YOUR COMPLETE AP & BILL PAY SOLUTION

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1 YOUR COMPLETE AP & BILL PAY SOLUTION

2 WHAT IS XTBILLS? XTBills was created to provide small and medium-sized businesses with the tools they need to harness the power of an automated and online AP workflow. It is our goal to offer a solution that is affordable to any business, while not compromising on technology or features. With XTBills, we have developed a solution which allows users to streamline processes, enhance data quality, tighten AP controls, and consolidate bill management into a single interface. Above all, we wanted to create a simple-to-use solution which allows customers to focus on doing what they do best - growing their business.

3 REDUCE INVOICE PROCESSING COSTS ALLOWING YOU TO FOCUS ON GROWING YOUR BUSINESS EXPEDITE PROCESSING SPEED INCREASE BILL DATA ACCURACY SYNC DATA WITH ACCOUNTING SOFTWARE REDUCE PRINTING & STORAGE COSTS

4 ENTERPRISE FUNCTIONALITY. SHOESTRING BUDGET. XTBills was designed to provide a robust AP workflow solution, without breaking the bank. With multiple workflow settings, user management and payment options available, XTBills exists to scale seamlessly with the growing needs of your business.

5 FLEXIBLE BILL PAY OPTIONS Your growing business requires flexibility and options when it comes to handling your AP needs. Our application supports ACH and checkbased payments as well as support for partial payments and recurring payment scheduling, ensuring that you have the tools you need, when you need them. QuickBooks INTEGRATION XTBills was designed with full integration capabilities into your existing QuickBooks Online or Desktop account. With daily automatic data synchronization as well as on-demand synchronization options, your data is kept streamlined and accurate across both accounts. By integrating your existing GL codes, expense classes and vendor data, payments made through XTBills provide a seamless AP experience.

6 INTUITIVE BILL DATA ENTRY Save time, money and paper by transferring your bill data into streamlined digital documents. Enter header and line item details, and code bills using your linked QuickBooks Account, Customer, and Class data. You can even send your bills to your dedicated XTBills inbox, or to our data entry team for only $0.99/bill. FLEXIBLE AP WORKFLOW From a simple enter-and-pay workflow to highly-controlled review and approval processing, customize XTBills to meet your needs. Edit these settings at any time and closely manage your payables with audit log tracking and customizable user-permissions.

7 AP REPORTING SUITE Keeping tabs on your cashflow is critical, and our robust AP Reporting tools were designed to keep your finger on the pulse of your payables. View payment history, outstanding payments, vendor balances and more, all with a reporting suite that allows you to view, export and share your data quickly. DEDICATED SUPPORT Help is only a call or click away with XTBills. Our toll-free, live chat and support are available Monday-Friday, 9am - 5pm Central Time. In addition, our robust Knowledge Center is full of helpful tips, user guides and instructional videos designed to get you up and running with XTBills in no time.

8 BILL PAY ON-THE-GO With XTBills mobile applications, your bill pay process is right at your fingertips. View bills needing approval, reference a handy bill activity calendar and even upload bills directly from your mobile device into your account, or to us for data entry.

9 THE POWER OF MOBILE AP In today s wired world, business owners are no longer bound to their desk to stay connected with vendors, customers and employees. But since accounting personnel can be located across cities and even states, it s important to make sure your bill pay processes don t miss a beat. You can review, approve and pay bills directly from your device, keeping your payments on track, even when you re out of the office. FEATURES INCLUDE Review, approve and pay bills directly from your device Take bill photos directly from your device Send bill images to XTBills for data entry Access your photo library for bill image upload at any time Access your bill activity calendar Add bill comments and notes

10 PLANS THAT GROW WITH YOUR BUSINESS BUSINESS BUSINESS+ CORPORATE UNLIMITED $ 17.99/mo. $ 27.99/mo. $ 37.99/mo. $ 57.99/mo. 1 USER 3 USERS 5 USERS UNLIMITED USERS ACH PAYMENTS - $0.45/ea. TRANSACTION FEES: CHECK PAYMENTS - $1.39/ea. DATA ENTRY SERVICES - $0.99/ea. QuickBooks INTEGRATION - INCLUDED

