Purser by ConversionIQ.ai

Every payment finds its invoice, and your bank agrees.

Bill any deal you sign, and get paid by card, ACH or wire from anywhere. Purser matches each payment to the right customer and invoice, and keeps your books in step, so you always know what came in and what's coming next.

INV-2041 · Casa Verde Hotels

USD 1,497.00Paid and booked

  1. Invoice sent

    Nov 1

    Custom plan, usage and tax. Net 15.

  2. Wire received

    Nov 3

    From CASA VERDE HTLS SA. No memo, no invoice number.

  3. Matched to INV-2041

    Nov 3

    Paid into Casa Verde's own account number.

  4. Booked

    Nov 3

    Invoice and payment synced to accounting.

Nobody on your team touched it.Bank and books agree

Why Purser

Most billing tools stop at “sent”.

They send the invoice and call it done. Getting paid, working out who paid, and getting it into the books is left to your team. That's the part that eats the week, so that's the part Purser does.

  1. 01

    Deal signed

    Standard plan or a custom one

  2. 02

    Invoice sent

    On time, with usage and tax

  3. 03

    Paid

    Card, ACH or wire, from anywhere

  4. 04

    Matched

    To the right customer and invoice

  5. 05

    Booked

    Synced to your accounting software

  6. 06

    Forecast

    What's landing next month

Where most billing tools stop

Where Purser keeps going

Try it

Money came in. Whose was it?

A wire with no memo. Three clients who pay the same amount. One who pays two invoices at once. Flip the switch and see what Purser does with Monday's deposits.

Monday's bank deposits

5 deposits, 0 matched

  • ACH CREDIT · MESA DENTAL

    USD 199.00

    Three customers pay USD 199.00 a month.

    Could be 3 customers
  • WIRE IN · CASA VERDE HTLS SA

    USD 1,497.00

    No invoice number anywhere in the memo.

    Unmatched
  • WIRE IN · KESTREL FIT

    EUR 1,200.00

    Different currency, shortened name.

    Needs a person
  • ACH CREDIT · HPINE LLC

    USD 998.00

    Two months at once, or a double payment?

    Partial or double?
  • ACH CREDIT · J RIVERA

    USD 250.00

    Nobody by that name in the customer list.

    Unknown payer

These clients are made up. The deposits are the kind your team sees every week.

What you get

Everyone who touches billing gets their time back.

Purser isn't just for whoever runs billing. Everyone who sells, collects, reports or pays gets something out of it.

Accounting

Close the month without matching bank lines by hand.

  • Wires and ACH payments matched to their invoices on their own
  • The few it can't be sure about come with the evidence
  • Invoices, payments and refunds synced to your accounting software

Account managers

Sell any deal you can agree on.

  • Custom plans in minutes, without an engineering ticket
  • Upgrades, add-ons and mid-month changes, prorated for you
  • Every client's billing and payment history in one place

Leadership

Know what's landing next month, not just what you invoiced.

  • Recurring revenue, collections and overdue invoices at a glance
  • A forecast built from renewals, usage and open invoices
  • Read-only access, so you can look without breaking anything

Your customers

Pay the way they already pay.

  • Card, ACH or international wire, in their own currency
  • Invoices, receipts and usage in their own billing portal
  • Update a card or change plans without emailing anyone

Any deal

Price it however you like. Purser will bill it.

Monthly or yearly, in your client's currency, with tax worked out for where they are. Mix all of it on one subscription.

Plans

Public plans for self-serve signups, and one-off deals for the clients who need them.

Add-ons

More seats, brands or profiles. Added any day, prorated to the day.

Tiers

Volume and graduated pricing, so the price per unit drops as clients grow.

Usage

Included allowances, overage rates and spend caps, billed from what your platform reports.

Not tied to one payment company. Use the gateway you have today, add another later, or send clients in a region through the one that works best there.

ConversionIQ

Built to run ConversionIQ's own billing.

Self-serve plans on a card, custom enterprise deals, usage overages and clients paying by wire from around the world. That's ConversionIQ's billing, and Purser is built to handle all of it. Then yours.

ConversionIQ

The platform behind Chatti, and Purser's first customer.

Explore ConversionIQ

Early access

Tired of asking who paid?

Purser is in active development, running ConversionIQ's billing first. If your team loses days to recurring invoices, usage charges or wires from abroad, tell us about it.

hello@conversioniq.ai