Business Software for Recurly

Rivery’s ETL platform consolidates, transforms, and manages all of a company’s internal and external data sources in the cloud. Key Features: Pre-built Data Models: Rivery comes with an extensive library of pre-built data models that enable data teams to instantly create powerful data pipelines. Fully managed: A no-code, auto-scalable, and hassle-free platform. Rivery takes care of the back end, allowing teams to spend time on mission-critical priorities rather than maintenance. Multiple Environments: Rivery enables teams to construct and clone custom environments for specific teams or projects. Reverse ETL: Allows companies to automatically send data from cloud warehouses to business applications, marketing clouds, CPD’s, and more.

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Levenue is the fintech company that's shaking things up in Europe! They're the only ones who let subscription-based businesses trade their recurring revenue for upfront capital. And that's not all - investors can buy recurring revenue from these businesses at a discount, making it a sweet deal for everyone involved. The best part? The financing process is lightning-fast thanks to integrations and automated underwriting. You could get an offer in just 48 hours! Plus, there's no dilution, no equity deals, and no collateral or personal guarantees needed. It's like getting a loan without all the hassle. Here's how it works: 1. Your subscription-based business signs up and connects its financial data. 2. Levenue takes a look at the data and gets to work. 3. They set a trading limit for your account. 4. You can request several trades. 5. Investors see and bid for the trades. 6. The most affordable offer wins! 7. Both parties sign a contract, and the wire is sent. So what are you waiting for? Get in on the action with Levenue!

ChargeOn is a 100% Salesforce-native application designed to simplify, automate, and optimize how businesses handle payments — all within Salesforce. It bridges the gap between your Salesforce CRM and 14+ leading payment gateways, giving your team a unified platform to streamline your overall payment management. Why Businesses Need ChargeOn Businesses often faced challenges in receiving Salesforce payments due to manual processes. these processes slowed revenue recognition, resulted in duplication of records and imped customer experiences. ChargeOn eliminates these challenges by providing a seamless payment ecosystem inside Salesforce — ensuring faster collections, improved cash flow, and improved visibility in customer's payment journey. No more switching between systems or chasing failed payments — everything happens in one place, securely and automatically. Key Highlights Instant and Scheduled Payments – collect payments at the right time through multiple payment methods. Automated Recurring Payments & Failed Payment Recovery – don't compromise on your revenue due to missed or failed payments. PCI and DSS Compliant-- ensure security with global payment standards. Secure Tokenization – encrypt customer data during transaction and at rest. Real-Time Reports & Dashboards – get complete visibility into payment information. Multi-Currency and Multi-Gateway Support – scale globally without technical barriers. For a complete list of powerful features, check out our AppExchange listing and see how ChargeOn can transform your payment operations. Empower your Salesforce with ChargeOn — where payments become effortless, automated, and built for growth.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Chargeback is an specialized service that prevents chargebacks. It lives up to its name. This innovative platform alerts users to transactions where the customer has initiated a chargeback, allowing them to refund these transactions automatically before they escalate. This proactive approach reduces your chargeback rates, resulting in lower fees and fewer disputes. The system's automated notifications notify you of any incoming chargeback requests 24 to 48 hours before they are filed. This gives you plenty of time to issue a credit and prevent the chargeback. Chargeback is a seamless process that runs in the background. It provides peace of mind while maintaining good relationships with payment processors. There are no monthly minimums, contracts or onboarding fees. Chargeback is a cost-effective, tailored solution that you only pay for when it alerts you. You can experience its benefits without making any initial investment.

Accounting, billing, banking, SaaS, and eCommerce are seamlessly integrated into one comprehensive solution, specifically designed for accountants, lenders, and acquirers. FirstOfficer stands out as the pioneering reporting tool tailored for startups, offering a wealth of reliable integrations, tools, and benchmarks at your disposal. Effortlessly onboard your clients, prospects, or portfolio companies with our user-friendly system. You can customize the onboarding process to fit your unique needs, ensuring a smooth experience for your clients. Additionally, the white-label option allows you to create an onboarding experience that aligns perfectly with your brand identity. If you're contemplating whether to develop the necessary integrations independently, consider the potential challenges; you are likely to face countless edge cases, particularly with subscription billing, and the ongoing maintenance can be overwhelming. By choosing FirstOfficer, you gain access to a robust suite of features developed specifically for startups, ensuring you have everything you need to succeed. This innovative approach will not only save you time but also enhance your operational efficiency.

