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Solutions

Financial Automation, Billing & Collections

Automate franchise marketing billing, collections, and financial reporting. Stripe-powered processing handles the complexity of multi-location, multi-program financial operations.

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The Problem

Manual Billing Limits Growth

Franchise marketing billing involves BDF collection, program fees, co-op contributions, vendor payments, and custom arrangements. Manual invoicing, payment chasing, and spreadsheet reconciliation consume team bandwidth and create cash flow unpredictability.

Financial Friction

  • Manual invoice creation and distribution
  • Payment chasing consumes team time
  • Cash flow unpredictability from delayed collections
  • No real-time visibility into financial status
  • Vendor payment tracking in spreadsheets
Capabilities

Financial Features

Automated Billing

Stripe-powered recurring billing for program fees, BDF contributions, and co-op charges with automatic retry and dunning.

Revenue Reconciliation

Automated matching of payments, invoices, and program enrollments with real-time accounts receivable visibility.

Invoice Generation

Automatic invoice creation and distribution for every billing event with custom templates and franchise-level detail.

Financial Dashboards

Real-time visibility into collections, outstanding balances, revenue trends, and financial KPIs across the franchise system.

Payment Alerts

Automated notifications for upcoming charges, successful payments, failed transactions, and outstanding balance escalation.

Vendor Payment Management

Track and manage vendor payments, media spend allocation, and agency fees with automated reconciliation.

Frequently Asked Questions

What payment methods are supported?

Stripe integration supports credit cards, ACH bank transfers, and wire transfers. Each franchisee sets up their preferred payment method once, and the system manages all recurring charges automatically.

How does automated dunning work?

When a payment fails, the system automatically retries on a configurable schedule (e.g., 3 days, 7 days, 14 days). Each retry triggers an email notification to the franchisee. After final retry, the system escalates to the franchise operations team.

Can we handle complex billing structures?

Yes. The system supports flat fees, percentage-of-revenue, tiered pricing, per-location billing, multi-entity billing, and custom arrangements. Different franchisee types can have different billing configurations.

How does financial reporting integrate with marketing reporting?

Financial data (BDF collections, program fees, vendor payments) is connected to marketing performance data (ROAS, CPL, leads). This creates a complete picture of marketing investment and return.

Is the financial data secure?

All payment data is processed through Stripe (PCI DSS Level 1 compliant). Financial records are encrypted, access is role-restricted, and complete audit trails are maintained for compliance.

Ready to Automate Your Franchise Finances?

Stop chasing payments. Automate billing, collections, and financial reporting.

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