Custom Onboarding
Getting your billing system right the first time matters.
We Don't Hand You a Manual and Hope for the Best
One misconfiguration—whether it’s tax mapping, service bundling, or commission structures—can ripple through months of billing cycles and create compliance headaches.
That’s why we built our onboarding process around your success, not just account activation.
We assign a dedicated team to walk you through every critical setup element. You’ll have multiple live virtual sessions (at no extra cost) tailored to your specific services, revenue models, and products. Our people work directly with your team to ensure you understand the decisions you’re making—and why they matter.
That’s why we built our onboarding process around your success, not just account activation.
We assign a dedicated team to walk you through every critical setup element. You’ll have multiple live virtual sessions (at no extra cost) tailored to your specific services, revenue models, and products. Our people work directly with your team to ensure you understand the decisions you’re making—and why they matter.
Live Virtual Sessions Included
Multiple personalized sessions with our team at no extra cost—tailored specifically to your services, revenue models, and products.
Together, we map out:
MRC & NRC Tax Classification
How your MRC and NRC services are classified for tax purposes across your jurisdictions.
General Ledger Structure
Your general ledger structure so financial reporting works seamlessly.
Commission Structures
Commission structures that align with your sales model.
Product Bundling & Taxability
Product bundling and taxability based on your actual offerings.
Before You Go Live
We run parallel billing cycles—meaning we test your setup against your real data and compare our calculations to your current approach. Your team reviews and approves these results before the first live billing cycle runs.
This validation step means you have confidence, accuracy, and defensibility from day one.
You're not guessing if things are correct. You know they are.
The Result
You move from signup to billing with your team fully trained, your system properly configured, and zero uncertainty about accuracy or compliance.