Billing & Payments Platforms
Your billing system should close revenue,
not leak it every month.
We implement, rescue, and automate the major billing and payments platforms mid-market firms run - Stripe Billing, Chargebee, Maxio, Zuora, and others - so your revenue operations actually match your contracts.
Book a strategy call$250M+
Pipeline generated
42%
Average pipeline growth
18.3%
Average budget saved
Results from actual client engagements.
Most billing platforms are configured once and then quietly drift
When a billing platform is first stood up, it usually handles the products and pricing that exist at that moment. Then the business adds a new tier, renegotiates a contract, launches a usage-based add-on, or acquires a customer on a legacy rate card. The platform rarely keeps pace. The result is invoices that do not match what sales sold, revenue recognized in the wrong period, dunning sequences that fire on the wrong day or not at all, and a finance team spending hours each month manually reconciling what the billing system should have handled automatically.
The deeper problem is that billing sits at the intersection of CRM, CPQ, ERP, and the payment gateway - and each of those systems has its own data model. When the mapping between them is loose, you get duplicate customers, misapplied credits, failed webhook retries that nobody monitors, and churn that looks like it came from product dissatisfaction but actually came from a card decline that the dunning flow never caught in time. These are not edge cases. They are the normal operating state of a billing platform that was implemented fast and never revisited.
The Billing & Payments platforms we specialize in
Pick your platform. We'll make it deliver.
Chargebee
We implement Chargebee's subscription lifecycle, pricing models, and RevRec rules the right way from the start - so your MRR data, dunning flows, and CRM sync don't become a quarterly cleanup project.
Explore ChargebeeStripe
We build and fix Stripe implementations for mid-market operators - connecting Billing, Radar, Revenue Recognition, and your CRM so your billing data is actually trustworthy.
Explore StripeWhy mid-market firms bring us in for billing
Product catalog and pricing architecture
Most billing platforms support flat-rate, per-seat, usage-based, tiered, and hybrid pricing models - but the way you structure your product catalog determines whether changes can be made without breaking existing subscriptions. We design catalog architecture that accommodates the pricing evolution your business actually goes through, not just what you sell today.
CRM and ERP integration that holds under load
Syncing Stripe or Chargebee to Salesforce and NetSuite sounds straightforward until you hit duplicate customer records, mismatched IDs, or a failed sync that posts revenue to the wrong period. We build and harden the integration layer so that the contract in your CRM, the invoice in your billing platform, and the journal entry in your ERP all tell the same story.
Dunning and failed payment recovery
Every major billing platform ships with a dunning tool - Stripe has Smart Retries, Chargebee has its own retry logic, Maxio has configurable dunning profiles. Most implementations use the defaults. We configure retry schedules, communication sequences, and escalation rules based on your actual customer segments and contract types, which directly affects how much involuntary churn you recover.
Revenue recognition alignment
Billing platforms generate the transactions; your ERP or rev rec tool needs to consume them correctly. We map deferred revenue, contract modifications, mid-cycle upgrades, and refunds so that what flows into your financial statements matches ASC 606 treatment - and so your auditors are not reconstructing the logic from scratch every quarter.
Usage metering and overage billing
Usage-based billing is operationally harder than it looks. You need a reliable metering pipeline that aggregates events, applies the right rate for each customer's tier, and closes the billing period on time. We design and implement the metering architecture - whether native to your billing platform or via an intermediary like Metronome or Amberflo - so invoices are accurate and timely.
AI agents and automation on top of your billing stack
We build custom automation that your billing platform does not handle natively - contract renewal alerts routed to the right account owner, anomaly detection on invoice amounts before they go out, automated credit memo workflows, and payment failure triage that creates tasks in your CRM rather than waiting for a customer to complain.
Why billing platforms fail mid-market firms in predictable ways
Billing and payments platforms are sold as infrastructure - the thing you set up once and then forget. That framing is accurate for simple, stable pricing models. It stops being accurate the moment your business starts doing what businesses do: adding products, changing prices, negotiating custom terms, and acquiring customers on legacy rate cards that nobody wants to touch because the billing logic is unclear.
The platforms themselves - Stripe Billing, Chargebee, Maxio, Zuora - are genuinely capable. Stripe's subscription and invoice APIs give developers precise control over billing behavior. Chargebee's plan and addon model handles most B2B subscription structures without custom code. Maxio was built specifically for the order-to-cash complexity that SaaS companies hit as they scale. Zuora handles multi-entity, multi-currency, and contract amendment scenarios that would break simpler tools. The capability is there. The failure is almost always in how the platform was configured relative to how the business actually operates.
