Automating quote-to-cash workflows with Attio and Hyperline
Scaling a SaaS business requires closing the gap between a deal won in your CRM and a payment received. By connecting Attio with Hyperline, you can automate the flow of financial data, ensuring that every contract signed results in an accurate, real-time invoice without manual data entry.
Bridging the gap between CRM and billing
In a traditional setup, "Closing" a deal in Attio is just the beginning of a manual billing process. Hyperline eliminates this friction by serving as the automated billing engine that sits right next to your Attio records.
How the integration enables Q2C automation
Automated synchronization of company and contact data
With the native Attio integration, Hyperline connects directly to Attio to sync companies and people. When you update a customer record in Attio, the information is reflected in Hyperline, ensuring that invoices are always sent to the right person with the correct billing details.
Real-time visibility of subscriptions and invoices
Instead of switching between tools, you can view all active subscriptions and historical invoices directly within the Attio interface. This transparency allows sales teams to manage renewals and expansion opportunities as soon as the data changes in Hyperline.
Financial metrics for automated segments
Hyperline pushes key performance indicators like ARR (Annual Recurring Revenue) and MRR (Monthly Recurring Revenue) directly into Attio. You can use these metrics to build automated segments in Attio, triggering success plays when a customer's revenue profile changes.
The benefits of a unified revenue stack
- Eliminate manual errors: By syncing Attio data with Hyperline, you remove the need for double data entry.
- Accelerate cash flow: Reducing the time between a closed deal and an issued invoice means getting paid faster.
- Support complex pricing: Hyperline handles the billing logic for subscriptions and usage, while Attio handles the relationship.
Conclusion: a streamlined path to revenue
While Attio manages your relationships, Hyperline manages your revenue. Together, they provide a modern, automated path from the initial quote to the final cash reconciliation, allowing your team to focus on growth instead of administrative tasks.