ChargeOver Features

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Assists users in collecting payments for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Manage open opportunities for new or existing customers.

Track all open and closed orders by customer, or by product and plan.

Identify opportunities to upsell and cross sell based on product usage.

Plans can be renewed automatically or manually, when changes are required.

Track the financial performance of various types of packages.

Create deals that combine multiple products and plans, with differrent pricing

Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to group standard plans and products to create bundles

Calculation of consumption tax imposed on the sale of goods/services

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Assign standard monthly and yearly prices to products, plans, and packages

Define standard and custom discounts that can be applied to one or more products and plans

Analyze pricing data to identify opportunities to improve prices.

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Provide the option to combine recurring, one-time, and usage based billing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Integrate with payment processing software and payment gateways.

Integrate with financial management systems such as accounting and ERP.

Integrate with software that manages customers, sales, and marekting.

Validate payment details before processing to reduce failures.

Detects failed payments immediately upon transaction decline.

Sends alerts to merchants or finance teams on payment failure detection.

Automatically retries failed payments based on on customizable rules or by analyzing previous failures.

Categorize payment failure into different reasons (e.g., insufficient funds, expired cards, payment gateway issues).

Send automated and personalized communication to customers about failed payment.

Provide customizable templates for emails or text messages.

Integrate with in-app notifications, push notifications, or customer service channels for recovery.

Alert customer's card expiration dates before a failure occurs.

Offer account update services for customers to automatically update expired card with new card details.

Ensures compliance with PCI-DSS standards for secure payment processing.

Identify reasons behind payment failures, trends over time and unique pattern.

Provide AI-driven failure detection, analysis, recovery predictions and actions.

Provide dashboard for monitoring payment success, failure and recovery rate.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Specifically for telecommunications industry

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access previous interactions or concerns to maintain customer relationships

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage and handle various international currencies

Online portal through which end users can access the system, manage tasks, or obtain information

Services paid in advance before the end of the monthly billing cycle.

Present a catalog of inventory that customers can view

Configure existing workflows to meet your organization's needs

Accept, record, and reconcile financial transactions

Application programming interface that allows for integration with other systems/databases

Control and set flexible rates that depend on multiple variables and enable rate automation and calculation

A record of all activities within the system, including user access, changes made, etc.

Record customer information, purchase history, and other notes

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Services paid in real-time or end of the monthly billing cycle.

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Accept and process credit card transactions

Customize data fields to support various needs and use cases

Receive data and information in real time

Creation, processing, verification, and execution of invoices till the payment is made

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Process payments via multiple modes directly through the application

Create, manage, and send invoices or bills to customers

Graphical representation of data

Customize data fields to support various needs and use cases

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Allow customers to cancel their subscription remotely.

Receive data and information in real time

Search and filter data across systems to locate required information by entering keywords or certain criteria

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Record customer information, purchase history, and other notes

Use AI to generate content in the form of text, images, videos, etc.

Private online space that lets businesses securely share documents and provide information access to clients

Application programming interface that allows for integration with other systems/databases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Define levels of authorization for access to specific files or systems

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Track and interpret metrics on the usage of company resources

Import and export data to and from software applications

Present a catalog of inventory that customers can view

Track products that are for sale at a reduced price or part of coupon promotions

Monitor sales and make necessary adjustment in order to increase demand and revenue

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Add customized logos and colors to align with company branding

Setting up the amount/charge for per hour of work by a company or professional

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze and gain insights into data in real-time

Manage and handle various international currencies

Creation, processing, verification, and execution of invoices till the payment is made

Online portal through which end users can access the system, manage tasks, or obtain information

Manage the subscription plans of all active members

Manage and track customer orders for goods, investments, or any other purchases

Record customer information, purchase history, and other notes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active reporting of data and metrics

Accept and process credit card transactions

Timed notification for any upcoming task, deadline, appointment, or activity

Process of automatically notifying clients when payments fail to ensure invoices are paid

Process of managing customer subscription lifecycle for a recurring service or a product

Manage the enrollment and onboarding of all new members and accepted applications