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NOW CONNECTED TO CLAUDE MCP

Billing and Revenue Management
for Lorum Ipsum Dolor

Financial infrastructure for the AI era. Lorum ipsum dolro might set amie kin
chasta set lunum estalng. Lorum ipsum dolro might set amie kin chasta set lunum.

Call to Action
Northwind
WORKSPACE
Dashboard
Customers
Contracts
Revenue
SETTINGS
General
Members
Billing
Security
Integrations
KD Kim Dunningskim@northwind.io
Settings Billing Search⌘K
Billing Manage your plan, payment method and invoices.
Overview Invoices Payment methods Usage
Approaching your seat limit 128 of 150 seats in use. Add seats or move to a larger plan. Review plan
Team ACTIVE Annual contract · 150 seats included · $1,240 / mo Next invoice$1,240.00 MRR trend RenewsMar 31, 2027 Cancel plan Change plan
Active seats128 of 15085%
API calls2.41M of 3M
Storage412 GB of 1 TB
Invoice history Export CSV
INVOICEDESCRIPTIONDATEAMOUNTSTATUS
INV-2061Business plan — proration credit appliedMar 4, 2027$1,104.62Issued
INV-2047Team plan — monthly subscriptionFeb 28, 2027$1,240.00Paid
INV-2031Team plan — monthly subscriptionJan 31, 2027$1,240.00Paid
INV-2018Overage — 312k API callsJan 31, 2027$187.20Paid
INV-2004Team plan — monthly subscriptionDec 31, 2026$1,240.00Paid
INV-1988Team plan — monthly subscriptionNov 30, 2026$1,240.00Paid
Showing 5 of 24 invoices PrevNext
VISA Visa ending 4417Expires 09 / 2029 · Billing contact kim@northwind.io Update Manage contacts
Change planChanges are prorated to your current period.
StarterUp to 25 seats, core billing$490per month
TeamUp to 150 seats, usage rating$1,240per month
BusinessUp to 500 seats, revenue recognition$2,480per month
Due today $1,104.62 Cancel Confirm change

AI OVERVIEW

Connect with Claude MCP

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Call to Action
AI AgentsDo it for me
AI AssistantsHelp me do it
AI AnalystsExplain it to me
AI AuditorsCheck my work
Contract Modification AgentMeridian Freight · mid-term expansion WORKING
Run detail Steps Permissions
ELAPSEDDay 0 · 00:00Running unattended
STEPS0 / 93 workstreams
INPUTS0No prompts
Active runAgent working…

Prorate the current period

BILLING

Post the catch-up entry

REVENUE

Add expansion to MRR and ARR

METRICS
Triggered Mar 4 · 09:12Day 0 of 31
Ordway AssistantWalmart · account summary ANSWERING
Chat History Saved tasks
KD

Give me an update on the Walmart account.

Account summary—
Account balance$184,204.18
Open invoices3 · $62,410.00
Usage, last 90 days4.21M · +18%
Every figure links to its recordDrill down

Recommend upsell opportunities?

Yes, recommend
Pricing ModelerProfessional tier · 12-month pro forma BUILDING MODEL
Model Assumptions Variations
Incremental revenue—
M1Baseline truncatedM12
Variations tested3 scenarios

+$50 / mo · credits −20%

$1.11M net

+$75 / mo · credits −30%

$1.04M net · 6.1% churn
Recommends +$50 · captures the uplift at a quarter of the churn
Usage Billing AuditorTop 100 accounts · six months AUDITING
Findings Checks Evidence
UNDER-BILLED$04 accounts
OVER-BILLED$03 accounts
NET LEAKAGE$08 findings
FindingsScanning…

Caldera Health · wallet depleted

−$12,204.55

Orbital Retail · overage missed

−$8,410.00

Halcyon Labs · rate off contract

+$1,142.08
100 accounts · 186,259 records checked—

AI AGENTS

Do it for me

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Call to Action
Contract Modification Agent IDLE
ELAPSED — No active run
EMPLOYEE INPUTS 0 No prompts required
CORRECTIONS 0 No errors yet
Process timeline Waiting for trigger
Day 0Order booked
Day 2Revenue posted
Day 31Metrics closed
WORKSTREAMSTEPSTATUSCOMPLETED
BillingProrate the current period
BillingIssue invoice INV-4182
BillingReschedule remaining term
RevenueReallocate transaction price
RevenuePost catch-up entry
Agent Reopened period 04, reposted, re-validated RESOLVED Day 2 · 08:40
RevenueAdjust future schedules
MetricsAdd expansion to MRR / ARR
MetricsRecalculate net retention
MetricsRefresh reporting pack
Mid-term expansion · Meridian Freight Idle

AI ASSITANTS

Help me do it

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Call to Action
Ordway Assistant READY
KD

Give me an update on the Walmart account.

