OUR APPROACH
Can you automate your billing and client management?
With a custom automation implemented in ClickUp, we have streamlined the management of contacts, subscriptions, and billing to optimize your business. This system, including payment automation via Stripe, saves time and reduces errors, allowing you to focus on growing your business.
Myth: “Automation is only for large companies.”
In reality, billing and payment automation can adapt to companies of any size, simplifying their processes.
Myth: “Automating billing is expensive and complicated.”
In reality, we implement personalized and affordable solutions, making automation easy to use and effective.
Our process to automate your billing
1
Centralized contact management
Organize all client information in one place, facilitating management and keeping key details like name, phone, and address accessible and updated.
2
Personalized subscription management
Define, customize, and manage your subscriptions efficiently, ensuring that each client receives the correct plan with the right details, from modalities to specific costs.
3
Automated payments and billing with Stripe
Automate payment processing and invoice generation with Stripe, simplifying collections and ensuring payments are recorded and updated automatically in your system.
4
Automated billing reports
Create and send detailed billing reports for your chosen period, streamlining tracking and the delivery of all necessary documentation to your accountant. Save time and minimize errors by centralizing the process on a single automated platform.
5
Continuous use and support
Optimize your automation system's performance by keeping data updated and solving issues quickly with the help of our support team.
