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Meet Pip, your billing teammate
Ask in plain words. Pip looks things up, creates records and walks you through setup, using the same permissions you have.
Try it
See a guided setup
A scripted demo of how Pip onboards a new admin. Tap an answer to continue.
Pip
Guided setup
By role
What Pip can do for you
Admin
- Guide you through setup
- Create products, plans, taxes and discounts
- Import customers
- Pull business reports
Staff
- Draft subscriptions
- Run billing
- Confirm or send invoices
- Record payments after you confirm
Customer
- List your subscriptions
- Find your invoices
- Open the right page
Under the hood
Real tools, not guesses
Pip fetches facts with tools instead of inventing numbers. If a lookup finds nothing, it says so.
navigateOpen a page of the app
suggest_repliesShow tappable answers
list_subscriptionsLook up subscriptions
list_invoicesFind invoices, including overdue
create_customerAdd a customer
import_customersBulk add from a list or file
create_subscriptionDraft a subscription
subscription_actionConfirm, activate, close or invoice
run_billingInvoice everything due
invoice_actionConfirm, send or cancel
record_paymentRecord a payment
get_reportMRR, revenue, overdue
setup_businessCreate a starter catalog
create_product / plan / tax / discountCreate catalog items
Setup story
From a sentence to a working catalog
Tell Pip what you sell. It asks one short question at a time (cadence, GST, first product), shows a summary and builds it only after you approve. Then it suggests the next step: add customers, draft a subscription or run billing.
Talk or type
Use voice input when your hands are busy.
Attach files
Drop in a CSV, PDF or image of customers and Pip reads it.
Asks first
Closing, cancelling and payments need your explicit yes.
Does the chaining
Multi-step jobs run end to end, then Pip summarises.
Safe by design
- Pip states what will happen and waits for your explicit yes before closing a subscription, cancelling an invoice or recording a payment.
- Customers only ever reach their own data. Pip follows the role of the person using it.
- Bulk imports show a preview first and send no emails unless you ask.
Frequently asked questions
Put Pip to work
Create your account and let Pip set up your first catalog.