Recurring Monthly Billing Automation
Manages recurring billing for bookkeeping, payroll, and advisory retainer clients with auto-pay and failed payment follo
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Manages recurring billing for bookkeeping, payroll, and advisory retainer clients with auto-pay and failed payment follow-up.
How It Works
1
Billing Cycle
1st of month for recurring clients
2
Generate Invoice
Auto-generate based on service agreement
3
Invoice Email
Itemized invoice, auto-pay link
4
Auto-Pay?
Card on file?
5
Auto → Charge
Process auto-payment
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.