11 ? WHAT DO I GET WITH MY 30-DAY FREE TRIAL? Your Free Trial allows for up to 3 users, in addition to providing 5 complimentary ACH payments, 5 complimentary check payments and 10 complimentary bill data entry services. CAN I MANAGE MULTIPLE COMPANIES FROM MY XTBILLS ACCOUNT? Certainly. It s as simple as adding a new company from within your account and completing the setup process again. Each company will have its own subscription and billing period, as well as being linked to its own QuickBooks Online or QuickBooks Desktop account. DO I NEED QuickBooks TO USE XTBILLS? At this time, an active QuickBooks Desktop or Online account is required to utilize the full bill payment capabilities of XTBills. We are hard at work crafting additional accounting software integrations and standalone options, so stay tuned. HOW ARE MY BILL PAYMENTS PROCESSED? We are partnered with one of the largest and most established banks in the United States in order to process check and ACH payments made via XTBills. All payments are FDIC insured, and we have implemented industry leading services to monitor web security, privacy, and PCI compliance. HOW DOES XTBILLS CHARGE MY ACCOUNT? Upon completion of your trial period and entry of credit card information, you will be immediately charged for your first month of service. Each month after that, you will be billed for the upcoming month s platform access in addition to the previous month s balance of ACH payment, check payment and data entry transaction fees. HOW LONG DOES IT TAKE PAYMENTS TO CLEAR? Our daily cutoff time to process bills is 5pm Central Time, Monday-Friday. For bills entering the processing flow at that time, payments will typically be received into vendor bank accounts within 3 business days for ACH payments, and physically in-hand within 3-5 business days for check payments.

12 ALL THE BELLS (with whistles thrown in for free) BILL PAY & BILL DATA Positive Pay check payments with full remittance detail ACH bill payments Mark bills as paid outside of XTBills Manage, search and apply vendor credits View check images and remittance details Complimentary XTBills bill inbox account Bill data entry services for $0.99/bill Unlimited image and support file hosting Bill line item entry by product or account Billable and taxable bill line item options Add bill comments and support documents Assign recurring bill events and frequency Advanced bill search capabilities QuickBooks INTEGRATION QuickBooks integration included in all subscription tiers Integrates with QuickBooks Online and QuickBooks Desktop Daily and on-demand account synchronization options Detailed account sync logs Flexible conflict handling and synchronization options Sync vendor, bill, payment, class, customer, item, payment term, and account data Sync data lookup tables from QuickBooks account

13 WORKFLOW OPTIONS Intuitive dashboard Account setup wizard Editable review, approval and payment workflow Editable account notification settings Document change audit logs 7 editable user profile settings Payment lead time settings Add and edit vendors and vendor settings AP MOBILE APPLICATIONS Review, approve and pay bills Take bill photos directly from your device Send bill images to XTBills for data entry Upload bill images from device image library Access your bill activity calendar Add bill comments and notes APPLICATION SUPPORT Complimentary toll-free support Live chat support support Robust Knowledge Center & how-to videos AP REPORTING Export, & print reports Bill, payment, and uncashed check reports Vendor balance reports Aging reports PRIVACY & SECURITY TrustE Certified Norton Secured SSL FDIC insured bill payments TECHNOLOGY MEETS VISION XTBills is a subsidiary of XTGlobal, Inc., a leading provider of technology services serving the needs of AP automation, IT services, resource staffing and business process outsourcing. XTGlobal is among the fastest growing private companies in the United States, and has since its inception in 1998, expanded its operation to a team of over 500 professionals across the United States and India.

14 TAKING THE PAIN OUT OF PAYABLES TOLL FREE: WEB:

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