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Billing, reimagined

Insanely great billing.

Simple enough to run in your sleep. Sophisticated enough to run your practice like a business.

See it in action
"Super cool."

You don't hear that about a billing platform. Our customers say it all the time.

Revenue Intelligence

see what your firm is actually earning

Blueleaf puts your revenue on screen: what you're earning, where it comes from, and what each client is actually worth.

See your revenue in real time, not in hindsight.
See what each client is worth at a glance, across your whole book.
Know your average fee, down to the basis point, firm-wide and per client.
Compare any two billing cycles side by side, in seconds.
Sort by effective rate. The client at 110 bps you barely hear from, the one at 40 you talk to weekly — now you know which is carrying your practice.

Built the way advisors actually bill

Billing should be intuitive and obvious, not something you relearn every period. Blueleaf is organized around your business — your clients, your fee schedules, what they pay you — not around the math underneath.

Review Accounts. Review Fees. Clear Exceptions. Approve. Same four steps, every cycle.

Any fee model

  • Tiered AUM
  • Flat AUM
  • Subscription
  • One-time
  • One system to do it all

Any billing cycle

  • Monthly or quarterly
  • Mixed
  • Advance or arrears
  • End-of-period or average daily balance
  • Simple setup automates everything

Any output

  • Branded invoices, itemized by account
  • Straight to the client portal or downloaded as a PDF
  • Custodian-specific and all-purpose exports
  • Build customizable formats to suit any need
Nothing to run, ever. Bills calculate themselves, every day, without anyone starting a process.

Proactive alerts

Issues resolved in week three, not discovered on billing day.

Blueleaf calculates the next cycle off today’s data, all quarter, and alerts you on everything it sees. You get told, you go fix it, you’re out in five minutes.

An account looks short on cash to cover the fee.
A new account came in with no billing schedule.
A client’s fee jumped enough to be worth a second look.
Accounts sitting unassigned.
A custodian hasn’t sent the balances your run needs.
An AUM swing that doesn’t look right.
Do that a few times across a quarter, and there’s nothing left to find at the end.

Transparency you can trust

Most systems hand you an answer and hide the work. Open any client’s fee breakdown and the whole calculation is there in order, down to the valuation date it used. Check anything you like at a glance.

Available: done-for-you onboarding

Sets every fee schedule, exclusion, and rule before you ever log in.

  • White-glove setup, built by our team, not you.

  • VIP support that resolves most issues in under 15 minutes.

  • A customer success team that reaches out before you have to ask.

Flexible Pricing for Every Practice

Included

Free

Billing is included in Blueleaf. Revenue intelligence, proactive alerts, and invoicing, at no extra charge.

Standalone

Solutions

Not on Blueleaf’s core platform? Run Billing on its own, priced per client. Solo firm to Enterprise. Contact for quote.

Custom

Enterprise

Multi-office firms at 500+ client households. Enterprise-grade integrations, advanced permissions, and additional configuration flexibility, with customized support.

See what billing looks like as a business tool.

See it in action