Enterprise prospects bring long spreadsheets of requirements, currencies, taxes, ERP exports, SOC 2 evidence. We kept losing deals until we treated those asks as product features rather than one-off projects. Here’s how we answer the most common requests today.
Currency and Tax Basics
- Plans support price books per currency. Finance sets exchange rates or lets the system fetch daily rates.
- We plug into Avalara/TaxJar when deals need region-specific compliance. Tax-exempt flags travel with the customer account.
Invoices That Fit Procurement Rules
UsageBox lets us upload invoice templates with custom branding, PO fields, and local language clauses. Legal signed off once and we reuse the templates across regions instead of editing PDFs every month.
Usage Exports for Chargebacks
Large accounts often need department-level reports. We tag events with metadata from their identity provider and schedule CSV exports to S3 each night. They feed those into internal chargeback tools without pinging us.
Compliance Proof
- SOC 2 evidence: audit logs show who changed pricing and when, plus immutable usage histories.
- Privacy: access controls map to roles; deletion requests propagate through Firestore with traceable records.
Systems Integration
We sync summarized invoices to Netsuite and Microsoft Dynamics via API. Batch jobs handle backfilling historical data, and error queues flag anything that fails. Identity runs through SAML/OIDC so IT can manage user access centrally.
Rolling Out to Enterprises
- Run a requirement workshop with finance, security, and IT in the room.
- Configure a sandbox tenant with their currencies, taxes, and invoice template.
- Prove the export and ERP integrations using their sample data.
- Document the control environment so procurement and security teams can file it away.
The requests haven’t changed, but now we meet them with a repeatable setup instead of bespoke engineering every time.