[01]
Audit
Reviewed existing spreadsheets, Stripe exports, and email threads to understand the full billing lifecycle and where errors occurred.
Billing and customer tools
SaaSBillingStripe IntegrationReact
A billing and customer management platform for small businesses handling subscriptions, invoices, and client records. Financial clarity without an accounting degree.
Client
Ledgerly
Category
SaaS Product
Year
2024
Duration
10 weeks
The challenge
What we were solving for
Ledgerly's founders were managing billing through spreadsheets and manual Stripe exports. As they scaled, reconciliation errors and missed invoices were becoming a weekly problem.
The solution
How we approached it
We built a connected billing platform that syncs with Stripe, auto-generates invoices, tracks outstanding payments, and gives a live customer health view — all in a single screen.
Our process
How we worked through Ledgerly
[02]
Model
Designed the data schema for customers, invoices, payment events, and subscription states — with Stripe as the source of truth.
[03]
Integrate
Built webhook handlers, reconciliation logic, retry systems, and the customer-facing invoice portal.
[04]
Refine
Ran three weeks of beta with the founding team. Fixed edge cases in failed payment recovery and multi-currency display.
The outcome
What shipping this actually changed
Invoice processing time cut by 70%. Payment collection rate improved from 78% to 96% within 30 days of launch. The team went from 6 hours of weekly reconciliation to under 30 minutes.
- Real-time Stripe webhook sync for payment and subscription events
- Automated invoice generation and overdue reminders
- Customer lifetime value and churn risk dashboard
- CSV export and accountant-ready ledger view
Client testimonial
“Billing was our biggest operational headache. Now it just runs. We've recovered thousands in unpaid invoices we didn't even know were sitting there.”