Case Study: AutoKlose streamlines subscription management and revenue forecasting with ChargeOver

AutoKlose Streamlines Subscription Management, On-Boarding New Customers, and Revenue Forecasting with ChargeOver’s Xero Integration

AutoKlose, a subscription‑based sales and marketing platform with over 200 active subscriptions, struggled with its previous billing system — it couldn’t break down usage data, forecast revenue, securely capture new sign‑ups, or integrate with Xero, which created friction for the accounting team. Seeking a better solution, AutoKlose selected ChargeOver for its ease of use, multi‑subscription management and native Xero integration.

ChargeOver implemented a seamless onboarding and Xero integration that securely captures website and phone sign‑ups, automates billing and dunning (including suspension after unpaid periods), and preserves Stripe processing. As a result of ChargeOver’s solution AutoKlose can generate combined sales/user/accounting reports on demand, improved revenue forecasting, reduced operational work (one fewer full‑time accounting role), and faster, more accurate financial reporting.

Autoklose

Shawn Finder

Chief Executive Officer