Integrations/BILL

Control what your AI agents do in BILL.

Let your team build AI agents for BILL. Bollard AI controls what each one can do, and paying bills stays off by default.

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BILL
Accounts Payable Agent
Vendors Area of the booksOffReadFull use
Bills Area of the booksOffReadFull use
Payments Area of the booksOffReadFull use
Pay vendor bills
What agents can do

Set what each agent can do in every area of your books.

Each area of BILL, like vendors, bills, or payments, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied, and paying bills is a separate switch.

Off
No access
The agent can't open that area or see what's in it.
Read
Read-only
The agent can read records in that area, like bills or vendors. It can't change anything.
Full use
Create and update
The agent can create and update records in that area, like adding a vendor or drafting a bill.

Some actions stay off until explicitly turned on

Each one moves money or removes records for good, so it could override the limits set on individual areas.

Paying vendor billsCancelling paymentsArchiving bills and invoices
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's BILL a single time. Bollard AI lays out the areas of your books, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update records in a single area
Example

An accounts payable agent.

An AP agent adds vendors and drafts bills and can read your bills, but it can't pay a bill or cancel a payment.

Vendors Area of the booksOffReadFull use
Bills Area of the booksOffReadFull use
Payments Area of the booksOffReadFull use

Manage access

ALLOWEDAccounts Payable Agent added a record in Vendors
ALLOWEDAccounts Payable Agent read a bill
BLOCKEDAccounts Payable Agent tried to pay a bill, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and BILL, so they never hold your BILL keys and never reach BILL directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to BILL. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and paying bills is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your BILL keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which bill or vendor, and the decision. The record is readable and can't be edited after the fact.

Questions

BILL, answered.

Does connecting BILL hand Bollard AI your whole books?+
Only the areas you allow. An admin connects your BILL, and you decide which areas, like vendors or bills, each agent can reach. Bollard AI doesn't browse or copy your books. It sits in front of them and checks every request the agents make, passing or blocking each one.
Can an agent pay bills on its own?+
Not unless you turn it on. Paying vendor bills and cancelling payments are held off by default, so an agent can add vendors and draft bills without ever moving money, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our BILL keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches BILL, and the blocked attempt lands in the activity record with the reason.
How do we connect BILL?+
An admin connects the company's BILL once. Bollard AI seals the connection and lays out the areas of your books to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in BILL, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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