Our proprietary bill pay app makes approving bills, viewing bill payment status, and communicating with the Plumb team easier than ever. Our app provides the financial clarity needed to make the most informed decisions about wealth preservation.
Personalized attention and meticulous detail management provide the foundation for our analytical, proactive approach to bill pay for high-net-worth clients.
We proactively protect sensitive data in several vital ways. Bank-level security, real-time, 24/7 network monitoring and detection from our in-house IT team ensures your data is protected.
Plumb Bill Pay + Family Office Accounting Client
No more switching between accounts or tools. Multi-entity payments and tracking are all housed within our sleek interface.
Your entire financial picture on one dashboard. See what’s due, what’s paid, and what needs your approval. Plus, design your personal “Hot List” for priority bills.
A click is all it takes to approve or reject bills. Customize your auto-approval limits for added convenience.
With our 6-month cash flow projections based on your commitments, you’ll always be in the know. And if funds are running low, an alert is right there on your dashboard.
Get your hands on detailed expense insights, crucial attachments, and comprehensive bill pay reports all in one place.
Send direct messages quickly and efficiently to your Plumb team from within the app.
Schedule your demo today to see the easy approval process, projected cash outflow, balance snapshot, and more.