Assistant —
Account balance$184,204.18View
Open invoices3 · $62,410.0014 DAYS AGEDView
Recent payment$48,000.00 on Mar 2View
Contracted products4 products, 2 add-onsView
Stores on the product1,284 of 1,310View
Usage, last 90 days4.21M scans +18%View
Forecast, FY2027$2.41M recognizedView
Expansion pipeline$310,000 · 2 open oppsView

Would you like me to recommend upsell opportunities?

Yes, recommend Not now
Ask the assistant to do something… Send
The assistant waits for your next instruction.

AI ANALYSTS

Explain it to me

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Call to Action
Ordway Analyst COLLECTING DATA
MR

Model a $50 / month increase on the Professional tier with a 20% cut to included AI credits. Show the incremental revenue over the next twelve months.

New accounts from the 1st · existing customers at renewal
Collect data4 sources
Write queries11 queries
Build model1,842 accounts
Pro forma product-line revenue —
Bars show modeled uplift · $1.42M–$1.58M baseline truncated Current plan (truncated) Modeled uplift
SCENARIO12-MO UPLIFTCHURN RISKNET IMPACT
+$25 / mo · credits −10%$0.71M0.8%$0.66M
+$50 / mo · credits −20%AS ASKED$1.30M2.4%$1.11M
+$75 / mo · credits −30%$1.94M6.1%$1.04M
Two things worth flagging

+$75 nets $70K less than +$50 once churn is priced in, and $184K of uplift lands in month 11 at 3 enterprise renewals.
Deliver as Spreadsheet Summary dashboard Interactive report

AI AUDITORS

Check my work

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Call to Action
Ordway Auditor SCANNING
NET REVENUE LEAKAGE $0 UNDER-BILLED$0 OVER-BILLED$0
ACCOUNTFINDINGSEVERITYVARIANCE
Caldera HealthWallet depleted, usage continued unbilledHIGH−$12,204.55
Orbital RetailAllowance exceeded, no overage appliedHIGH−$8,410.00
Tessellate GroupDiscount 22% exceeds approved 15%MEDIUM+$3,918.20
Meridian FreightMetered 41,200 units, billed 38,900HIGH−$2,806.40
Northwind SystemsCredit memo applied to two invoicesMEDIUM+$1,860.00
Halcyon LabsRated at $0.0042, contract says $0.0038MEDIUM+$1,142.08
Scanning accounts… Export findings

SECURITY & COMPLIANCE

Information security lorum ipsim dolor might

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AICPA SOC 1 TYPE II AICPA SOC 2 TYPE II PCI DSS COMPLIANT GDPR COMPLIANT CCPA READY
Users & permissions 5 users · 4 of 5 enrolled in MFA
USERROLEMFALAST SIGN-IN
DW Dana Whitfielddana.whitfield@northwind.io Controller ENROLLED Today, 8:42 AM
MR Marcus Reyesmarcus.reyes@northwind.io AR Specialist ENROLLED Today, 8:07 AM
TO Tom Okafortom.okafor@northwind.io Billing Analyst REQUIRED —
PR Priya Ramanpriya.raman@northwind.io Revenue Manager ENROLLED Yesterday, 4:19 PM
LC Lena Cholena.cho@grantthornton.com Auditor, read-only ENROLLED Sep 16, 11:02 AM
Multi-factor authenticationAwaiting code
Enter the 6-digit code From the authenticator app on your device
Verify code
Or continue with single sign-on
Security postureContinuous
Encryption at restAES-256
Encryption in transitTLS 1.3
Intrusion detection24/7
Vulnerability scanningDaily
Penetration testingAnnual
SOC 1 TYPE II SOC 2 TYPE II GDPR CCPA PCI DSS · SOON Role-based access controls enforced on every request

SECURITY & COMPLIANCE

Information security lorum ipsim dolor might

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum vestibulum dui ut pretium rhoncus. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos.

