Scaling Subscription Billing for B2B SaaS

Client Overview

Company:

US-Based B2B SaaS

Industry:

B2B Software / SaaS

Region:

United States

Business Challenge

As this US-based enterprise SaaS company scaled its IT remote access platform and customer base, subscription billing and revenue operations became a major constraint on growth.

Key challenges included:

Manual Billing Operations: Recurring billing relied on manual workflows, increasing operational overhead and risked invoicing errors.
Limited Subscription Visibility: The team lacked real-time insight into subscription lifecycle events such as upgrades, downgrades, renewals, and churn.
Complex Pricing Constraints: Existing processes struggled to support tiered pricing, add-ons, custom pricing, usage-based billing, commission calculations, and proration.
Disconnected Systems: Subscription, payment, and financial data lived across multiple tools, making reconciliation and reporting time-consuming and unreliable.
Unreliable Revenue Metrics: Finance could not confidently track or forecast MRR, ARR, churn, or forward-looking revenue.

Solution Delivered

Increased.com partnered with the US company to deliver a full advanced billing transformation built on an advanced subscription management platform, covering integration, automation, and reporting.

To support growth and strengthen financial governance, the company needed to automate billing, handle complex pricing, and gain real-time revenue visibility.

We helped evaluate and decide on the most appropriate advanced subscriptoin management platform for their needs. Increased.com led the end-to-end integration, automated core workflows, and implemented reporting to give finance and operations full transparency into subscriptions and revenue.

Key Deliverables & Integrations

Advanced Billing Integration & Automation

End-to-end advanced SaaS billing software integration
Configuration of subscription plans, pricing tiers, add-ons, usage-based billing, and proration rules.
Automation of recurring billing, invoicing, payments, and renewals.
Implementation of full subscription lifecycle events (sign-ups, upgrades, downgrades, promotions, cancellations).
Reduction of manual billing processes and operational errors.

Data & Systems Integration

Product backend: Automated subscription creation, updates, and usage data synchronization with the SaaS platform.
Payment processing: Integration via supported payment gateways that were leveraged by SaaS platform and advanced subscription management platform.
Finance & accounting systems: Revenue tracking, reconciliation, and financial data synchronization.
Reporting & BI tools: Centralized billing, subscription, commission, and revenue dashboards.
CRM: Integration with CRM to synchronize data for sales teams.
Customer Support: Integration with customer support live chat to synchronize data required by support personnel.

Reporting & Financial Visibility

Centralized, real-time subscription, commission, and revenue reporting
Accurate reporting for MRR, ARR, churn, renewals, and revenue performance
Improved reconciliation accuracy and faster close processes

Tools Used

Maxio Advanced Billing (formerly Chargify)
Azure Logic Apps
Payment Gateways (Stripe, Braintree)
C#

Microsoft . NET
Maxio BI (business intelligence) reporting
Azure Cloud

The Result

Increased.com’s advanced billing integration and automation delivered measurable improvements:

Automated Billing at Scale: Manual billing workflows eliminated, reducing errors by nearly 70% and operational overhead by up to 50%.
Reliable Revenue Reporting: Real-time MRR, ARR, churn, and subscription metrics increased reporting accuracy by over 83%.
Improved Financial Visibility: Finance and operations gained complete visibility into subscription lifecycle events, accelerating decision-making.
Support for Complex Pricing Models: Tiered, usage-based, and add-on pricing can now be implemented without manual intervention.
Finance-Ready Infrastructure: Centralized billing and revenue data cut month-end close time by 35%.
Scalable Foundation for Growth: The platform now supports customer growth and new pricing strategies needed by sales and marketing teams, without additional operational complexity or development efforts.

“Increased.com helped us modernize our subscription billing with advanced automation and reporting. The advanced subscription management integration empowered our sales and finance teams with accurate, real-time visibility into subscriptions and revenue while reducing a significant amount of manual work from our team.”