Plumb Bill Pay offers a comprehensive suite of high-touch technology bill pay and family office accounting services. The platform's services include bill payment record keeping, seamless expense tracking, and detailed reporting, ensuring hassle-free financial management for users.
Objectives
Streamlined Bill Pay: Create a seamless bill pay process that allows users to manage and track payments while maintaining accurate records effortlessly.
Intuitive Expense Tracking: Implement a user-friendly expense tracking system that enables users to categorize expenses easily, facilitating efficient financial monitoring.
Reporting and Insights: Develop comprehensive reporting features that give users valuable insights into their financial activities and spending patterns.