We help businesses automate repetitive tasks,

Purpose-built for managing recurring revenue and reducing churn. Designed for the AI era.

Subline

Inbox

Subscriptions

Invoices

Metrics

Workspace

Products

Coupons

Favorites

Enterprise Upgrade

Dunning Tasks

Q3 Pricing

Enterprise Upgrade

Pending Approval

02 / 145

Enterprise Upgrade - Acme Corp

Negotiated custom pricing for Acme Corp. Need to apply a 15% discount on top of usage tiers and set net-60 invoice terms.

Activity

Subline created the record via Salesforce integration 2min ago

Billing Intelligence added tags Enterprise and Custom Terms 2min ago

kant 4 min ago

The contract is signed. Can we automate the discount application for their upcoming cycle?

jori just now

@Subline Agent can you draft this pricing update?

Subline Agent

Formulating plan SUB-2703

Subline Agent moved from Todo to Pending Approval · just now

SUB-2703

Value $125k ARR

Owner

jori

Agent Subline

Active Session

I received your request and will draft the pricing schedule.

Load acme_corp profile

Load enterprise_base tier

I'll start by applying a flat 15% discount override to the existing structure and adjusting the payment terms to net_60 .

API > Calculating projected invoice totals...

View draft diff

Processing payload

Problems We Solve. Manual data entry, slow customer support, missed leads, inefficient workflows, disconnected systems, time-consuming reporting, and repetitive administrative tasks.

Save time, improve response times, and increase productivity by automating repetitive tasks.

Subline is shaped by the financial practices of world-class SaaS teams.

Improve accuracy and scale efficiently without adding unnecessary overhead to your team.

Designed for complex workflows, from smart retries to custom invoicing.

Seamlessly integrate your CRM, sales tools, and internal platforms for smooth data flow.

Process millions of transactions reliably with high velocity and focus.

Provide 24/7 customer support, qualify leads automatically, and handle repetitive inquiries without human intervention, ensuring your customers always get instant answers.

Turn failed payments and churn risks into automated workflows that route to the right sequence, reducing involuntary churn silently.

Explore AI Agents

Thread in #billing-alerts

lena 1:27 PM

Acme Corp's primary card just failed on their annual renewal. Risk is $125k ARR .

didier 1:27 PM

Looks like an expired card issue. We shouldn't pause their account yet.

andreas 1:27 PM

I'll have Subline trigger the grace-period sequence and email their billing contact.

@Subline initialize dunning sequence for Acme

Failed

INV-826

Startup Plan - TechFlow

Insufficient Funds

INV-508

Enterprise - Acme Corp

AI Recovery

INV-992

Agency Tier - CreativeBox

Card Expired

INV-1104

Usage Overage - CloudFlow

Do Not Honor

INV-826

Startup Plan - TechFlow

Insufficient Funds

INV-508

Enterprise - Acme Corp

AI Recovery

INV-992

Agency Tier - CreativeBox

Card Expired

INV-1104

Usage Overage - CloudFlow

Do Not Honor

In Recovery

INV-1487

Pro Plan - DesignCo

INV-1028

Basic Plan - WebDev

Retrying

INV-902

Enterprise - Zenith Corp

Grace Period

INV-775

Team Plan - DataSync

Dunning Day 3

INV-612

Starter Plan - NeoUI

INV-1487

Pro Plan - DesignCo

INV-1028

Basic Plan - WebDev

Retrying

INV-902

Enterprise - Zenith Corp

Grace Period

INV-775

Team Plan - DataSync

Dunning Day 3

INV-612

Starter Plan - NeoUI

Connect your disjointed systems. Automatically route new leads, schedule appointments, and follow up instantly to ensure no opportunity falls through the cracks.

Plan and navigate pricing changes effortlessly. Align your team on tier structures, usage limits, and seamless grandfathering.

View Automation Services

Pricing Rollouts

MAR

16 23 2 9 16 23 30

APR

6 13 20 27 4 11

MAY

18 25 1 8 15

JUN

22 29 6 13 20

V2 Pricing

Base Tiers

Usage Add-ons

Legacy Migration

G Grandfathering

New Pro Tier

Overage Billing

Cohort Migration

Keep your sales pipeline moving automatically. Update CRM records, trigger follow-up sequences, and generate proposals effortlessly while your team focuses on closing deals.

