Build Billsby workflows with AI Agents

Billsby is a powerful subscription billing platform that simplifies automated billing, invoicing, and customer lifecycle management for growing businesses. When you combine Billsby with Runbear's AI agent platform, your team supercharges its ability to access billing data, drive revenue operations, and collaborate—all directly from the chat tools they already use. Imagine on-demand revenue charts, instant answers to billing questions, and automatic financial insights, seamlessly delivered to your whole team in Slack or Microsoft Teams. In this guide, we’ll explore why Runbear + Billsby is the intelligent agent foundation for smarter, more connected subscription management.

About Billsby

Billsby is a leading subscription billing software designed to help businesses automate recurring billing, manage customer subscriptions, and streamline revenue operations. With features like advanced plan management, integrated checkouts, multi-gateway support, tax compliance, and robust analytics, Billsby empowers companies to launch, scale, and optimize subscription models. Teams adopt Billsby to reduce billing errors, cut time spent on invoicing, and provide a seamless payment experience to their customers. Its developer-friendly API and flexible pricing make it a favorite for SaaS startups and established enterprises alike seeking agility and growth in the subscription market landscape. Whether you’re managing thousands of subscribers or just starting out, Billsby unifies your revenue workflows and customer insights in one intuitive platform.

Use Cases in Practice

Let’s dive into real-world ways AI agents from Runbear revolutionize Billsby-powered workflows. Instead of logging into dashboards or emailing cumbersome spreadsheet exports, your team can ask for MRR growth, recent signups, or payment statuses right inside Slack. Here’s how it works: Chat with your AI agent and request an update—"Show me this month’s churn data"—and the agent fetches Billsby analytics, creates a chart, and shares it in the team channel. Schedule daily or weekly reports to keep leaders instantly informed. When customer success asks about a particular subscriber, the agent checks Billsby for payment history and plan details—no more context switching. Support teams get Billsby documentation synced, enabling the agent to auto-answer questions like "How do refunds work?" Drawing on similar automation principles as our Slack-to-Google Docs documentation workflow and rapid KPI reporting strategies, these use cases push financial transparency and team collaboration forward.

Billsby vs Billsby + AI Agent: Key Differences

When using only Billsby, teams must do much of the work manually—pulling reports, searching for customer data, and disseminating updates. By integrating with Runbear, AI agents automate repetitive tasks, eliminate context switching, and surface insights in the flow of team collaboration. The result is more responsive, coordinated revenue operations and streamlined decision-making—without extra logins or repetitive manual work.

Implementation Considerations

Before integrating Billsby with Runbear, teams should consider several practical factors. Setup requires connecting Billsby to Runbear and defining key report or knowledge retrieval workflows. Team training is important—members need to learn how to interact with the AI agent in Slack or Teams for maximum gains. Change management involves shifting from manual reporting to trusting automated AI insights. Evaluate the cost of agent usage versus manual time saved. Ensure you have the right Roles/Permissions in Billsby for secure data retrieval and are prepared to maintain clear data governance. Ensure your organization’s readiness to adopt AI-driven workflows, and allocate time for onboarding and documentation—much like rolling out any new process automation platform. Successful implementation starts with clear objectives, adoption champions, and iterative optimization.

Get Started Today

The integration of Runbear’s AI agent with Billsby empowers your team to automate revenue reporting, access subscription data instantly, and boost overall collaboration—directly inside your team’s chat platform. As subscription management grows more complex, intelligent agents remove friction from billing workflows and data retrieval, letting your team focus on growth. Ready to transform the way your team works with Billsby? Try Runbear and unlock smarter, more efficient collaboration with AI-driven automation today.