Success4 provides the right tools that do all the heavy lifting so you can focus on your customer success strategy.

FlowEQ offers a no-code workflow solution designed to seamlessly integrate with your existing systems, enhancing team efficiency. This innovative automation tool empowers teams to operate more swiftly in their current environments, promoting a better way of working. FlowEQ’s solution simplifies processes, ensuring that critical workflows are executed accurately every time, all while functioning within your established systems. Furthermore, FlowEQ integrates effortlessly with your Salesforce customer support platform and your Zendesk customer service application, providing a comprehensive solution. By embedding within your operational or customer service systems, FlowEQ comes pre-configured with the necessary integrations to support your teams in managing their routine tasks effectively. Ultimately, FlowEQ aims to transform how your organization operates by eliminating bottlenecks and improving overall performance.

GrowSurf is referral program software for tech companies. Our customers are primarily marketing and product teams at B2C, FinTech, and SaaS companies that want to implement a customer-to-customer referral program while saving development overhead and increasing time-to-implementation. With our top-rated referral software, GrowSurf customers launch faster and enjoy results like these: 312% return on investment, 30% of new leads from referrals, 15% of ARR from referrals.

Create models at ten times the speed, link them directly to your data sources, and share insights through interactive dashboards with stunning visuals. Causal's formulas are designed to be straightforward—eliminating the need for complex cell references or cryptic syntax, and a single formula in Causal can replace dozens or even hundreds of traditional spreadsheet formulas. With the built-in scenario feature, you can effortlessly establish and analyze various what-if scenarios, utilizing ranges like "5 to 10" to grasp the complete spectrum of potential outcomes for your model. Startups leverage Causal for critical tasks such as calculating runway, monitoring key performance indicators, planning staff compensation, and crafting financial models that are ready for investors. Create eye-catching charts and tables without the hassle of lengthy customization processes. Additionally, you can seamlessly toggle between different time scales and summary formats to suit your analysis needs. Unleash the power of your data and transform the way you visualize your business metrics.

Airbyte is a data integration platform that operates on an open-source model, aimed at assisting organizations in unifying data from diverse sources into their data lakes, warehouses, or databases. With an extensive library of over 550 ready-made connectors, it allows users to craft custom connectors with minimal coding through low-code or no-code solutions. The platform is specifically designed to facilitate the movement of large volumes of data, thereby improving artificial intelligence processes by efficiently incorporating unstructured data into vector databases such as Pinecone and Weaviate. Furthermore, Airbyte provides adaptable deployment options, which help maintain security, compliance, and governance across various data models, making it a versatile choice for modern data integration needs. This capability is essential for businesses looking to enhance their data-driven decision-making processes.

Churn360, an AI-driven customer success platform, helps SaaS businesses reduce churn to increase customer lifetime value. Churn360 integrates customer data from multiple SaaS products such as CRM, Helpdesk and Billing software. All of these data are combined into one dashboard that is easy to use for customer success managers. This gives them a 360-degree view. Churn360 offers features such as playbook automation, customer mapping and tracking, surveys, and customer onboarding. This helps customers in different situations to increase customer retention and reduce customer churn.

Mailercloud is an all in one email marketing platform that offers a simple and efficient experience. Mailercloud's core features allow marketers to increase engagement and convert leads into customers. You can create email campaigns that reach the right customer at right time using the drag-and-drop editor.

