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Bill Pay - Payables/Receivables

Let us manage the time consuming routine of bill pay.

We use cutting edge systems to ensure bills are paid on time, anomalies are picked up and proper controls are in place. Utilize our tools and techniques to help organize and track your accounts and activity.

Services:

  • Dual Review Invoice Process & Customized Approval Rules
  • Maintain Receipts & Disbursement History
  • Track Invoices & Due Dates
  • Make & Record Deposits
  • Maintain Vendor Details & History
  • Invoice 3rd Parties & Track Receipts
  • Change of Address Notifications
  • Vendor Discrepancy Resolution
  • Refund/Credit Balance Management
  • File Forms 1099s and 1096s as required
  • Manage Outsourced Payroll Solution

Let us demonstrate how we can add value

Tell Us About You

In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process.  To begin, first help us understand you and your needs.

Start Pathforward Process
Family Offices services