Billing & Revenue Ops
A system that handles dunning sequences, plan and seat changes, invoice reconciliation, and usage-based billing edge cases directly inside your billing platform, without a finance or ops team member manually working a spreadsheet.
The problem this solves
Billing operations accumulate exceptions fast: failed payments that need a retry sequence, plan changes that require prorating, usage overages that need reconciling against a contract, invoices that don't match what was actually delivered. Each one is small, but they add up to hours of manual review every billing cycle.
Most billing platforms handle the standard case well and leave everything else to whoever's watching the dashboard.
What a build typically includes
We map your current billing exceptions and build automation around the ones that follow a defined rule, so your team stops manually adjudicating cases that don't actually require a judgment call.
- Automated dunning sequences with retry logic tuned to your payment failure patterns
- Plan, seat, and proration changes triggered directly from account events
- Usage-based billing reconciliation against contract terms, with discrepancies flagged for review
- Invoice generation and matching checks that catch mismatches before they reach a customer
Where it plugs into your stack
This typically connects to Stripe, Chargebee, or a similar billing platform, plus your CRM and internal contract or usage data. If usage-based billing is involved, we connect directly to the metering source.
Where a human stays in the loop
Exceptions outside defined rules, and anything involving a customer dispute, get flagged for your finance or ops team rather than resolved automatically. You set the thresholds for what's routine versus what needs a look.
See if this fits your stack.
A systems audit maps this against your actual tools before any code gets written.