Accounting firms using BILL manage financial workflows across dozens—sometimes hundreds—of clients. While execution tools were strong, firms lacked a centralized way to understand performance, identify issues, and make decisions at scale.
I led the design of a new reporting and insights experience within the Accountant Console, transforming reporting from fragmented outputs into a centralized system of visibility and decision-making.
The existing reporting experience was a major bottleneck for scaling firms:
Reports were slow, rigid, and required manual aggregation
Data was not actionable, limiting decision-making
Reports lacked presentation quality for client-facing use
Firms struggled to scale beyond ~25 clients due to operational complexity.
👉 This created a critical gap between executing workflows and understanding performance
Through research and partner feedback, I identified a clear opportunity to reposition reporting as a core strategic capability:
Centralized visibility across all clients.
Metrics for efficiency, anomalies, and staff productivity.
Seamless movement between aggregate and client-level views
Insights that drive action—not static reporting.
This positioned reporting as a key lever to increase the strategic value of the Accountant Console.
Led design for reporting & insights within the Accountant Console
Partnered with Product and Engineering to define product direction and roadmap
Drove concepting, experience strategy, and system design
Influenced how reporting scales across multi-client and multi-entity workflows
Firms prioritize efficiency and productivity metrics over raw financial data
The ability to move between aggregate and client-level views is critical
Insights must be actionable and interactive, not static
Reporting is often used in client-facing contexts, requiring high presentation quality
1. Reframed reporting as centralized visibility across clients
Shifted from isolated, client-by-client reports to a unified system that allows firms to view and manage performance across all clients in one place.
2. Defined high-value metrics that drive action
Prioritized insights that directly impact firm operations:
Time spent processing billsNumber of bills processed
Average processing time
Payment activity (paid, unpaid, outstanding)
Focused on making data useful and actionable, not just informational.
3. Enabled drill-down from firm-level to client-level data
Designed interactions that allow users to:Prioritized insights that directly impact firm operations:
Start with aggregated insights
Drill into specific clients or transactions
Identify issues and take action quickly
4. Reduced reliance on manual workflows
By centralizing and visualizing key metrics:
Eliminated the need for exporting and stitching together reports
Reduced time spent on reporting tasks
Improved operational efficiency for accounting teams
Delivered a new reporting framework that included:
A centralized reporting overview dashboard
Access to top AP reports (payments, unpaid bills, transaction data)
New insights such as:
Bills outstanding
Average days outstanding
Time to payment
Interactive charts and widgets designed for clarity and usability
The experience was designed to be modern, scalable, and easy to interpret, supporting both internal workflows and client-facing reporting needs.
Rolled out to 700+ accountant consoles
Increased visibility across multi-client workflows
Reduced reliance on manual reporting and spreadsheet workflows
Enabled firms to track efficiency, anomalies, and team productivity
Elevated reporting into a core value driver of the Accountant Console
This initiative helped evolve BILL from:
👉 A tool for executing financial workflows
➡️ To a platform that helps firms understand and optimize their business
Introduce AI-powered insights and recommendations
Proactively surface anomalies and risks
Enable benchmarking across firms and clients
Connect insights across AP, AR, and multi-entity workflows
