Simplify Billing & Collections
Automate your billing process from quote to cash, with integrated invoicing in CustomerOS
Automate
Your Billing Process
Simplify your billing process and reduce manual effort with our comprehensive billing automation platform. From managing subscriptions and usage-based billing to automating recurring payments and collections, CustomerOS streamlines your entire billing workflow, saving you time and ensuring consistent, reliable cash flow.
Enhance
Customer Experience
Deliver a seamless, customer-centric billing experience that makes it easy for customers to manage their accounts payable. Our flexible billing platform enables you to tailor invoicing and payment options to your customers’ needs, while providing a branded, self-service portal that empowers them to manage their accounts with ease.
Improve Financial
Accuaracy & compliance
Ensure the accuracy and compliance of your financial operations with our robust billing and revenue recognition platform. CustomerOS automates complex revenue recognition processes following ASC 606 and IFRS 15 standards, while providing real-time synchronized data across your billing, accounting, and CRM systems, eliminating errors, minimizing customer complaints, and reducing churn risk.
Increase
Conversion Rates
If your sales team can sell it, you can automate it. Streamline key billing processes such as invoice generation, payment collection, and dunning management, enabling you to handle a higher volume of transactions and support a growing customer base without adding headcount.
Subscriptions, Usage, and 1-time Billing
Efficiently manage all of your billing scenarios with our all-in-one platform that supports subscriptions, usage-based billing, and one-time charges. Our flexible solution enables you to easily create and manage complex billing structures, ensuring accurate invoicing and revenue recognition while providing your customers with tailored, transparent billing experiences.
Auto-payments
Streamline your payment collection process and reduce manual effort with our seamless integration of popular payment gateways like Stripe, Adyen, GoCardless, and more. CustomerOS enables you to access payment information stored with your preferred payment providers and automate recurring transactions, ensuring timely, consistent cash flow while providing your customers with a convenient, hassle-free payment experience.
Proration
Efficiently handle billing changes and ensure accurate, fair invoicing with our built-in proration capabilities. Automatically calculate and apply prorated charges or credits whenever a customer modifies their subscription mid-cycle, saving you time and effort while maintaining transparency and customer trust.
Custom Payment Schedules
Offer flexible payment options that align with your customers’ unique needs and preferences. You can easily define and manage personalized billing cycles, from monthly, quarterly, annual or set your own custom intervals, enabling you to adapt to diverse customer requirements and improve satisfaction and retention.
Custom Branding
Your brand will always be front-and-center, across all billing and invoicing touchpoints. Your logo, colors, and messaging are on display in all invoices, payment pages, and customer communications, reinforcing your brand identity and building trust and recognition with your customers.
Whitelabel Customer Portal
Provide your customers with a seamless, on-brand billing and account management experience through our fully customizable, while-label customer portal. CustomerOS enables you to create a branded, self-service portal where customers can view and pay invoices, manage subscriptions, update payment methods, and access account information, all within an interface that looks and feels like an extension of your own website.
Revenue Recognition
Streamline your financial reporting and ensure compliance with ASC 606 and IFRS 15 standards using your automated revenue recognition capabilities. Seamlessly integrate with your accounting systems and automatically calculate and post deferred and recognized revenue based on your predefined recognition templates, saving you time and effort while reducing the risk of errors and discrepancies.