The most common failure modes we see: product catalogs that were built for the original pricing model and never updated, so new products get bolted on as workarounds rather than proper plan structures; dunning configurations left at platform defaults, which means retry timing and communication sequences are not matched to your customer base; integration mappings between the billing platform and the ERP that handle the happy path but break on credits, refunds, and mid-cycle changes; and webhook error handling that nobody monitors, so failed payment notifications disappear silently.
What good billing operations actually look like
A well-implemented billing platform does a specific set of things reliably: it generates invoices that match the contract the customer signed, it collects payment on the right schedule, it handles failures with a retry and communication sequence calibrated to your customer type, and it passes clean transaction data to your financial systems without requiring manual intervention. That sounds basic because it is - but getting there requires deliberate configuration, not just turning the platform on.
For firms with usage-based components, the bar is higher. You need a metering pipeline that is accurate, auditable, and closes on time. Customers will dispute usage invoices, and when they do, you need to be able to show them exactly which events drove the charge. That requires not just billing platform configuration but a data architecture decision about where events are stored, how they are aggregated, and how they are passed to the billing system.
The firms that get the most out of their billing platform treat it as a system that needs the same operational attention as their CRM or ERP - regular audits of configuration against current pricing, monitored integrations with alerting on failures, and a clear owner who understands both the business rules and the platform mechanics. We help mid-market firms build that operational foundation, whether they are starting a new implementation or inheriting one that has drifted from what the business actually needs.
Billing & Payments questions, answered
Which billing platform should we use - Stripe Billing, Chargebee, Maxio, or Zuora?
It depends on your pricing model, transaction volume, and how tightly you need to integrate with your ERP. Stripe Billing is strong if you are already on Stripe Payments and need developer flexibility. Chargebee handles subscription complexity and has solid out-of-the-box integrations. Maxio is built for B2B SaaS with revenue recognition needs. Zuora is designed for enterprise complexity and comes with enterprise implementation overhead. We help you evaluate based on your actual requirements, not vendor positioning.
We already have a billing platform live. Do we need to re-implement or can you fix what we have?
Most of the time we can fix what you have. A full re-implementation is usually only warranted when the product catalog is so tangled that migrating subscriptions cleanly is impossible, or when you are changing platforms entirely. In most cases we audit your current configuration, identify the specific gaps causing revenue leakage or reconciliation pain, and fix them in place without disrupting live subscriptions.
How do you handle migrating existing subscriptions from one billing platform to another?
Subscription migrations are genuinely risky - you are moving active recurring contracts with billing dates, trial periods, applied coupons, and payment methods. We build a migration plan that maps every subscription state, runs parallel billing in a test environment, validates invoice output before cutover, and sequences the migration to minimize the window where a billing event could fire against the wrong system. We have done this across Stripe, Chargebee, Maxio, and legacy custom billing systems.
Our invoices do not match what sales sold. Where does that usually break down?
Almost always in the handoff between CPQ or CRM and the billing platform. Either the product SKUs do not map cleanly, discounts or custom pricing are applied manually in one system and not reflected in the other, or the contract term in Salesforce does not drive the subscription dates in the billing platform. We trace the full order-to-invoice flow and close the specific gaps causing the mismatch.
What does a billing platform implementation engagement actually look like?
We start with a discovery phase where we map your pricing model, your existing tech stack, and your order-to-cash process. From there we produce a configuration spec, build and test in a sandbox, migrate or configure your product catalog, wire up integrations, and hand off with documented runbooks. Timeline depends on complexity - a straightforward SaaS subscription setup is faster than a usage-based model with ERP rev rec requirements.
Can you connect our billing platform to Salesforce and NetSuite at the same time?
Yes, and this is one of the more common configurations we implement. The key is deciding which system is the source of truth for each data type - typically Salesforce owns the customer and contract record, the billing platform owns the subscription and invoice, and NetSuite owns the journal entry. We build the integration so data flows in the right direction and conflicts are handled by rule, not by whoever notices the discrepancy first.
How do you approach usage-based billing if our billing platform does not have native metering?
Several billing platforms have limited native metering - they can accept usage records but do not aggregate raw events themselves. In those cases we design a metering layer that sits between your product and the billing platform, aggregating events from your data warehouse or event stream, applying your rating logic, and submitting usage records on the right schedule. We have built this on top of Stripe, Chargebee, and Maxio depending on what the client already runs.
Not sure which Billing & Payments platform fits?
We're vendor-agnostic. Tell us your goals and we'll recommend the right stack - then build it.
Book a strategy call