Quote, contract and invoice automagically

Finrite is a software layer and tool that connects your key revenue systems, beginning with a quoting module (embedded in your CRM), a contract management system, a CRM app and an embedded billing connector. You install Finrite through apps in your CRM (HubSpot, Salesforce) and billing engine (Stripe, Tabs) and choose any of our capabilities. Once installed and configured, you can set up bi-directional syncs between any of these systems that copy over data, drive actions and store links to related records in each. You can also view and query records in Finrite's dashboard.

Finrite is focused on Seed through Series B startups (although we are used by much larger companies in some cases). Our goal is to help all teams that interact with revenue data, including revenue operations, finance, sales teams, bizops and chief of staff teams.

Finrite is required because, unfortunately, most revenue software today was built in silos, and these systems don't talk to each other. CRM and billing systems rarely have integrations that function well and cover all use cases. In fact, some of the most common tools (e.g. Stripe and HubSpot) don't even have native integrations to support billing use cases like creating subscriptions from closed deals. And that's leaving aside all the work that happens outside these platforms, like unstructured spreadsheets and PDFs saved on Google Drive.

These gaps mean finance teams lose contracts, sales teams waste hours toggling between five to six tools when contracting, and ops teams manually input data, resulting in errors and forgotten bills. Our aim is to change all this and give the seams between our favorite revenue products the love that they deserve. Your revenue and finance workflows should feel as if they were built for one user, not by five different companies.

For companies that have sales-led deals, quote to cash (Q2C) refers to the end-to-end lifecycle of the revenue process. It begins with sales teams sending quotes to their customers. When signed, the quote is followed with an order form and additional contracts. After rounds of edits from both sides as certain terms are negotiated (red-lining), the terms are signed and the deal closes. Then, contracts are handed over to finance, billing or operations teams to input into billing systems or manually invoice periodically. Invoices need to be followed up if unpaid and matched with inbound payments. If it's not clear from reading this, these steps are laborious and spread across many disjointed tools.

Finrite offers multiple solutions for each of these steps — they can be used together or separately, on top of existing platforms, to automate the handoffs between these tools: CPQ to enable quote → contract flows, and CRM connectors and AI parsers to go from CRM systems to automated billing. Embedded apps in billing systems and the CRM help with updating prices and renewing contracts.

Our bi-directional CRM → billing syncs can be installed and run out of the box, with a 2-week, no-card free trial. If you require additional customization for your flows, reach out and we'd be happy to set it up.

Other products (quoting, AI parser) require us to do an onboarding check, since they need to map onto your data and workflows. Even so, we can set up within 2 weeks, with no coding required on your end.

Finrite's philosophy is to meet businesses where they are. Rather than investing in yet another CRM or billing engine, we recognize many businesses prefer to work with tools they already have and not undertake wholesale migrations to improve their workflows. To support this, we have pre-built integrations with common tools (HubSpot, Stripe, DocuSign, Salesforce) and are expanding into newer, faster-growing platforms (e.g. Tabs).

Our CRM to billing bi-directional sync is intended to work out of the box with common configurations. However, we recognize many businesses have flows that don't map onto a standard template — in this case, we'll work with you over 2 weeks to configure a custom instance for your business, including working with your internal systems and data. Typically, we don't require any development on your end and our deployment is rapid. For AI contract parsing and CPQ / quote + contract automations, we will generally need a two-week onboarding period.

HubSpot Revenue Suite and CPQ. HubSpot has invested in building an end-to-end revenue suite with its Revenue Hub launch. While helpful to keep data in one place, HubSpot CPQ can be slow and onerous for reps to use (e.g. quotes can't be built from the deals page) and slow to send quotes from - don't take our word for it, we'd recommend timing your reps to see how long it takes! Deal structures (e.g. multi-year) require long edits at the line item level and can't be billed with full flexibility (e.g. mid-month change). Finrite gets you the benefit of keeping reps in the CRM and using CRM data while letting them blaze through quotes.

PandaDoc, Docusign. PandaDoc helps with faster drafting of proposals from CRM data, but it ends there. Full stop. PandaDoc doesn't integrate with your current billing system (e.g. Stripe Billing) and its native billing capabilities are sharply limited, resulting in manual work for finance teams and slower collection of billing data. Finrite bridges the capabilities of PandaDoc with the power of your existing billing system so that the entire hand-off can be automated.

Newer billing / revenue platforms (Tabs, Sequence, Hyperline). End-to-end, newer billing platforms like Tabs, Sequence and Hyperline are fantastic new options for managing your revenue operations as a new sales-led business. Some drawbacks worth considering - they require time-consuming migrations and can be expensive with long commitments. If you plan to maintain or launch a self-serve channel, which is very common with early teams, you'll need to split your billing stack over these and Stripe, which can be a nightmare for reporting. Metronome and Tabs in particular do not offer any quoting functionality, so you'll need a quoting module (like Finrite!) to work with them. For others, you can use Finrite to get the benefits of these platforms (e.g. quoting flows) while you stay on Stripe Billing and avoid migrations, split billing stacks and rigid + expensive contracts.

Internal build / vibe coding. If you have a simple integration, we'd recommend starting here! However, the moment you're connecting multiple tools and require bi-directional syncs, these workflows become brittle. If you require even relatively straightforward flows like turning a subscription to autocharge after a card payment is made, the complexity of your app increases dramatically. Silent failures can break your revenue engine. Use Finrite if you want a battle-tested system to handle complexity.

N8N, Zapier, SaaS Hapily. General connectors like N8N and Zapier can help with very simple automation. However, they can quickly become 20-step flows that are impossible to make sense of. You'll know yourself when you're outgrowing these, but even something as simple as deciding whether to send a one-off invoice vs. a recurring subscription can break the flow of these tools. SaaS Hapily was the first purpose-built solution to drive billing in Stripe from HubSpot. However, it's since been sunset (they are no longer accepting new users) and doesn't support Stripe's more complex features (e.g. usage based billing, multi-year pricing).

Manual solutions. You should start here at low volume — don't invest in tooling too early. But if your startup is scaling rapidly, you should act faster before silent failures. You will almost certainly wake up one day and realize you're missing contracts you need for Series A diligence, or that you left $100,000s unbilled because your finance or RevOps lead was on a (well-deserved!) long weekend. We recommend using solutions like Finrite before this happens.