Fullstack Advisory streamlines software billing for 300+ clients with Rechargly

Fullstack Advisory, a rapidly expanding accounting firm based in Australia, faces the challenge of efficiently managing software disbursements for over 300 clients. As COO, Tanya juggles numerous responsibilities, yet manual reconciliation of CSVs and invoices from software vendors remains a time-consuming and low-value-add task.

The challenge: Manage software disbursements for multiple vendors

Tanya's current process involves maintaining a spreadsheet to reconcile charges, highlighting changes, and manually updating client proposals. This process not only consumes valuable time but also lacks scalability and efficiency. Below is an example of what the reconciliation would look like in a given month:

The solution: Automation through Rechargly

Rechargly looks to solve three distinct pain points for Tanya:

✅ Automating the reconciliation process, eliminating the need for manual spreadsheet management.

✅ Streamlining proposal updates when client subscriptions change

✅ Facilitating scalable communication with clients regarding billing changes.

1. Reconciliation process

Rechargly eliminates the need to reconcile the Invoices and CSVs on a spreadsheet. Tanya sets up forwarding rules to automatically import the charges into Rechargly. Implementing this process means she no longer has to maintain a spreadsheet.

2. Proposal updates

When client subscriptions change, Rechargly automates the process of updating client proposals, reducing manual effort and ensuring accuracy and consistency across all client accounts.

3. Scaling communications

Clear and concise communication with clients is crucial to avoid surprises regarding billing changes. Rechargly automates communication by notifying affected clients of pricing changes and providing detailed breakdowns of charges per vendor in invoices.

How does Rechargly fit in with the rest of your tech stack?

Rechargly integrates with Fullstack’s software stack, primarily Xero and Stripe, to make the billing and reconciliation process seamless. The integration allows invoices to be created and reconciled on Fullstack’s behalf, which creates further efficiencies with their internal accounting process.

What would you say to someone considering implementing Rechargly?

Since implementing Rechargly, Fullstack Advisory has:

• Replaced spreadsheets with automation for over 300 clients
• Created a fully scalable disbursement workflow
• Removed manual proposal updates and invoice edits
• Improved transparency and consistency across all client billing

"We used to spend hours each month wrangling CSVs and editing proposals. Now it’s handled automatically, and our entire process is tighter and more scalable."