Quote to cash. Fully automated.
For subscriptions and services.
TekStack manages every dollar from the first quote to the final invoice. Subscriptions, milestones, time & materials, and renewals. All in one system connected to your CRM and accounting.
Revenue processes are broken.
TekStack fixes them.
Most B2B tech companies are leaking 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, become inaccurate, or fall through the cracks entirely costing you ARR you never recover.
Co-termination creates chaos
Mid-term add-ons create multiple renewal dates across the same account. Aligning them manually 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 making per-customer profitability impossible.
Missed milestone billing
Project milestone invoices are triggered manually, if the PM remembers. 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 remembered to log.
Invoices rekeyed in accounting
Finance manually re-enters invoices from CRM or spreadsheets into the accounting system. It takes too long and introduces errors every time.
AMs & PMs flying blind
Account managers and project managers don't know what invoices have been sent, which are paid, or what's overdue, until a customer complains.
See the full revenue cycle in action
From first quote to final payment, explore each stage of the revenue process in TekStack.
Accurate quotes, every time
Build a product library with locked pricing, terms, and invoice schedules. Sellers pick products the system does the rest.
- ✓ Subscriptions, hardware & services in one quote
- ✓ Multi-year terms & payment schedules
- ✓ Price lists by tier, currency, or region
- ✓ Generate proposal, quote, or order form in seconds
- ✓ E-sign integration included
Subscriptions created on deal close
When an opportunity is marked won, TekStack automatically creates subscription records, renewal schedules, and invoices based on the deal terms.
- ✓ Auto-created from opportunity on close
- ✓ Co-termination & proration supported
- ✓ Upsells, downsells & mid-term changes tracked
- ✓ Start on close date, specified date, or go-live
- ✓ Contracted price increases built in
Invoices generated automatically
Software, services, milestones, and T&M invoices are created based on subscription terms and project data. No manual entry, no missed billing.
- ✓ Software invoices from subscription terms
- ✓ T&M invoices from approved time entries
- ✓ Milestone billing triggered on project events
- ✓ Sync to QuickBooks or Business Central
- ✓ Invoice status visible to AMs & PMs in real time
Renewals that actually happen
Stop relying on spreadsheets and memory. TekStack tracks every renewal date, alerts your team, and can automate the entire renewal process.
- ✓ Automated renewal schedule from subscription
- ✓ Manual or automatic renewal process options
- ✓ Renewal alerts and task creation
- ✓ Co-termination date management
- ✓ Attrition tracking with reason codes
Revenue metrics you can trust
Because all your subscription and billing data lives in one system, ARR, NRR, and churn are always current. No spreadsheet reconciliation needed.
- ✓ ARR trend by revenue type & product
- ✓ Net & gross retention reporting
- ✓ Subscription momentum month-over-month
- ✓ Live ARR and ARR at risk
- ✓ Power BI dashboards included
Every revenue feature. One platform.
TekStack covers the full revenue cycle from product configuration through cash collection. With no third-party tools required.
- ✓ Build product & pricing library
- ✓ Define subscription, hardware & service products
- ✓ Multi-year subscription terms
- ✓ Monthly, quarterly, annual, or advance invoicing
- ✓ Price lists by tier, currency & region
- ✓ Generate proposals, quotes & order forms
- ✓ Track total, one-time & recurring amounts
- ✓ Bundle products & services in one quote
- ✓ E-sign software integration
- ✓ Send directly from CRM
- ✓ Auto-generate subscription on deal close
- ✓ Define subscription terms (monthly, annual, multi-year)
- ✓ Start on close date, specified date, or project go-live
- ✓ Start subscription on project milestone completion
- ✓ Manage co-termination & proration
- ✓ Track upsells & downsells
- ✓ Track attrition with reason codes
- ✓ Capture net churn at customer level
- ✓ Manage contracted price increases
- ✓ Full subscription history per account
- ✓ AM visibility on all owned products & terms
- ✓ Align token & AI costs to customer revenue
- ✓ Software invoices auto-generated from subscription terms
- ✓ T&M invoices from approved time entries
- ✓ Milestone billing triggered on project events
- ✓ Invoice status visible to AMs & PMs in real time
- ✓ Sync invoices to QuickBooks Online
- ✓ Sync invoices to Dynamics 365 Business Central
- ✓ Prevent missing time entry on invoices
- ✓ Invoice history per account
- ✓ Paid / outstanding status at a glance
- ✓ Auto-create renewal schedule from subscription
- ✓ On-signed-contract or automatic renewal process
- ✓ Renewal alerts and task creation
- ✓ Co-termination date management
- ✓ Customer renewal information & pipeline view
- ✓ Attrition tracking with reason codes
- ✓ Renewal rate reporting
- ✓ ARR trend visualized by revenue type
- ✓ Subscription momentum month-over-month
- ✓ Net & gross retention
- ✓ Live ARR and ARR at risk
- ✓ ARR by product, industry & territory
- ✓ Annual & monthly subscription growth
- ✓ Funnel & pipeline growth reporting
- ✓ Renewal funnel reporting
- ✓ Delivered in Power BI
- ✓ 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. No manual re-entry, no disconnected data.
CRM connected
Subscriptions, invoices, and renewals flow directly from won opportunities. No handoff, 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. No BI team or third party product required.
Open API without limits
Connect any external tool via our unlimited REST API. No rate limits, no data walls. Your revenue data, your integrations.
MCP Server
Expose your full revenue data model to any AI tool like Claude Code, Copilot Studio, Azure AI Foundry. Real agentic revenue workflows.
Enterprise security
Built on Microsoft Entra and Dataverse. Your data lives in your Microsoft tenant. Role-based access, full audit trail included.
See your revenue cycle fully automated in one hour.
Most tech companies manage their most important revenue data like subscriptions, renewals, and invoices across spreadsheets, email, and disconnected systems. We'll show you what it looks like when it all works together.
- 1 We learn about your current revenue process and where it's breaking down
- 2 You see a live walkthrough of the quoting, invoicing, and renewal cycle
- 3 We walk you through pricing. Straightforward, no surprises
- 4 You leave with a clear picture of what switching would actually look like
Book your demo
Fill out the form and we'll be in touch within one business day to confirm your time.
