AI helper

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

Demo

Pip is typing...

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.

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.