Quote to cash. Fully automated.
For subscriptions and services.
TekStack manages every dollar from the first quote to the final invoice. Subscriptions, milestones, time and materials, and renewals, all in one system connected to your CRM and accounting.
Quoting & CPQ · Subscription management · Automated invoicing · Renewal management · ARR & retention reporting · Accounting integration
Revenue processes are broken.
TekStack fixes them.
Most B2B tech companies leak revenue through inconsistent pricing, forgotten renewals, and manual invoicing. These are the problems we hear every day.
Inconsistent pricing & terms
Sellers quote different prices and payment terms with no guardrails, creating disputes, margin erosion, and billing confusion down the line.
No visibility on who owns what
Account managers can't tell which customers own which products, at what price, making renewals and upsells a guessing game.
Renewals are forgotten or wrong
Renewal dates live in spreadsheets. They get missed, go out of date, or fall through the cracks entirely, costing ARR you never recover.
Co-termination creates chaos
Mid-term add-ons create multiple renewal dates across the same account. Aligning them by hand takes hours and still produces errors.
No reliable revenue metrics
ARR, NRR, churn, and renewal rates are assembled manually from disconnected systems. By the time you have the number, it's already stale.
AI costs can't be allocated
Token usage and messaging costs from AI features can't be traced back to individual customers, so per-customer profitability stays out of reach.
Missed milestone billing
Milestone invoices go out only if the PM remembers to trigger them. Missed milestones mean delayed cash flow and frustrated finance teams.
Missing time on invoices
Time that isn't entered can't be invoiced. T&M projects routinely ship invoices missing billable hours that nobody logged.
Invoices rekeyed in accounting
Finance re-enters invoices from CRM or spreadsheets into the accounting system. It takes too long and introduces errors every time.
AMs and PMs flying blind
Account and project managers can't see which invoices have been sent, paid, or are overdue until a customer complains.
See the full revenue cycle in action.
From first quote to final payment, every stage of the revenue cycle runs in TekStack, with no third-party tools required.
Quoting & CPQ
Build a product library with locked pricing, terms, and invoice schedules. Sellers pick the products and the system does the rest.
- Product and pricing library for subscription, hardware, and service products
- Bundle products and services in one quote
- Multi-year terms with monthly, quarterly, annual, or advance invoicing
- Price lists by tier, currency, and region
- Generate proposals, quotes, and order forms
- Track total, one-time, and recurring amounts
- E-sign integration, sent directly from CRM
Subscription Management
When an opportunity is marked won, TekStack creates the subscription records, renewal schedule, and invoices from the deal terms.
- Subscriptions auto-generated on deal close
- Monthly, annual, or multi-year terms
- Start on close date, a set date, project go-live, or milestone completion
- Co-termination and proration
- Upsells, downsells, and mid-term changes tracked
- Attrition reason codes and net churn at customer level
- Contracted price increases built in
- Full subscription history and AM visibility on owned products and terms
- Token and AI costs aligned to customer revenue
Automated Invoicing
Software, services, milestone, and T&M invoices are created from subscription terms and project data, with no manual entry.
- Software invoices from subscription terms
- T&M invoices from approved time entries
- Milestone billing triggered by project events
- Missing time entries caught before invoicing
- Sync to QuickBooks Online or Dynamics 365 Business Central
- Invoice history and status visible to AMs and PMs in real time
- Paid and outstanding status at a glance
Renewal Management
TekStack tracks every renewal date, alerts your team, and can run the whole renewal process automatically.
- Renewal schedule created from the subscription
- On-signed-contract or automatic renewal process
- Renewal alerts and task creation
- Co-termination date management
- Customer renewal information and pipeline view
- Attrition tracking with reason codes
- Renewal rate reporting
ARR & Revenue Reporting
With subscription and billing data in one system, ARR, NRR, and churn are always current.
- ARR trend by revenue type, product, industry, and territory
- Subscription momentum and annual and monthly growth
- Net and gross retention
- Live ARR and ARR at risk
- Funnel, pipeline, and renewal funnel reporting
- Delivered in Power BI, with no spreadsheet reconciliation
Connected to the tools you already use.
TekStack sits inside Microsoft 365 and connects your CRM, projects, and accounting into one revenue system, with no manual re-entry.
CRM connected
Subscriptions, invoices, and renewals flow directly from won opportunities, with no re-keying between sales and finance. Works with TekStack CRM, D365 for Sales, and Salesforce.
Accounting integration
Push invoices directly to QuickBooks Online or Microsoft Dynamics 365 Business Central, eliminating double entry and reconciliation errors.
Power BI reporting
Pre-built revenue dashboards give leadership instant visibility into ARR, NRR, and renewal health, with no BI team or third-party product required.
Open API without limits
Connect any external tool through an unlimited REST API with no rate limits. Your revenue data, your integrations.
MCP Server
Expose your full revenue data model to AI tools like Claude Code, Copilot Studio, and Azure AI Foundry for real agentic revenue workflows.
Enterprise security
Built on Microsoft Entra and Dataverse. Your data lives in your Microsoft tenant, with role-based access and a full audit trail.
See your revenue cycle fully automated, in one hour.
Most tech companies manage subscriptions, renewals, and invoices across spreadsheets, email, and disconnected systems. We'll show you what it looks like when it all works together.
- 1We learn about your current revenue process and where it's breaking down
- 2You see a live walkthrough of the quoting, invoicing, and renewal cycle
- 3We walk you through pricing, straightforward and with no surprises
- 4You leave with a clear picture of what switching would look like
Book your demo
Fill out the form and we'll be in touch within one business day to confirm your time.
No obligation. Implementation, Max, and unlimited support included.
