Assign subscriptions to each client and keep cost, charge, status, and next bill date in one list, across vendors like Xero, MYOB, and QuickBooks.
Recoup vendor costs on a schedule, with partner discounts and markup built in, so clients pay the subscription, not your firm.
Drop in a spreadsheet, match clients and products, then create or update subscriptions in bulk, including cost changes from the latest vendor bill.
Bills generate on the schedule you set (monthly, quarterly, annually, and more), with line descriptions, tax, and due dates ready to go.
See charged vs cost, overdue runs, and profitability by client, vendor, or product. Then export or download when you need it.
New subscription invoices flow into your connected Ledger without double entry.
Stop absorbing vendor fees. Charge clients for the subscriptions you run on their behalf, with your markup included.
Cost, charge, and profit sit on every subscription. See what you pay, what you bill, and what you keep.
Import the vendor file, match clients once, and keep pricing in sync, without rebuilding the same workbook every month.
Subscriptions, billing schedules, and invoices in one place, ready for clients, Xero, and practice reporting.
Subscription invoices can be created in Xero without double entry. Revenue accounts and sale items stay consistent from import through to the client bill.
Collect subscription charges on a recurring schedule, ready for automation alongside the rest of your billing.
Every subscription sits on the client record, with cost, charge, status, and history in one place.
Works with OnboardMe recurring bills, so subscription recoup lives in the same billing workflow you already use.