AICPA SOC 1 TYPE II AICPA SOC 2 TYPE II PCI DSS COMPLIANT GDPR COMPLIANT CCPA READY
Users & permissions 6 users · 5 of 6 enrolled in MFA
USERROLEMFALAST SIGN-IN
DW Dana Whitfielddana.whitfield@northwind.io Controller ENROLLED Today, 8:42 AM
MR Marcus Reyesmarcus.reyes@northwind.io AR Specialist ENROLLED Today, 8:07 AM
TO Tom Okafortom.okafor@northwind.io Billing Analyst REQUIRED —
PR Priya Ramanpriya.raman@northwind.io Revenue Manager ENROLLED Yesterday, 4:19 PM
JT Julia Tranjulia.tran@northwind.io Billing Admin ENROLLED Yesterday, 11:36 AM
LC Lena Cholena.cho@brightlineaudit.com Auditor, read-only ENROLLED Sep 16, 11:02 AM
SINGLE SIGN-ONSAML enforced
SESSION TIMEOUT30 minutes idle
AUDIT LOG1,284 events

INTEGRATIONS

Connect to your tech stack

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Call to Action
Invoice list app.northwind.io/billing/invoices
DATEINVOICE #DESCRIPTIONSTATUSAMOUNT
Aug 1, 2026#19512088Ordway Growth — monthlyPaid$237.00
Jul 17, 2026#19394342Ordway Growth — monthlyPaid$237.00
Jun 17, 2026#19241371Ordway Growth — monthlyPaid$237.00
May 17, 2026#19082219Ordway Growth — monthlyPaid$237.00
Rows per page 10 —
GET /v1/invoices?customer_id=C-00004 — CALLING
ROUND TRIP req_— —
Webhook deliveries POST https://app.northwind.io/hooks/ordway
usage.threshold.exceeded acct C-00004 · 82% of 3M calls 200 OK
payment.failed INV-19512088 · card declined 200 OK

SECTION

Connect your application
to Ordway

Call to Action

INTEGRATIONS

Connect to your tech stack

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Call to Action

Connect your application to Ordway
lorum iosum dolor might

APIs

Upload metered consumption data from your application into Ordway for rating and billing. Display invoice and payment history in the subscription and billing section of your application.

Webhooks

Send real-time notifications when usage and spending thresholds are exceeded. Route internal notifications to sales and customer success about collections and payment failures.

Embedded Code

Add shopping cart and online self-service checkout capabilities to your application. Let current accounts manage subscriptions and add products from your application.
SYNCED THROUGH THE ORDWAY API
Invoice list app.northwind.io/billing/invoices
DATEINVOICE #DESCRIPTIONSTATUSAMOUNT
Aug 1, 2026#19512088Ordway Growth — monthlyPaid$237.00
Jul 17, 2026#19394342Ordway Growth — monthlyPaid$237.00
Jun 17, 2026#19241371Ordway Growth — monthlyPaid$237.00
May 17, 2026#19082219Ordway Growth — monthlyPaid$237.00
Rows per page 10 —
GET /v1/invoices?customer_id=C-00004 — CALLING
ROUND TRIP req_— —
Webhook deliveries POST https://app.northwind.io/hooks/ordway
usage.threshold.exceeded acct C-00004 · 82% of 3M calls 200 OK
payment.failed INV-19512088 · card declined 200 OK

INTEGRATIONS

Connect to your tech stack

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Call to Action

INTEGRATIONS

Connect to your tech stack

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Invoice list app.northwind.io/billing/invoices
DATEINVOICE #DESCRIPTIONSTATUSAMOUNT
Aug 1, 2026#19512088Ordway Growth — monthlyPaid$237.00
Jul 17, 2026#19394342Ordway Growth — monthlyPaid$237.00
Jun 17, 2026#19241371Ordway Growth — monthlyPaid$237.00
May 17, 2026#19082219Ordway Growth — monthlyPaid$237.00
Rows per page 10 —
GET /v1/invoices?customer_id=C-00004 — CALLING
ROUND TRIP req_— —
Webhook deliveries POST https://app.northwind.io/hooks/ordway
usage.threshold.exceeded acct C-00004 · 82% of 3M calls 200 OK
payment.failed INV-19512088 · card declined 200 OK

SECTION

Connect your application
to Ordway

APIs

Upload metered consumption data from your application into Ordway for rating and billing. Display invoice and payment history in the subscription and billing section of your application.

