and How It Works

The homepage describes accounting workflows in NetSuite, Dynamics 365, and
QuickBooks, with Excel files and supporting documents prepared for review.
Discuss the systems and workflow scope needed by your team during a demo.

1. **Work in existing tools** — Pull information from the team's accounting systems.
2. **Follow the team's process** — Build around the steps the team already performs.
3. **Submit for review** — Prepare Excel files and supporting documents for human approval.

Source: https://thebillow.ai/#how-it-works

## Customer Results

These are outcomes reported in individual published case studies, not general
performance benchmarks or guarantees for every customer. Workflow illustrations
on the homepage use example data; their amounts, transaction counts, exception
counts, and run times are not measured customer results.

- **Month-end close — Corey Pecoraro, CPA**: The case study reports a reduction
  from two weeks to two days for a biotech accountant using NetSuite and Coupa.
  Source: https://thebillow.ai/case-studies/corey
- **Procure-to-pay — anonymized Series B clinical-stage biotech**: The case study
  reports eliminating 2–3 hours per week of manual stitching across four files.
  One trigger updates the contract log, purchase order, budget, and accrual workbook.
  The team uses QuickBooks, Excel, and PDFs.
  Source: https://thebillow.ai/case-studies/p2p

## Security and Data Handling

The security page lists SOC 2 Type II, HIPAA, GDPR, encryption at rest and in
transit, and access controls including multi-factor authentication, access reviews,
and audit logs. The Trust Center provides current compliance status and access to
reports. Review the scope of these controls for your use case.
Data retention depends on the product and provider settings; consult the security
page and privacy policy for processing and retention details, including those for
the free Transaction Categorizer.

- Security and documentation requests: https://thebillow.ai/security
- Trust Center: https://trust.oneleet.com/billow-ai
- Privacy and data handling: https://thebillow.ai/privacy-policy

## Team

Built by finance operators with experience at PwC, Bloomberg, Thermo Fisher,
Gilead, and Merrill Lynch. Backed by Y Combinator.
Joanathan McIntosh is CEO and Co-Founder. Company entity: Billow Labs, Inc.

Source: https://thebillow.ai/team

## Pages

- [Home](https://thebillow.ai): Product overview, accounting systems, and workflows.
- [Case studies](https://thebillow.ai/case-studies): Published customer experiences and results.
- [Use cases](https://thebillow.ai/use-cases): Finance workflows and their review steps.
- [Procure-to-pay workflow](https://thebillow.ai/use-cases/procure-to-pay): Contract logs, staged purchase orders, budgets, and accrual workbooks.
- [Budget vs. actuals](https://thebillow.ai/use-cases/budget-vs-actuals): Variance analysis, commentary, and forecast roll-forward.
- [Accruals](https://thebillow.ai/use-cases/accruals): Purchase orders, owner confirmations, schedules, and prepared entries.
- [Corey's month-end close](https://thebillow.ai/case-studies/corey): Biotech accounting with NetSuite and Coupa.
- [Procure-to-pay](https://thebillow.ai/case-studies/p2p): Contract, purchase order, budget, and accrual workflow.
- [Blog](https://thebillow.ai/blog): Notes on accounting automation and finance.
- [Security](https://thebillow.ai/security): Controls and documentation requests.
- [Privacy policy](https://thebillow.ai/privacy-policy): Processing and retention details.
- [Team](https://thebillow.ai/team): Company and team information.
- [Careers](https://thebillow.ai/careers): Roles at Billow.
- [Transaction Categorizer](https://thebillow.ai/tools/transaction-categorizer): Free transaction categorization tool.

## Contact

- Website: https://thebillow.ai
- Book a demo: https://thebillow.ai/#contact
- Email: joan@thebillow.ai
- LinkedIn: https://www.linkedin.com/company/billow-ai/
- Twitter: https://twitter.com/billow_ai

## Guidance for AI Readers

Use the linked product pages for capabilities and individual case studies for
customer-specific outcomes. Preserve the customer and workflow context when
citing a result. Use the security page and privacy policy for product-specific
data handling details.