The Company provides a CRM-integrated B2B payments and billing automation platform for businesses using leading CRM and cloud accounting systems. In market since 2017, the business generated approximately $404K of TTM revenue, spread across SaaS subscriptions, usage-based overage fees, and a growing stream of payment processor residuals under written agreements.

The platform supports invoicing, subscriptions, payment plans, deposits, and ACH and card payments, with every transaction synchronized between CRM records and accounting ledgers. It offers multiple payment gateways, broad currency coverage, a self-service customer billing portal, and connectors into field service and project management tools. Deep, bidirectional integrations between HubSpot, QuickBooks and Stripe, and the ability to handle complex billing scenarios that native tools do not address, create meaningful switching costs for customers.

Operations are fully remote and handled by a three-person contractor team covering operations, development, and support, with the founder contributing only a few hours per week and available for a structured transition. Infrastructure runs on a cloud stack with remaining promotional credits, and the business comes with the full platform source code, certified marketplace listings, processor agreements, and customer contracts, subject to standard partner consents. The model offers a scalable base for buyers seeking a low-owner-involvement, ecosystem-embedded B2B payments platform with multiple recurring revenue streams and clear opportunities to expand payment volume and improve onboarding conversion.