Webhooks

Send real-time notifications when usage and spending thresholds are exceeded. Route internal notifications to sales and customer success about collections and payment failures.

Embedded Code

Add shopping cart and online self-service checkout capabilities to your application. Let current accounts manage subscriptions and add products from your application.

SECTION

Connect your application
to Ordway

GET /v1/invoices?customer_id=C-00004 CALLING
ROUND TRIP —
Invoice list app.northwind.io/billing/invoices
DATEINVOICE #DESCRIPTIONSTATUSAMOUNT
Aug 1, 2026#19512088Ordway Growth — monthlyPaid$237.00
Jul 17, 2026#19394342Ordway Growth — monthlyPaid$237.00
Jun 17, 2026#19241371Ordway Growth — monthlyPaid$237.00
May 17, 2026#19082219Ordway Growth — monthlyPaid$237.00
Apr 17, 2026#18944107Ordway Growth — monthlyPaid$237.00
— —

Subscription Billing

Plan & pricing MonthlyAnnual
Essentials$12per user
Professional$18per user
Enterprise$26per user
N Northwind Systems INV-2048
$592.00 Due Mar 31
Professional · 24 users$432.00
Sandbox add-on$40.00
Premium support$120.00

Usage-Based Billing

Metered usage API calls · March
EVENTS RATED 4,214,806 AT $0.50 / 1,000 $2,107.40
C Prepaid credits MINIMUM MET
$892.60 left of $3,000.00
Drawn in March$2,107.40
Monthly minimum$1,500.00
Auto-refill at $500On

Payment Collections

Collections March · 214 payments
$184,204.18 collected of $196,610.00 billed
N Northwind Systems AUTO-PAY
$48,000.00 ACH ending 4821
Applied to INV-2048$48,000.00
Posted to ledgerAutomatic
Settlement2 days

Accounts Receivable

Aging report $62,724.00 past due
1–30 DAYS$38,214.6012 accounts
31–60 DAYS$16,908.455 accounts
90+ DAYS$7,600.953 accounts
O Orbital Retail REMINDER 2
$12,204.55 47 days past due
Dunning email sentMar 28
Next reminderApr 3
Escalate to collectionsApr 18

Revenue Recognition

Revenue schedule $466,400.00 deferred
Mar 2027$42,400.00SCHEDULED
Apr 2027$42,400.00SCHEDULED
May 2027$42,400.00SCHEDULED
JE JE-4482 POSTED
$42,400.00 Mar 31 close
DrDeferred revenue$42,400.00
CrSubscription revenue$42,400.00
GLPublished to NetSuiteAuto

SaaS Metrics

Investor metrics +17.1% YoY
ARR $5,644,800 MRR $470,400
M Net revenue retention +4 PTS
112% vs 108% last quarter
Expansion ARR+$806,400
Downgrades−$52,920
Churned ARR−$148,680

Revenue Concierge

DRImplementation plan · Dana RuizWeek 6 of 9
Migrated 1,284 contracts, 9,610 invoicesDONE
ERP and CRM integrationsIN PROGRESS
Parallel run with old systemSEP 29

Human Account Manager

RM Rosa MedinaYour Account Manager · replies in 12 min AVAILABLE
NetSuite integration + webhooksScoped · build starts Sep 24ACTIVE
Acquisition of two entitiesConsolidated reporting planPLANNING

Revenue Concierge

Support scorecardTrailing 90 days · first response 14 min
4.9 / 5.0 Top rated by our customers
Model a good-better-best plan setProducts and plans · #SR-4182Same day
Customize the dunning agentAI agents and workflows · #SR-41702 hours
Resolve NetSuite sync errorIntegrations · #SR-415138 min

SECURITY & COMPLIANCE

Information security lorum ipsim dolor might

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum vestibulum dui ut pretium rhoncus. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos.

