Salesforce
Stax Bill’s native Salesforce integration streamlines the entire quote-to-cash process, eliminating costly add-ons like Salesforce CPQ while providing comprehensive recurring billing capabilities.
- Accelerate customer onboarding by automatically creating Stax Bill accounts when opportunities close, with linked subscription and invoice data visible directly in Salesforce
- Simplify quoting and product management through native catalog synchronization that eliminates the need for Salesforce CPQ while supporting full pricing customization
- Enhance billing workflow efficiency with comprehensive subscription management, invoice visibility, and payment processing capabilities all accessible within the familiar Salesforce interface
- Maintain data consistency through bidirectional synchronization between Stax Bill and Salesforce, ensuring accurate customer information and billing details across systems
- Onboarding and enrollment support with customizable flows
- Reduce training and support costs by allowing billing staff to manage all recurring billing tasks within Salesforce rather than switching between multiple platforms
Hubspot
Stax Bill’s native HubSpot integration delivers a comprehensive quote-to-cash and recurring billing management solution.
- Simplify your quote-to-cash workflow with data syncing, automated subscriptions, and invoice generation
- Process payments directly within HubSpot with in-app management, refunds, and subscription changes
- Access billing insights at company and line-item levels to track trends and subscription performance
- Improve team collaboration with A/R communication tools and granular user permissions
- Track complete billing history with payment records and subscription management in one platform
Netsuite
See the full financial view of your business. Get advanced, real-time data syncing, inventory management, and revenue recognition with the Stax Bill and Netsuite integration.
- Create accurate, detailed, corresponding invoices
- Create new customers in your NetSuite instance
- Automate your inventory management
Quickbooks Online
Stax Bill seamlessly integrates with Quickbooks Online to automate financial operations, enabling accountants to close books faster and with greater accuracy.
- Automate financial data synchronization with real-time syncing of customers, invoices, payments, refunds, and more between Stax Bill and Quickbooks Online
- Gain complete financial control through customizable ledger mapping, tax mapping, and customer synchronization options tailored to your accounting requirements
- Eliminate manual errors by reducing double-entry and ensuring consistent data across your billing and accounting systems
- Enhance audit readiness with comprehensive logging of all synchronization events for complete transparency and accountability
- Accelerate month-end closing by having accurate, up-to-date financial information automatically populated in Quickbooks Online
Avalara
Automate complex taxation. Perform address validation, jurisdiction determination, and rate calculations on-demand and in the cloud.
Geotab
Stax Bill’s native GeoTab integration delivers automated billing solutions for fleet management organizations, eliminating manual errors while capturing all billable device activity in real-time.
- Maximize revenue capture through automated device detection and prorated billing that ensures you never miss revenue from active devices again
- Eliminate billing errors with real-time synchronization between GeoTab's MyAdmin and your billing system, automatically updating when devices move between vehicles
- Streamline fleet operations by automating device provisioning, cancellations, VIN updates, and subscription management for thousands of devices
- Adapt to complex billing scenarios with flexible options for seasonal pauses, surcharging, and combining one-time purchases with subscriptions
- Simplify invoice management through detailed device-level reporting with serial numbers or consolidated summary invoices for large fleets
API & Webhooks
Need your billing platform to talk to another system? Our webhooks and REST-based API allow you to integrate with any other software out there–including your own.