BILL Holdings, Inc. (BILL) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.16K Followers Follow BILL Holdings, Inc. ( BILL ) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 6:05 PM EDT Company Participants René Lacerte - Founder, CEO & Chairperson of the Board Conference Call Participants William Nance - Goldman Sachs Group, Inc., Research Division Presentation William Nance Goldman Sachs Group, Inc., Research Division All right. We are going to start with the next session. Pleased to have Rene Lacerte here, the Founder and CEO of BILL. Rene, you've been here for the last several years and looking forward to the conversation again today. René Lacerte Founder, CEO & Chairperson of the Board Yes. Likewise, Will, thank you. Question-and-Answer Session William Nance Goldman Sachs Group, Inc., Research Division So look, AI is reshaping the way that businesses expect work to get done, and BILL sits at the heart of financial operations for 0.5 million SMBs. You said the shift is from a do-it-yourself to a do it with you to a do-it-for-you mindset. And you've rolled out a number of agents within the products to get at that goal. So at a high level, how are you thinking about the role that AI will play in BILL's products going forward? And what does AI native actually mean for the customer experience 12 to 24 months down the line? René Lacerte Founder, CEO & Chairperson of the Board Yes. I mean it's -- I think we all know that AI is a game changer. It's a game changer in how you do work and in the experiences that we are able to create for our customers. And so as we move customers, which the premise of the company was to go from the do-it-yourself to the do it with you into this, what I would call do-it-for-me because I think AI is a very personal experience, that do-it-for-me means that we have to