New customer
Checkout or quote
Onboarding01
Schedules and invoice
Billing02
Rate, invoice, collect
Expansion03
Seats and tier upgrades
Renewal04
Renew or renegotiate
NW Northwind Systems C-10482 · $84,000 ACV · 12 month term Run by Finance
— —— —
— —— —
— —— —
— —— —
— —— —
— —— —

USE CASES

Impossible use case?
Challenge accepted!

We specialize in complex billing and revenue recognition.

PRICING ENGINE

Pricing flexibility. From Seed to IPO.

Flexibly bill for usage, outcomes, seats, commitments, credits & more.

Northwind
WORKSPACE
Dashboard
Customers
Billing runs
Receivables
AUTOMATION
Workflows
Run history
Integrations
Settings
KD Kim Dunningskim@northwind.io
Workflows Untitled workflow Search⌘K
Workflow builder Usage rating, subscription billing and accounts receivable automations. Test run Publish
Build Runs Logs Permissions
TRIGGERS
Billing eventInvoice, credit, refund
ScheduleCron or billing period
Usage thresholdMetered consumption
ACTIONS
DecisionBranch on a condition
CommunicationEmail or in-app notice
API or webhookCall an external system
Database updateWrite to the ledger
WaitDelay or hold for input
Canvas Auto-layout DRAFT −+
No steps yet Describe the automation below and Copilot will build it.
Yes No
Billing event createdTrigger · Payment billing
Prepaid credits available?Decision · 2 branches
Email drawdown noticeCommunication · Billing contact
Charge payment methodAPI call · Stripe
Update AR ledgerDatabase update · Receivables
Workflow Copilot BETA Describe it in plain language
Billing run Usage rating Refunds Dunning Revenue recognition
Create a workflow that… Generate
Workflow generated · 5 stepsReview the branches, then publish to production.

PRICING ENGINE

Pricing flexibility.From Seed to IPO.

Flexibly bill for usage, outcomes, seats, commitments, credits & more. Go from sales to product led and everything in between.

Take Product Tour »
Describe the automation you want to build… Generate
DRAFT
YES NO
Billing event createdTrigger · Payment billing
Prepaid credits available?Decision · 2 branches
Email drawdown noticeCommunication · Billing contact
Charge payment methodAPI call · Stripe
Update AR ledgerDatabase update · Receivables

Iconogrphy

AICPA SOC 1 TYPE II AICPA SOC 2 TYPE II PCI DSS COMPLIANT GDPR COMPLIANT CCPA READY

PRODUCT OVERVIEW

Quote-to-cash automation
lorum ipsum dolor might
set amie kin chatsa

Collect payments, recognize revenue, and report on SaaS metrics Lorum ipsum dolro might set amie kin chasta set lunum estalng. Lorum ipsum dolro might set amie kin chasta set lunum.

Call to Action
Order to Revenue›Contract C-10482›Run 4182 RUNNING
ACCOUNTNorthwind Systems CONTRACT VALUE$84,000.00 TERM12 months PAYMENT TERMSNet 30 Stage 1 of 4
STAGEDETAILSTATUS
Sales order capturedFrom your CRM 3 products · 22% discount CONTRACT
Invoice generatedOrdway billing $7,000.00 base + $1,412.40 usage BILLING
Payment collectedAuto-pay on file ACH · cleared 2 days early CASH
Journal entries createdRevenue sub ledger ASC 606 · 12 periods, ratable REVENUE
Published to your ERP and general ledger Waiting on the revenue schedule RECOGNIZED THIS PERIOD $0.00
Modification Agent COMPLETE
ELAPSEDDay 31 STEPS9 / 9 INPUTS0
Ran unattended across 3 workstreams
Triggered Mar 40 handoffs to staff
Ordway Assistant READY
KDUpdate on the Walmart account?
Account balance$184,204.18
Open invoices3 · $62,410.00
Usage, last 90 days4.21M · +18%
Pricing Modeler READY
12-MONTH UPLIFT +$1.30M +$50 / mo, credits −20%
Usage Billing Auditor 8 FINDINGS
NET REVENUE LEAKAGE $16,913 100 accounts · 186,259 records
Caldera Health · wallet depleted−$12,204.55
Halcyon Labs · rate off contract+$1,142.08

BILLING SOFTWARE

Rev-up your inv-gen

Subscriptions, usage-based pricing, and percentage-based pricing, including multi-tiered plans, per-user-per-month pricing, free trials, prepaid or rollover usage models, true-ups, commission structures, and revenue sharing. 