Select the approved applications from our integration library and utilize the flow builder to set up the necessary actions and fields to initiate the synchronization process. Once this is done, the communication between your applications and KonnectzIT will commence, and the platform will manage everything from that point onward. Are you feeling overwhelmed by routine tasks that, while straightforward, consume excessive amounts of your valuable time? Are you unable to focus on more significant projects because you're bogged down by these mundane responsibilities? If you're in search of a simple yet powerful solution to reclaim your time, resources, and energy, look no further. Employ our user-friendly drag-and-drop visual builder to effortlessly link applications and synchronize data between them. Depending on the extent of your automation needs, this can save you numerous hours each day. The more extensive your connections, the more time you can free up on a daily basis. Easily and efficiently automate limitless tasks with our visual connect builder, regardless of the complexity of your workflow. Our builder not only simplifies the process of connecting applications but also allows you to clearly visualize the automation setup while you're configuring the tasks, ensuring a seamless experience.

Monitor your Monthly Recurring Revenue effectively, regardless of the payment processor you choose. Our platform offers enhanced insights into the financial status of your SaaS business, delivering essential metrics and valuable business intelligence. We integrate seamlessly with Stripe, Paddle, and numerous other services through a RESTful API. MRR.io serves as an intuitive dashboard for tracking MRR, simplifying your management tasks significantly. The API adheres to REST standards, featuring resource-oriented URLs and using HTTP status codes to report errors. Data is exchanged in JSON format, both for requests and responses, ensuring consistency and ease of use. Authentication is securely handled using HTTP Basic Auth in conjunction with your API keys, and all information is transmitted over HTTPS for enhanced security. With MRR.io, you gain not only clarity but also confidence in your financial tracking processes.

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

LoyaltySurf software is a loyalty program software that can be used by both B2C and B2B tech companies. You can create and manage a custom rewards program that encourages customer loyalty and engagement. No-code platform makes it easy to offer customized rewards and incentives that keep customers engaged. Our comprehsnive webhooks, Zapier App, comprehsnive API, webhooks and native third-party integrations make any custom loyalty program possible for tech teams. LoyaltySurf can easily be implemented in just a few hours. Reward your users for taking action. Here are some examples: • B2C and FinTech companies may offer financial incentives, account credits, and points systems. • SaaS companies may offer unlocked features and extended trial days. • B2B and Enterprise companies may offer gift cards to qualified leads who make a demo call.

Eliminate the hassle of analyzing fragmented data from multiple sources to identify opportunities for revenue growth and churn risks. Instead, consolidate your product, customer, and subscription information within journy.io to uncover the ideal customer profiles along with their preferred features, enabling you to interact effectively with the most promising accounts and users. Gain profound insights into the key data points and usage patterns that significantly influence acquisition, conversion, expansion, and churn rates. Activate automated playbooks tailored to specific users from both promising and less promising accounts to achieve your desired goals in conversion, expansion, and retention. Additionally, refine these strategies continuously to enhance effectiveness. Streamline your engagement processes by integrating with third-party applications, leveraging real-time, live-synced product data. journy.io can initiate email drip campaigns, generate sales tasks within your CRM, launch in-app onboarding sequences, or send notifications to your team via Slack, ensuring that your engagement efforts are coordinated and timely. By utilizing these capabilities, you can create a more cohesive and efficient approach to customer interaction.

Set up your own affiliate and referral program effortlessly in just a few minutes. With seamless integration options for payment processors like Stripe, Paddle, Recurly, Braintree, Chargebee, or through our API, FirstPromoter serves as a comprehensive solution for SaaS businesses looking to monitor, manage, and enhance various referral marketing initiatives. This platform encompasses everything required to establish your own affiliate, referral, and influencer programs. Affiliates enjoy access to their performance metrics and can conveniently share their referral links through a personalized dashboard. You can efficiently process payments for hundreds of affiliates simultaneously right from the FirstPromoter interface. Both your promoters and their referred friends can be rewarded for successful sales referrals and sign-ups with cash, discounts, or credits. The system also provides tailored tracking for referral links and coupon codes, allowing you to monitor sales through specific discount codes, emails, or unique referral URLs. Additionally, it automatically tracks both recurring and one-time transactions, including upgrades, cancellations, and refunds, ensuring no detail is overlooked. FirstPromoter intelligently adjusts commissions based on any billing activity, which significantly streamlines your operational processes and saves valuable time. This means you can focus more on growing your business while FirstPromoter handles the complexities of your referral program.

