Connect with the finance tools

Give agents the order and subscription details they need, and reach buyers the moment a payment fails.

Feed the numbers your conversations produce into the plans your finance team builds.

Bring support and demand signals from chat into the plans your business runs on.

Answer billing questions with the BlueSnap payment in view, and reach out when one fails.

Give agents the Braintree transaction behind every billing question, and act on disputes sooner.

Use the conversation as dispute evidence, and reach the customer before a case is decided.

Answer plan, invoice and renewal questions with the Chargebee subscription in view.

Turn Chargify billing events into conversations, from usage questions to failed cards.

Explain a declined payment while the buyer is still on the page, with the Checkout record in view.

Answer purchase order and invoice questions from Coupa without handing out a login.

Answer resident questions from Entrata, from a rent balance to a maintenance request.

Answer order, stock and account questions from Epicor without opening the ERP.

Answer Lexoffice invoice and payment questions in Tidio, and issue the document from the chat.

Answer invoice, order and account questions in Tidio with Microsoft Dynamics GP data.

Show the NetSuite order, invoice and balance in Tidio while the customer is still chatting.

Answer billing and subscription questions in Tidio with the Ordway invoice in view.

Look up a PayPal transaction in Tidio and issue the refund you just agreed.

Send support and revenue signals from Tidio into Pigment plans, and act on the alerts.

Answer balance, invoice and top up questions from PortaBilling in the chat.

Answer invoice and payment questions in Tidio with the QuickBooks record in view.

See the Recurly subscription, invoice and dunning state before you answer in Tidio.

Answer billing, usage and provisioning questions in Tidio with the Rev.io account in view.

Answer order, invoice and stock questions in Tidio with SAP Business One data in view.

Answer invoice, order and stock questions in Tidio with Sage 300 data in view.