Bill Pay Authorization Form

Authorization for Precise Financials, LLC to Process Bill Payments on Behalf of Client

Client Information

Client / Business Name:

Contact Name:

Date:

Address:

Phone:

Email:

Authorization

I, the undersigned, hereby authorize Precise Financials, LLC ("the Firm") to access the payment account(s) listed below and process bill payments on my behalf to the vendors/payees identified in this form. This authorization remains in effect until revoked in writing.

The Firm is authorized to:

Schedule and submit bill payments

Log into designated payment accounts

Verify payment confirmations

Communicate with vendors regarding invoices

Payment Account(s)

The following bank or payment account(s) are authorized for use in processing bill payments:

Bank / Institution Name	Account Type	Last 4 of Account #

Security Notice: Full account numbers, passwords, and login credentials are never stored in this form. Access credentials are shared separately through a secure method agreed upon by both parties.

Authorized Payees / Vendors

The Firm is authorized to process payments to the following vendors on the Client's behalf:

Vendor / Payee Name	Payment Frequency	Approx. Amount	Notes

Payment Limits & Restrictions

Per-payment limit: $

Monthly limit: $

Client approval required for payments over the per-payment limit

Client approval required for any new or unlisted payee

No per-payment limit — process all invoices as received

Other restriction:

Approval Process

Select how payments will be approved before processing:

Client reviews and approves each invoice before payment

Firm processes all recurring payments automatically; client notified after

Client approves new payees; recurring payments processed automatically

Firm submits payment batch for client approval weekly / monthly

Preferred approval method (email, text, phone):

Term & Revocation

This authorization is effective as of the date signed below and remains in effect until revoked. The Client may revoke this authorization at any time by providing written notice to Precise Financials, LLC. Any payments already in process at the time of revocation will be completed. All outstanding fees owed to Precise Financials, LLC remain due upon revocation.

Client Responsibilities

Maintain sufficient funds in the designated account(s) to cover authorized payments.
Notify the Firm immediately of any account changes, closures, or fraud concerns.
Provide invoices and payment documentation to the Firm in a timely manner.
Review payment summaries and reconciliation reports provided by the Firm.

Firm Responsibilities

Process authorized payments accurately and on time.
Maintain a record of all payments made on the Client's behalf.
Notify the Client of any payment failures, rejected transactions, or unusual activity.
Keep all account credentials and financial information strictly confidential.
Provide payment summaries or reconciliation reports upon request or as agreed.

Important: Precise Financials, LLC is not liable for late fees, penalties, or service interruptions resulting from insufficient funds, incorrect vendor information, or failure by the Client to provide invoices in a timely manner.

By signing below, the Client authorizes Precise Financials, LLC to process bill payments as described in this form and confirms that all information provided is accurate.

Client Signature

Signature

Printed Name

Date

Precise Financials, LLC

Brittney Cooke, Owner

Printed Name

Date