Following their rapid growth with enterprise customers like Midjourney, Clay, PostHog and Render - Inkeep needed a revenue automation platform that could scale with their momentum. Sequence provided the billing and quote to cash foundation to support their expansion without the lengthy implementation timelines or extensive HubSpot configurations required by traditional billing platforms.

The Challenge

1. Prevent revenue leakage from manual billing operations
2. Fragmented invoicing across five disconnected systems
3. No scalable process ahead of major product launch
   

"We needed to get our billing and quote to cash process under control fast. Other platforms we evaluated either required 10-12 weeks of heavy HubSpot configuration or couldn't handle the flexibility we needed around price ramping for our pilot-to-paid transitions."

Jonathan Smith (Head of Business Operations)

The Solution

Automated pilot-to-paid transitions with billing phases

Inkeep's standard 2-month pilot periods with custom discounted pricing automatically transition to paid annual/monthly terms in Sequence. Product-level discounts display pilot pricing clearly in quotes, and are automatically removed for paid periods. Billing schedules generate invoices based on defined contract phases without manual intervention, reducing monthly billing time by 90% compared to their previous manual tracking process.

One unified platform for the entire contract to cash and revenue process

Inkeep consolidated invoicing from 4 different systems (Brex, Bill.com, Stripe, manual invoicing) into one unified platform while maintaining Stripe for payment processing. Sequence's native HubSpot integration automatically pushes deal data, allowing sales to track their pipeline while finance manages billing in Sequence, eliminating the need for spreadsheet tracking and Slack reminders. Each quote creates a billing schedule that, once activated, automatically generates invoices throughout the contract term, with all deal data syncing back to HubSpot via Sequence's bi-directional integration.

Faster contract negotiations with MSA attachment
Because Inkeep's AI agents require deep system access and handle sensitive customer data, every enterprise deal involves extensive legal review and MSA redlines. Sequence allows teams to attach finalized MSAs and redlined agreements directly to order forms, reducing the friction in contract negotiations. This approach contributed to Inkeep closing deals 20% faster compared to their previous manual process.

2-week implementation

After evaluating DealHub's 10-12 week implementation that would have required heavy HubSpot customization and reliance on their CRM for their quoting process, and Salesbricks’ inflexibility around MSA redlining, Inkeep went live with Sequence in under 2 weeks. From contract signature to sending their first enterprise quotes with automated billing schedules, the lightweight implementation meant Inkeep could start quoting immediately without extensive system reconfiguration - critical timing as they prepared for their public launch and announcement.

Get in touch to book a Sequence demo.