Turn the visitors who chatted with you into the audiences your ads actually pay for.
Get more done with Tidio and Freewheel Financial integration
Answer advertiser billing questions from Freewheel Financial instead of a spreadsheet trail.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Advertising
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Freewheel Financial
Explain the invoice
The Freewheel Financial invoice and its lines reach the conversation, so an agency asking why an amount changed is answered rather than promised a callback.
Route the dispute
A billing disagreement becomes a case with the Freewheel Financial invoice and campaign attached, so finance and ad ops see the same thing.
Answer the pacing question
Budget pacing from Freewheel Financial lets ad ops tell an advertiser where a campaign stands without building a report first.
Confirm the payment
Settlement status answers whether money has moved, which is most of what a collections conversation is actually about.
Overview
Freewheel Financial holds the invoices, the settlements and the pacing behind media campaigns, and every discrepancy turns into a conversation with an advertiser or an agency. Connected to Tidio through Zapier or the Tidio API, the chat answers from the record: what was invoiced, what was delivered, where a payment sits. Disputes are raised with the invoice attached, so finance starts with the numbers rather than a forwarded email.
Key features
- Answer invoice questions with the Freewheel Financial record behind the reply
- Raise a dispute properly so the invoice and the campaign are attached from the start
- Show delivery against billing using what Freewheel Financial reconciled
- Answer pacing questions before a budget conversation becomes an argument
Freewheel Financial
Advertising
Tags
Conversion Tracking
Marketing Automation
How it works
Connect Freewheel Financial in minutes
1
Connect Tidio and Freewheel Financial
Link them with Zapier or the Tidio API, with read access to the Freewheel Financial invoice and campaign data you allow.
2
Decide what is answerable
Choose which Freewheel Financial fields reach a conversation and which questions are routed to finance.
3
Keep the ledger in place
Freewheel Financial stays the system of record for billing, and the chat answers questions about it.
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Frequently asked questions
Common questions about the Freewheel Financial integration
Who should have access to this?
Normally your own ad ops and finance teams, with anything advertiser facing limited to status. Freewheel Financial keeps the underlying data and its permissions.
Can this speed up disputes?
It removes the slow part. A dispute raised from a conversation already carries the Freewheel Financial invoice and campaign, so nobody spends a day working out which numbers are being questioned.
Is the Freewheel Financial integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Freewheel Financial integration.