# Client Onboarding for Controllers with Bill.com

> AI drafts the engagement letter, generates a tailored document-request list for the client's Mid-Market Controller profile, chases missing items across email and NetSuite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Bill.com — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Bill.com](https://calish.com/workflows/tool/bill-com/)
- **Role:** [Controller](https://calish.com/workflows/for/controller/)
- **Specialty:** Mid-Market Controller
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-onboarding-for-controller-with-bill-com/

## The Problem

Onboarding a new Mid-Market Controller client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build in Bill.com

AI drafts the engagement letter, generates a tailored document-request list for the client's Mid-Market Controller profile, chases missing items across email and NetSuite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Bill.com — uses the native API or agent integration so nothing leaves the system of record.

## Bill.com Integration Approach

1. **Audit your Bill.com configuration.** We map the specific Bill.com objects, custom fields, and workflows the automation needs to touch for your mid-market controller practice.
2. **Build on the Bill.com API or agent.** Integration happens inside Bill.com — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Bill.com with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Onboarding for Controllers](https://calish.com/workflows/client-onboarding-for-controller/)
- AI drafts the engagement letter, generates a tailored document-request list for the client's Mid-Market Controller profile, chases missing items across email and NetSuite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Other Bill.com Automations

- [1099 & Contractor Reporting for Bookkeepers](https://calish.com/workflows/with/1099-and-contractor-reporting-for-bookkeeper-with-bill-com/)
- [Transaction Anomaly & Fraud Flagging for Bookkeepers](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-bookkeeper-with-bill-com/)
- [Management Reporting Package for Bookkeepers](https://calish.com/workflows/with/management-reporting-package-for-bookkeeper-with-bill-com/)
- [Budget vs. Actuals Review for Bookkeepers](https://calish.com/workflows/with/budget-vs-actuals-review-for-bookkeeper-with-bill-com/)
- [Payroll Variance & Exception Review for Bookkeepers](https://calish.com/workflows/with/payroll-variance-and-exception-review-for-bookkeeper-with-bill-com/)
- [Tax Notice & Agency Correspondence for Bookkeepers](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-bookkeeper-with-bill-com/)
- [Ledger Reconstruction for Investigations for Bookkeepers](https://calish.com/workflows/with/ledger-reconstruction-for-investigations-for-bookkeeper-with-bill-com/)
- [Financial Due Diligence Prep for Bookkeepers](https://calish.com/workflows/with/financial-due-diligence-prep-for-bookkeeper-with-bill-com/)

---

Book a free 30-minute consultation: https://calish.com/contact