A SaaS invoice workspace for B2B software companies billing customers on seat-based, usage-based, or hybrid pricing in Taskade.
What's Included
- Customer Database: Account, plan, seat count, usage tier, billing cycle, currency, tax jurisdiction
- Seat + Usage Logic: Automation calculates base fee plus usage overage per cycle
- Expansion Revenue Agent: AI agent flags accounts ready for upgrade based on usage patterns
- MRR/ARR Tracker: New, expansion, contraction, churn — segmented by cohort
- Tax Compliance: EU VAT, US sales tax, GST handled per jurisdiction
- Self-Serve Portal: Customers can update payment method via the Stripe portal
Why This Template Wins
- Expansion before churn: Agent surfaces accounts using 80%+ of plan limits — proactive upgrade conversation, not reactive churn
- Tax handled per jurisdiction: EU VAT, state-by-state US tax, no manual lookups
- MRR clarity at a glance: Cohort retention visible — which months are sticky and which are leaky
How to Use
- Clone this template into your Taskade workspace
- Add customers with plan, seats, and usage tier
- Connect Stripe for billing and tax engine
- Train the Expansion Revenue Agent on your upgrade signals
- Set up billing triggers for monthly/annual cycles
FAQ
Does this support annual contract with monthly invoicing?
Yes. Set the contract length and invoicing cadence separately — annual contract with monthly net-30 invoicing is supported.
Can the agent identify churn risks pre-renewal?
Yes. Agent reviews usage decline, support tickets, and login frequency to score churn risk per account 60 days before renewal.
What plan supports a SaaS company?
Pro ($16/mo annual) handles small SaaS. Business ($40/mo) adds advanced cohort retention and expansion analytics.
CTA
Try this template free in Taskade. For Stripe integration, see /learn/automation/automations-execution. Pair with Subscription Invoice. Browse more SaaS apps in the Community Gallery.