Comparison of subscription, billing and financial management tools for B2B SaaS companies
|Braintree, Stripe||Braintree, Stripe||Braintree, Stripe||Braintree, Stripe||Stripe, Paypal, not Braintree|
One-off (non-recurring) billing
|Manual payments by customer based on invoice and payment instructions||Yes, can include payment link||Yes||Yes||Yes|
Billing of recurring subscriptions
|Ability to create subscription plans, add-ons, service packs, …||Name|
Price points and months (billing interval)
Professional services can be charged: one-off component tied to a subscription, generates an invoice.
|Everything needs to go through a plan|
Subscriptions term is separate from billing cycle
|Charge types: one-time vs recurring|
Override plan settings per subscription
|Subscription cycle and billing cycle separate||Plans and addons can be recurring or non-recurring|
|Ability to invoice subscription (in advance or in arrears)||Select product/components and pricepoint|
Choose cc billing or invoice billing
Set billing date = subscription start date
|Separate billing cycle from subscriptions: “The Unbilled Charges feature separates the creation of subscription related charges from the invoicing of them.”||Yes||Yes|
|Ability to invoice one-off professional services||Via components||Fixed fees seem to have a period|
Via a charge, this is not a product
Via a 1 term subscription but this includes a term on the invoice
|Yes: as a non-recurring add-on, can be invoiced separately||Yes||Via a blank subscription|
|Ability to use multiple currencies||Only 1 currency per “site”, a site has completely different plans,pricing,reporting, ….||Yes||Yes and with automatic conversion to base currency||Yes||Yes, with auto-exchange rate|
|Ability to discount subscriptions or professional services||Through coupons that can be tied to a specific component, but then apply each time you add that component, so you need to expire the coupon each time you use it.|
Fixed amount discount is to be used.
|Discounts via coupons apply to subscription first then other lines||Yes, and attached to specific product or add-on||Yes||Yes both separately possible|
|Ability to brand your invoice||Logo only||No||Logo, icon, primary color.|
Invoices in multiple languages.
|Logo only||Full HTML|
|Ability to add a custom invoice or receipt number||Yes||Yes, support team needs to do this||Yes, with prefix, reset||Yes||Yes|
|Ability to add custom fields to your customer or invoice||Custom fields are added to subscriptions, dropdown, radio button, text||To account or subscription, free text||Json metadata.|
All types of custom fields can be added to customer, subscription, plan, add-on.
|Tags on customers; categories for products; custom fields on customers, subscriptions, invoices, products, transactions, admin users.||Yes, and buttons with actions|
|Ability to meter usage and trigger invoicing||Yes, with details for customer for eg. tiered pricing||Yes|
|Ability to import existing subscriptions||Very basic import of contacts, need to add subscription data yourself.|
Cannot add subscription data in the past.
|Yes, via professional services||Yes, complete||Through CSV file||Import existing customers.|
Import existing subscriptions manual only.
|Integration with your SaaS product (UI integration)||Billing portal to be enabled per customer, generates a link.||Billing portal enabled accross customers.|
Payment info url and/or billing portal available.
|Chargebee portal via SSO|
Via drop-in script
Via url as a setting
|Customer portal as an iframe on your own domain.|
No up/downgrading via portal.
|Portal can be enabled per customer.|
|Webview of invoice with payment link||Included in email||Yes||Yes||Yes||Yes|
|Ability to see recurring vs. non-recurring billing||Yes||No|
|Ability to see MRR, churn, upgrades over time||MRR seems to be off for 12 month advance billing|
“Paid subscriber” = number of subscriptions?
Has types of churn (gross, net, …).
|Reporting is not real-time, delayed by 24 hours|
Has churn reasons analysis
|Via revenuestory||Has churn reasons.|
Churn not calculated as a percentage.
MRR only available for last 12 months.
|Limited (no upgrades, downgrades).|
|Ability to segment metrics according to product, plan||Yes for MRR and churn||No||No||No|
|Ability to segment metrics according to custom customer field (industry, type, …)||No||No||No||No|
|Monthly||Yes, Through the ‘finance report’.|
Does not have a subscription start date.
|Pro-rated for changes||Yes||Yes||Yes||No||Yes|
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Disclaimer: this comparison table is the result of our internal research, we do not take responsibility for errors in this table. Please contact us at firstname.lastname@example.org to report inaccuracies.