Build and deploy billing logic that works alongside your team. Automate custom invoice generation, tax handling, and bespoke terms easily.

Automate Your CRM

webhook-listener.sh

POST /v1/webhooks/invoice.created 200 OK

// Executing custom routing logic...

Evaluating customer tags for cus_9x12

Match found: ['enterprise', 'net_60']

Applying standard enterprise overrides...

Processing routing assignment

⌘K

Subline Agent Auto

Steven (Finance)

↵

Ema (Sales)

⌘1

Salesforce Sync

Integration

Select routing rule

1. Discovery & Business Audit
2. Custom Automation Strategy
3. Build & Seamless Implementation
4. Ongoing Optimization & Support

Understand billing configurations at a glance with structural diffs. Safely preview how pricing changes will affect your MRR before going live.

See How It Works

create.js

api / subscriptions

const subline = require ( 'subline-node' )

const subscription = await subline.subscriptions. create ({

customer : 'cus_9x12' ,

items : [

{ price : 'price_enterprise_base' },

collection_method : 'charge_automatically' ,

})

const subline = require ( 'subline-node' )

const subscription = await subline.subscriptions. create ({

customer : 'cus_9x12' ,

items : [

{ price : 'price_enterprise_base' },

collection_method : 'send_invoice' ,

days_until_due : 60 ,

discounts : [{ coupon : '15_OFF_CUSTOM' }] ,

})

Save hundreds of hours annually, respond faster to inquiries, increase lead conversions, reduce operational expenses, and scale operations effortlessly.

Take the guesswork out of your metrics with real-time analytics, cohort tracking, and dashboards that surface critical revenue insights.

View Use Cases

Weekly Revenue Pulse

Insights

Transcript

MRR Growth

Up 12%

AI Engine · 1 day ago

Enterprise upgrades accounted for 60% of new MRR .

Dunning automation recovered $14,000 this week.

Churn Risk

Monitor

AI Engine · 3 hours ago

Slight uptick in basic tier cancellations detected in the last 48 hours.

Consider adjusting onboarding flow for self-serve users.

Churn rate by cohort

5.0% 4.0% 3.0% 2.0% 1.0% 0.0%

2.1%

Q1 Q2 Q3

5.1 MRR

5.2 Cohorts

5.3 LTV/CAC

Start scaling your business operations with predictable ROI. We offer custom automation solutions designed to fit your unique challenges and growth goals.

Start scaling your revenue operations with predictable pricing. No hidden fees, percentage cuts, or surprise overages as you grow.

Billed annually

14-day free trial

Core Automation

Enterprise AI

Custom

Advanced features, bespoke integrations, and dedicated support for global enterprises.

Everything in Core, plus:
Custom AI Agents
Advanced Data Processing
Bespoke Internal Tooling
SLA and dedicated success manager

See how we've helped businesses across industries automate tasks, save hours, and generate more revenue with custom AI solutions.

See why top high-growth startups and global enterprises rely on Subline to power their billing and automate revenue recovery.

Read customer stories

"Working with the team on our AI automation completely transformed our workflow. We save 40+ hours a week and close deals faster."

Sarah Chen

VP Finance, Nexus

"The custom AI agent handles our customer support instantly. Our response times went from hours to seconds with no loss in quality."

Marcus Vance

Head of Revenue, Orbit

"Automating our lead qualification pipeline increased our conversions by 35% in the first month. Incredible ROI."

Emily Rostova

Founder & CEO, Koda

"We integrated our CRM and automated follow-ups. Our sales team is finally focusing on selling, not endless data entry."

David Kim

CTO, FlowState

"The business audit revealed bottlenecks we didn't know we had. The automation solutions implemented were game-changing."

Alicia Thorne

RevOps Manager, Vertex

"Highly recommend. The implementation was seamless, and the ongoing support ensures our automated systems run flawlessly 24/7."

James Halpert

Director of Product, PaperCo