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Bill Faces Activist Investor Pressure

by Index Investing News
January 15, 2026
in Markets
Reading Time: 2 mins read
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If you evaluated every department in an organization for its ability to be automated, the accounting folks would quickly come under scrutiny. That’s not to say their work isn’t valuable. On the contrary, the reports coming out of an accounting department drive every decision made at the C-level. That’s precisely why you want expedient information that is accurate and processes in place that ensure money is collected as expeditiously as possible. For large businesses, elaborate accounting infrastructure is a given, but for small-to-medium business (SMB), investments are often difficult to justify. That’s where Bill.com (BILL) steps in. They’ve been slowly saving companies money by automating repetitive accounting tasks, and improving reporting so that decision makers can make more informed decisions.

Acceptable Growth, Barely

Click for Bill company websiteClick for Bill company website

Bill is quietly growing its share of the SMB market, offering cost savings to thousands of clients across the country. While their revenue growth has tapered off in recent years, it still passes the threshold of double-digit percentages which we require from any company that claims to be disruptive. Revenue guidance for 2026 points to the bare minimum of 10% year-over-year which is certainly cause for concern.

Bar chart showing Bill's Revenue growth 2020-2026EBar chart showing Bill's Revenue growth 2020-2026E





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