With order-to-revenue automation you can reduce time and staff required to prepare bills, scale revenues without adding more headcount and improve the customer experience.

Call to Action
Invoice run›November 2026›Northwind Systems RATING
SubscriptionTiered, per user
Usage-basedPrepaid, rollover
PercentageRevenue share
BILL TO Northwind Systems kim@northwind.io · net 30 INVOICE Pending Period Nov 1 – Nov 30
CHARGERATED ASAMOUNT
Platform, Team tier240 users × $25.00 / month PER USER $6,000.00
API calls, metered1,420,000 − 1,000,000 prepaid DRAWDOWN $3,654.00
Rollover credits appliedUnused from October ROLLOVER −$1,200.00
Marketplace revenue share4.5% of $182,000.00 GMV PERCENTAGE $8,190.00
Subtotal$0.00
Sales tax, 6.5%$0.00
INVOICE TOTAL$0.00

ACCOUNTS RECEIVABLE SOFTWARE

Get cash in faster

Automate routine accounts receivable processes with flexible payment collection, automated dunning workflows, and a self-service customer portal, helping reduce aging receivables, accelerate cash flow, and lower AR staff workloads.

Accounts receivable›Week of Nov 16 WORKING
OUTSTANDING $287,700 Across 34 open invoices
COLLECTED THIS WEEK $0 No payments applied yet
Aging4 buckets
0–30 days $184,400
31–60 days $62,800
61–90 days $28,100
90+ days $12,400
PAST DUE, OVER 30 DAYS$103,30036% of open receivables
COLLECTIONS ACTIVITY0 EVENTS
Dunning reminder sentRivian · 14 days past due EMAIL
Payment received · TeslaApplied to INV-19510102 $50,000.00WIRE
Payment received · RivianAuto-pay retried after failure $12,800.00ACH
Payment received · LucidPaid in the self-service portal $18,400.00CARD

REVENUE RECOGNITION SOFTWARE

Accounting for the future

Track deferred revenue for as-a-Service contracts and recognize revenue under ASC 606 or IFRS 15 with support for recurring revenue models, automated calculations, and GL integrations, helping replace spreadsheets, reduce audit risk, and streamline compliance with US GAAP and international accounting standards.

Revenue recognition›November close RECOGNIZING
DEFERRED REVENUE BALANCE $172,000.00 Across 3 as-a-Service contracts
RECOGNIZED THIS PERIOD $0.00 No entries posted yet
Deferred revenue schedule Subscription Usage Other
CONTRACTDEFERREDRECOGNIZED
Northwind SystemsRatable over 12 periods $84,000.00 $7,000.00
TeslaMultiple element, 3 PBOs $55,000.00 $4,583.33
Meridian FreightMid-term modification $33,000.00 $2,750.00
Journal entries ready to post Summary or detail, to your ERP or GL ASC 606 · IFRS 15

SAAS METRICS

Get your raise faster

Track deferred revenue for as-a-Service contracts and recognize revenue under ASC 606 or IFRS 15 with support for recurring revenue models, automated calculations, and GL integrations, helping replace spreadsheets, reduce audit risk, and streamline compliance with US GAAP and international accounting standards.

SaaS metrics›FY2026›Investor pack BUILDING
CLOSING ARR $5,644,800 $4,820,000 opening ARR
NET DOLLAR RETENTION 112% Gross retention 96%
CUSTOMERS 1,330 $4,244 ARR per account
ARR bridge, FY2025 to FY2026 Balance, axis from $4.50M Increase Decrease
Assembling the investor pack Bookings, retention and customer metrics ONE SOURCE OF TRUTH

SUBSCRIPTION MANAGEMENT

Automate every stage of the customer lifecycle

Support the full subscription lifecycle with self-service workflows for new customer acquisition, upsells and cross-sells, renewals, invoicing and payments, and cancellations. Ordway helps customers buy, upgrade, renew, manage billing, and make account changes online without relying on manual sales or support processes.

