Your store, CRM, payment gateway, subscription app, email and dispute tools, working as one system. We connect the software you already run and add AI agents that watch it for you. Built for subscription and DTC brands.
Orders, rebills and refunds read differently in your store, your CRM and your gateway, so nobody trusts the report.
A rebill run or a retry rule breaks and you find out from the bank balance, weeks later.
Dispute and refund alerts arrive without the order, customer and delivery data your team needs to act on them.
A checkout page, upsell step or webhook stops working over a weekend and the ad spend keeps running.
Your team exports, cleans and pastes the same data every week to build reports and fix records.
Apps, Zapier steps and scripts added over the years, with no map of what sends what, and no one watching them.
Shopify, WooCommerce, BigCommerce, custom checkouts
CheckoutChamp (Konnektive), Sticky.io, Tagada, ClickFunnels, Funnelish
Recharge, Ordergroove, Stay.ai, Skio
Stripe, NMI, Authorize.net, Braintree, Checkout.com
Ethoca, Verifi, RDR, Chargeflow
Klaviyo, Attentive, Postscript
Something else in your stack? Most tools with an API or webhooks can be connected; ask on your free call. Product names belong to their owners. Listing a tool here doesn't mean we're partnered with or endorsed by its maker.
Spot a failed or skipped rebill run the same day and tell the right person, with the orders affected.
Match each alert to its order, customer and delivery record, and hand it to your team or your dispute provider ready to work.
Notice when refunds or cancellations jump for one offer, product or traffic source, and show where it started.
Visit your checkout and upsell pages on a schedule and warn you when a page, script or webhook stops working.
Reconcile orders and subscriptions across systems and list the mismatches for review instead of guessing.
A short daily or weekly summary of what changed, what broke and what needs a decision.
Agents watch, match and report. Anything that moves money or changes a customer's subscription waits for a person on your team to approve it.
With read only access, we map every system and where each order, rebill, refund and cancellation goes, reconcile a month of numbers, and rate 8 areas. You get a findings report, a stack map and a build plan with a fixed quote.
We fix and connect the systems in the plan, set up one source of truth for orders and subscriptions, and add the agents. Milestones you can see, with nothing changed in a live system without your approval.
Tools update, apps change their APIs, offers get added. We keep the connections and agents working, month to month.
You own every account and every login. We document what we build so your team, or anyone else, can run it without us.
We connect and monitor systems. We don't give legal, compliance or payments risk advice, and we don't manage disputes. When you need that, we'll introduce you to a trusted specialist: payments risk and chargeback firms, subscription compliance advisors, processors, or a lawyer. We keep your systems sending them the data they need.
Referral fee disclosure: some specialist partners pay us a referral fee when we introduce a client. We'll tell you before any introduction whether a fee applies, and you're never obliged to use a partner we suggest. More in our Disclosures.
Fixed fee, 2 weeks. Credited in full toward a build signed within 30 days of the readout.
Connectors and agents, scoped and quoted from the audit. Most builds land between $25,000 and $75,000.
Keeps the connections and agents running as your tools change.
Every engagement starts with a free consultation, and final pricing is confirmed once we understand your stack.
Use the free Stack map worksheet: list every tool you run, who owns it, and what talks to what, in about 20 minutes. Print it or save it as a PDF.
Open the Stack Map WorksheetFree with your email. We may follow up by email; unsubscribe anytime with one reply.
A two week, fixed fee review of the software a subscription or DTC brand runs. With read only access, we map every system, trace where each order, rebill, refund and cancellation goes, reconcile one month of numbers across systems, and rate 8 areas. You get a findings report, a one page stack map and a build plan with a fixed quote. It costs $5,000 to $7,500 and is credited in full toward a build signed within 30 days of the readout.
Stores such as Shopify, WooCommerce and BigCommerce; CRMs and funnel checkouts such as CheckoutChamp (Konnektive), Sticky.io, Tagada, ClickFunnels and Funnelish; subscription apps such as Recharge, Ordergroove, Stay.ai and Skio; payment gateways; dispute alert tools; and email and SMS tools such as Klaviyo, Attentive and Postscript. Most tools with an API or webhooks can be connected, and the audit confirms what each tool's API allows before anything is quoted.
Yes. That split is the most common setup we see: a Shopify store for warm traffic and a separate funnel checkout (for example CheckoutChamp or Sticky.io) for paid traffic, each holding part of the truth about orders and subscriptions. Connecting the two, with one source of truth for orders, is usually the first thing the audit plans.
They watch, match and report: they spot failed or skipped rebill runs, match dispute alerts to the order and customer record, flag refund and cancellation spikes, check funnel pages on a schedule, and list mismatches between systems. Anything that moves money or changes a customer's subscription waits for a person on your team to approve it.
Not for the audit: it runs on read only access. For a build we agree on access per system in writing. You own every account and every login, and nothing is changed in a live system without your approval.
No. We connect and monitor systems and don't give legal, compliance or payments risk advice. When you need that, we introduce you to a specialist partner and keep your systems sending them the data they need. Some partners pay us a referral fee; we tell you before any introduction whether one applies.
Book a free 20 to 30 minute call and bring a list of the tools you run and what keeps breaking. If you'd rather prepare first, the free Stack map worksheet takes about 20 minutes.
A free, relaxed 20 to 30 minute call. Bring a list of the tools you run and what keeps breaking.