Effortlessly extract live data from your preferred tools without any coding required. With Superjoin, you can connect to an unlimited number of data sources and import data into Google Sheets with just a single click, all at no additional cost. You can also establish schedules for automatic updates to your Google Sheets, ensuring you always have the latest information from your data sources. Additionally, Superjoin allows you to automatically send screenshots of your Google Sheets to Slack or email at any time you wish. You can even push data back to your sources directly from Google Sheets using this platform. Before importing, easily select the specific data you wish to extract from your data source, ensuring that only the clean and necessary information is pulled in through the data preview feature. This functionality enables you to consolidate data from various sources into a single sheet, effectively eliminating the need for cumbersome VLOOKUPs. By using Superjoin, you can drastically simplify your data management processes and enhance your efficiency. The seamless integration with your existing tools further streamlines the process of pulling data into Google Sheets with remarkable ease. Superjoin truly stands out as the ultimate solution for automating your spreadsheet tasks.

Utilize product, behavioral, and CRM indicators, among others, to enhance sales, customer success, and marketing strategies that not only expand pipelines but also accelerate net dollar retention growth. Our users are experiencing significant revenue increases as a result. We analyze and learn from billions of data points across businesses and users in almost every corner of the globe. Our platform is crafted to enable teams to grow their customer base, improve retention rates, and convert a higher number of signups. Receive notifications when there is an intention to expand, and identify potential opportunities by analyzing opportunity size based on department, job title, or engagement level. Quickly convert customers with high purchasing intent while providing support to those who may be facing challenges. Gain insights into the reasons behind customer conversions and identify specific elements that may deter others. Upollo processes your data in real-time, providing actionable insights in just minutes, thereby empowering your teams to effectively enhance your NDR, ARR, and LTV, among other metrics. Ultimately, our solution not only streamlines your processes but also ensures you capitalize on every growth opportunity available.

Unify all your data sources, encompassing both relational and NoSQL databases, SaaS applications, and APIs, allowing you to query them as if they were a single data entity instantly. Process data at its source without delay, enabling you to query, cache, and merge information from various origins seamlessly. Utilize webhooks to bring in real-time streaming data from platforms like Kafka and Segment into the Peaka BI Table, moving away from the traditional nightly batch ingestion in favor of immediate data accessibility. Approach every data source as though it were a relational database, transforming any API into a table that can be integrated and joined with your other datasets. Employ familiar SQL syntax to execute queries in NoSQL environments, allowing you to access data from both SQL and NoSQL databases using the same skill set. Consolidate your data to query and refine it into new sets, which you can then expose through APIs to support other applications and systems. Streamline your data stack setup without becoming overwhelmed by scripts and logs, and remove the complexities associated with building, managing, and maintaining ETL pipelines. This approach not only enhances efficiency but also empowers teams to focus on deriving insights rather than being bogged down by technical hurdles.

Lantern functions as an AI-driven revenue platform tailored to assist sales and marketing teams in accelerating and enhancing their deal-closing processes by merging customer, prospect, and intent data into a cohesive system. It features tools like Champion Chaser, which boosts the sales pipeline by detecting signals within existing customers, and Buyer Persona Tracker, which identifies when new buyers enter a target account and automatically fills in their information. The platform's Workflow Engine seamlessly connects with over 50 applications, automating updates in response to customer activities, such as job transitions and call insights, thus enabling teams to proactively seize engagement opportunities. By centralizing various data points, Lantern equips teams with AI-powered insights, optimizes sales tools, and drives remarkable growth. Additionally, the platform is built with SOC II security standards and allows for rapid deployment alongside numerous integrations, making it an ideal choice for organizations looking to enhance their sales effectiveness. Furthermore, the intuitive interface and comprehensive support ensure that teams can maximize the platform’s capabilities with minimal disruption.