NW Subscriptions›Northwind Systems ACTIVE
1New customer
2Upsell
3Renewal
4Billing & payments
5Cancellation
PLANProfessional
SEATS20
MRR$900.00
RENEWSOct 1, 2026
SELF-SERVICE ACTIVITY1 of 5 changes
Bought Professional, 20 seatsOnline checkout · Oct 1, 2025$900.00 / mo
Added 10 seatsIn-app upgrade · Apr 16, 2026+$225.00 prorated
Accepted renewal at $47.25 / seatRenewal offer · Sep 12, 2026$1,417.50 / mo
Paid INV-19510214 by ACHBilling portal · Oct 1, 2026$1,417.50
Removed 5 seats at term endSelf-service cancellation · Nov 3, 2026−$236.25 / mo
Every change made online by the customer0 sales calls · 0 support tickets NO MANUAL STEPS

SUBSCRIPTION BILLING SOFTWARE

For SaaS, cloud, and recurring revenue models

Support the full subscription lifecycle with self-service workflows for new customer acquisition, upsells and cross-sells, renewals, invoicing and payments, and cancellations. Ordway helps customers buy, upgrade, renew, manage billing, and make account changes online without relying on manual sales or support processes.

Products and plans›Core Platform 3 PLANS LIVE
PRICING MODEL Per user Usage-based Hybrid Billed monthly
Starter $29per user / month
Core billing
Hosted payment page
Email support
ProfessionalMOST POPULAR $49per user / month
Everything in Starter
Revenue recognition
CRM and ERP sync
Enterprise $79per user / month
Everything in Professional
Multi-entity
Dedicated CSM
Invoice previewNorthwind Systems · Professional · INV-19510302
Professional plan30 users × $49.00$1,470.00
Additional users, prorated4 users × $49.00 × 15 of 30 days$98.00
Promotion LAUNCH1010% off the plan fee−$147.00
TOTAL DUE Sent Oct 1 · card, ACH or wire $1,421.00
Feature entitlements 3 TIERS
StarterProEnterprise
Core billing
Revenue recognition
Multi-entity
Dedicated CSM
Per-user pricing PROFESSIONAL
SEATS30 PER USER$49.00 MRR$1,470
30 of 40 seats assigned10 available
Enterprise: unlimited users$2,400 flat
Monthly allowance PROFESSIONAL
API CALLS THIS MONTH 412,800
250,000 included162,800 overage
Overage at $0.008 per call$1,302.40
Hybrid plan 3 COMPONENTS
MONTHLY TOTAL $3,972.40
Platform fee$1,200.00
30 users × $49.00$1,470.00
162,800 calls × $0.008$1,302.40

SUBSCRIPTION MANAGEMENT

Sales-led growth or product-led growth

Embed Ordway subscription management workflows into your website or SaaS application to support self-service customer acquisition, account upgrades, and renewals, allowing customers to purchase plans, add products or users, accept price changes, and manage contract terms without relying on manual sales or support processes.

NW Settings›Plan and billing
Buy a plan Add users Price change Sign quote PRODUCT-LED
Choose a plan
Starter$29 / user
Professional$49 / user
Enterprise$79 / user
20 USERS × $49.00$980.00 / mo Subscribe
Add users
− 20 + users · 10 added, prorated 15 of 30 days
DUE TODAY$245.00 Add 10 users
Your plan renews Oct 1
$49.00 $51.45 per user · 5% annual uplift
30 USERS, NEW MONTHLY TOTAL$1,543.50 Accept and renew
Quote Q-2041
FROM SALESFORCE12-month term · Net 30
Professional, 30 users × $51.45 × 12 months$18,522.00
Onboarding services$2,500.00
QUOTE TOTAL$21,022.00 Accept and sign
ORDWAY SUBSCRIPTION SUB-10482 1 of 4 synced
New subscription, Professional, 20 usersSELF-SERVICE$980.00 / mo
Seats 20 to 30, prorated invoiceSELF-SERVICE+$245.00
Renewal accepted at $51.45 per userSELF-SERVICE$1,543.50 / mo
Quote Q-2041 signed, synced from SalesforceSALES-LED$21,022.00

SUBSCRIPTION BILLING SOFTWARE

For SaaS, cloud, and recurring revenue models

Support the full subscription lifecycle with self-service workflows for new customer acquisition, upsells and cross-sells, renewals, invoicing and payments, and cancellations. Ordway helps customers buy, upgrade, renew, manage billing, and make account changes online without relying on manual sales or support processes.

