BILL Holdings
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BILL Holdings (BILL) investor relations material

BILL Holdings Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026

Industry trends and AI impact

  • AI is automating 50%-65% of accountants' manual tasks, shifting focus to strategic work.

  • Partnerships, such as with CPA.com, are enabling more advisory services for accountants.

  • AI-driven tools are eliminating friction in document collection, payments, and reconciliation.

  • Leveraging vast data sets enables new strategic advisory capabilities for accountants.

  • Strategic work is now the fastest-growing part of accounting practices.

Platform evolution and product innovation

  • The platform has expanded from AP to include AR, spend, expense, lending, and international payments.

  • New solutions like Procurement and multi-entity reporting have seen strong early adoption.

  • Multi-entity reporting delivers 30%-40% time savings for customers.

  • AI-powered agents (W-9 Agent, Invoice Coding Agent, BILL Assistant) are reducing manual work and increasing self-service adoption.

  • Partnerships with NetSuite, Acumatica, and Paychex extend platform reach and integration.

Competitive advantages and market positioning

  • Deep domain and technology expertise, plus customer trust, form a strong competitive moat.

  • Scale and network effects, with over 500,000 businesses and $1 trillion in spend, differentiate the platform.

  • Supplier Payments Plus targets large suppliers, streamlining reconciliation and reducing check usage.

  • Early adoption of Supplier Payments Plus has resulted in $400 million in contracted TPV in six months.

  • Industry consolidation is seen as positive, increasing awareness and adoption opportunities.

How does BILL monetize AI's impact on accountants?
How does BILL adapt GTM for enterprise/partnerships?
When will new strategic initiatives materially impact growth?
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Next BILL Holdings earnings date

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Wolfe FinTech Forum10 Mar, 2026
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Wolfe FinTech Forum10 Mar, 2026

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Frequently asked questions

Helping businesses automate their processes

Bill.com is a financial technology company that provides cloud-based software solutions for businesses to automate their accounts payable and accounts receivable processes.

The company's software integrates with popular accounting software and financial institutions to help businesses streamline their financial operations. Some of Bill’s competitors are  AvidXchange and Expensify.

The main business segments

Bill.com operates through two main business segments: Subscription and Transaction Fees. The Subscription segment provides access to the company's software and related services, while the Transaction Fees segment generates revenue from payment processing and related services.

Interesting facts about Bill.com

Bill.com was founded in 2006 and is headquartered in San Jose, California. The company serves over 400,000 customers and processed over $100 billion in payments in the fiscal year 2021.

Bill.com has also entered into partnerships with major financial institutions, including American Express and Bank of America, to expand its reach and capabilities.

An interesting fact about Bill.com is that the company recently acquired Divvy, a spend management platform for businesses, in a deal worth $2.5 billion.

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