Bill Pay Services + Bill Pay App

Outsource your personal bill payment needs to accounting experts and ensure that your bills are paid on time, every time. Using our secure personal bill pay services, including our proprietary bill pay app, your bills are monitored for discrepancies, tracked closely and reconciled accurately. We have award-winning expertise – and an app that provides comprehensive personal bill pay services.



Issuing monthly payments is only a fraction of Plumb’s bill pay service. Your bills fit into a larger financial and administrative picture that requires expertise and attention to detail. Here is a list of the services that we perform on your behalf, as part of your partnership with Plumb.


  • Bill payment
  • Reconciling credit card transactions
  • Reconciling bank statements
  • Power of Attorney – signature services

Expense Tracking

  • Properly tracking expenses
  • Tracking charitable contributions
  • Monitoring credit card activity
  • Monthly cash flow report
  • Year-end reconciliations
  • General ledger review
  • Supply supporting documents to CPA or advisor for taxable deductions
  • Analysis of expenses

Vendor Management

  • Background checks
  • Preparing and filing 1099s & 1096s
  • Cutting checks
  • Wire transactions

Plumb Bill Pay App

  • Efficient bill approval process
  • Anytime access to bill information, expense details, and bill pay reports
  • Easy communication with the Plumb team
  • Learn more here

How It Works

A Proven Approach to Family Bill Pay.

Our 7-phase bill pay cycle features segregation of duties, multiple levels of review and secure access. By following these checks and balances, you can enjoy peace of mind knowing that your assets and bills are being monitored and paid on time.



Who We Serve

Outsource your monthly expense payments and your family office accounting needs to our team of personal bill management and accounting experts who specialize in serving the needs of high-net-worth individuals and families and their financial managers.

Individuals & Families

Learn more

Financial Advisors + Family Offices

Learn more

Take the First Step

Request a consultation to learn how Plumb® Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.

New call-to-action