Products and plans›Core Platform 3 PLANS LIVE
PRICING MODEL Per user Usage-based Hybrid Billed monthly
Starter $29per user / month
Core billing
Hosted payment page
Email support
ProfessionalMOST POPULAR $49per user / month
Everything in Starter
Revenue recognition
CRM and ERP sync
Enterprise $79per user / month
Everything in Professional
Multi-entity
Dedicated CSM
Invoice previewNorthwind Systems · Professional · INV-19510302
Professional plan30 users × $49.00$1,470.00
Additional users, prorated4 users × $49.00 × 15 of 30 days$98.00
Promotion LAUNCH1010% off the plan fee−$147.00
TOTAL DUE Sent Oct 1 · card, ACH or wire $1,421.00

SCALE REV

Scale revenue with flexible
subscription billing software

Future proof your billing to adapt to changes in pricing, packaging, and processes as your business expands and market dynamics evolve. Ordway’s subscription billing enables flexibility to accommodate:

Analytics add-on launch PLANNED
New plan in price book$1,200 / mo
Usage tier over 1M events$0.004 each
Launch promotion3 months at 50%
Expansion to EU and APAC PLANNED
CurrenciesUSDEURGBPAUD
Tax jurisdictions via Avalara14 added
New billing entityNorthwind Ltd, UK
Reseller channel PLANNED
PartnerAcme Partners
Consolidated invoice38 end accounts
Partner pricing20% off list
Acquired Tessellate Group PLANNED
Contracts migrated412
CRM connectedHubSpot
ERP entity addedNetSuite
ANNUAL RECURRING REVENUE $5.64M One billing system, no re-implementation
ANNUAL RECURRING REVENUE $5.64M

Product launches

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Product launches

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Product launches

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Product launches

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

SECTION

Upsells, cross-sells,
and early renewals

Lower the friction associated with mid-contract changes to drive more expansion bookings throughout the contract lifecycle.

Add users

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Upgrade tiers

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Additional products

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Price increases

New pricing and packaging models lorum ipsum dolro might set amie kin chatsa.

Add users SCHEDULED
Seats4065
Per user, per month$60.00
Prorated, 9 months left$13,500.00
Upgrade tier SCHEDULED
PlanProfessionalEnterprise
Usage cap exceeded1.2M of 1M
Added to contract value+$10,400.00
Additional products SCHEDULED
BundleAnalytics + Webhooks
Multi-product discount15%
Added to contract value+$12,240.00
Price increase SCHEDULED
Tied toCPI, capped at 7%
Uplift applied6.0%
Added to contract value+$7,478.40
CONTRACT VALUE $84,000.00 Northwind Systems · amended in place, no new contract
CONTRACT VALUE $84,000.00

NEW CUSTOMER ACQUISITION

Enable self-service checkout for product-led growth

Make it easy for new and existing customers to buy, upgrade, and pay online with an embedded self-service checkout workflow. Ordway’s subscription management software supports plan comparison, subscription term and billing frequency selection, cart management, subscription review, discount and coupon application, and payment by credit card or ACH.

Checkout SECURE
1Plan 2Billing 3Review 4Pay
CHOOSE A PLAN
StarterUp to 5 users, core billing $29per user / mo
GrowthMOST POPULARUsage billing and analytics $79per user / mo
ScaleSSO, audit log, priority support $149per user / mo
BILLING FREQUENCY
Monthly$79.00 per user
AnnualSAVE 15%$67.15 per user
Users−10+
Term12 months
RenewsSep 24, 2027
YOUR SUBSCRIPTION
Growth plan, annual10 users × $67.15 × 12 months$8,058.00
Coupon LAUNCH1010% off the first year−$805.80
LAUNCH10Discount code Apply
Subtotal$8,058.00
Coupon—
Total due today$8,058.00
PAYMENT METHOD
Card ACH
Card number•••• 4242
Expires09 / 29
CVC•••
Save card for automatic renewal on Sep 24, 2027
Pay $7,252.20

Subscription active

Receipt sent to billing@northwind.io

SubscriptionSUB-20931
InvoiceINV-19512210 · paid
Next renewalSep 24, 2027
ORDER TOTAL $790.00/ month