Billing Integrations for Recurring-Revenue Tracking

Built to connect with Stripe, QuickBooks, and your PSA billing for automatic MRR tracking, churn attribution, and expansion monitoring — so you can finally see what your referral partners are worth. These integrations are on our roadmap.

Billing Platform Integrations

Built to work with the billing tools MSPs use (on the roadmap)

S

Stripe

Connects Stripe recurring billing, invoicing, and revenue events to your referral commissions.

  • • MRR and ARR tracking
  • • Subscription lifecycle events
  • • Invoice and payment data
  • • Client upgrade/downgrade tracking
  • • Churn and expansion revenue
QB

QuickBooks

Connects QuickBooks invoicing and recurring billing to your referral commissions.

  • • Recurring invoice sync
  • • Revenue recognition
  • • Payment matching
  • • Contract change tracking
  • • Client revenue history
CW

ConnectWise

Pulls agreement and recurring-billing data straight from your ConnectWise PSA.

  • • PSA agreement billing
  • • Recurring & one-off charges
  • • Multi-currency support
  • • Usage & overage billing
  • • Contract analytics

Automatic MRR & Revenue Tracking

Track the metrics that matter for MSP referral partnerships

Monthly Recurring Revenue

Automatically track MRR attribution to partners, including expansion, contraction, and churn.

New MRR+$15,000
Partner Attributed: $12,000Direct: $3,000
Expansion MRR+$8,500
Partner Influenced: $6,200Organic: $2,300
Churned MRR-$2,100
Partner Attributed: $800Direct: $1,300

Client Lifecycle Tracking

Follow partner-referred clients through their entire contract lifecycle.

Referral Received
245 clients
Contract Signed
78 clients (32%)
Service Expanded
23 clients (29%)
Still Active
71 clients (91%)
Churned
7 clients (9%)

Smart Commission Automation

Automatically calculate commissions based on actual revenue events

Revenue Event Tracking

Connect to billing events for accurate commission calculations.

Contract Signed

Partner gets initial commission on the new contract

Service Upgraded

Partner gets commission on the MRR increase

Service Downgraded

Commission automatically adjusted

Contract Cancelled

Commission stops, potential clawback

Flexible Commission Models

Support different commission structures based on billing events.

Recurring Revenue Share

Partner gets 20% of monthly recurring revenue

Client MRR: $500Partner Commission: $100/month

Upfront Commission

Partner gets 6 months of revenue upfront

Client MRR: $500Partner Commission: $3,000 upfront

Hybrid Model

Upfront bonus + ongoing revenue share

Upfront: $1,000 + Monthly: $50

Real-Time Data Synchronization

Instant updates when billing events occur

Webhook Integration

Receive instant notifications for all billing events.

invoice.payment_succeeded
customer.subscription.updated
invoice.payment_failed
customer.subscription.deleted

Automatic Processing

Process billing events automatically without manual intervention.

Event Received

Billing webhook triggers processing

Attribution Lookup

Find the referral partner for the client

Commission Calculated

Apply commission rules and rates

Partner Notified

Update partner portal and send alerts

Error Handling

Robust error handling and retry mechanisms.

Automatic Retries

Failed events are automatically retried

Error Logging

Detailed logs for troubleshooting

Manual Review

Queue failed events for manual review

Monitoring

Real-time monitoring and alerts

Advanced Billing Features

Handle complex MSP billing scenarios

Multi-Currency Support

Handle referral partners in any region with automatic currency conversion.

Client Revenue (USD)$1,000
Partner Currency (EUR)€850
Commission (20%)€170
Exchange Rate1.18 (live)

Usage-Based Billing

Track and commission on usage-based revenue components.

Base Subscription$500/month
Partner Commission (20%)$100/month
Usage Overage$245
Partner Commission (15%)$36.75
Total Commission$136.75

Integration Setup Guide

Get up and running in minutes

1

Connect Billing Platform

Authorize access to your Stripe, QuickBooks, or PSA billing account

2

Configure Webhooks

Set up webhooks for real-time billing event processing

3

Map Revenue Events

Define which billing events trigger commission calculations

4

Test & Launch

Test the integration and start tracking referral revenue

Why Billing Integration Matters

The impact of accurate revenue tracking

100%

Revenue Accuracy

Track every dollar of referral-driven recurring revenue

Real-time

Commission Updates

Instant updates when billing events occur

-95%

Manual Tracking

Eliminate manual revenue reconciliation

+40%

Partner Trust

Transparent revenue tracking builds trust

Ready to Track Referral Revenue Accurately?

See how billing integration can transform your referral attribution