Subscription management platform for next-stage B2B companies

A recurring billing platform for mid-market companies with automation across the full billing workflow and a faster path to go-live. It features subscription lifecycle changes, customer self-service, partner billing, and support for modern pricing models.

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What keylight covers

One platform for pricing, billing, CPQ, self-service, and revenue recognition

keylight is a subscription platform for mid-market B2B companies that need recurring billing automation across the full commercial and operational flow. It supports recurring invoicing, per-seat and tiered pricing, pricing logic, embedded CPQ, self-service, and revenue recognition, all in one system. This makes it easier to launch recurring models, manage contract changes such as mid-cycle upgrades or downgrades with proration, and keep billing operations aligned with CRM, ERP, and downstream finance processes.

Multi-Model B2B Recurring Billing

Mixed subscription and service models
Tiered, hybrid, volume-based pricing, with automatic re-rating
Native support for complex account hierarchies

Rule-Based Billing Lifecycle Automation

Tax rules, zero-rating, reverse charge mechanisms, and withholding tax logic
Mid-term amendments, proration, aligned and auto renewals
Notifications, payment routing, invoice lifecycle automation

Advanced Pricing Logic

Promo codes, dynamic discounts, and guided pricing for sales teams
Pricing adjustments through configurable logic
Contract-specific pricing, approval rules, quote-level adjustments

Embedded CPQ & Integrations

Native integrations and API-first custom integrations
Embedded headless CPQ inside CRM
Product and quote setup maintained centrally

Customer & Partner Self-Service

Branded portals for customer and partner self-service
Configurable order journeys and approval workflows
Native portal capability — not a separate add-on

Revenue Recognition & Analytics

ASC 606 / IFRS 15 revenue recognition
Revenue analytics and predictive insight
Finance-ready outputs for downstream accounting systems

keylight advantages

5 reasons why B2B leaders are moving to keylight

keylight gives B2B companies an end-to-end subscription platform that fits existing system landscapes, can take over recurring billing processes in stages, and supports international operations through data centers across different regions, currencies, locales, and business entities. It is designed for faster go-live times with no requirement for a third-party implementation partner. Direct support from keylight is included, with trusted local partners available as an option. The platform includes built-in application layers such as a customer self-service portal, embedded CPQ inside CRM, and other ready-to-use capabilities.

keylight fits the existing setup

keylight has an integration-ready foundation with API-first connectivity and extensible system architecture, which makes it possible to work with core business systems, more specialized applications, and internally built tools.

You can introduce keylight in stages

keylight can take over the recurring billing processes that need more automation, logic, or control first, while the rest of the setup stays in place until a broader shift becomes the better path.

keylight has global reach

keylight supports customers across North and South America, Europe, and APAC. Data centers are available in different regions, and the platform works with multiple currencies, languages, locales, business entities, and pricing rules by country or market.

Faster go-live time with deep implementation expertise

keylight is designed to go live through platform configuration rather than a heavy implementation layer around the product, including more complex recurring billing scenarios. Implementation can be led directly by keylight, with local partners available where preferred. This keeps rollout more direct and creates a simpler base for market expansion.

Ready-to-use application layers

Built-in application layers such as customer self-service, embedded CPQ inside CRM, and configurable order journeys are available from the start. That gives teams ready-to-use functionality for day-to-day subscription operations and changes through rules and if-then logic.

Improved customer and partner experiences

Customer Self-Service, Partner Workflows, & Order Journeys

keylight includes out-of-the-box customer and partner self-service portals as part of the core subscription platform. Portals can be branded quickly and configured for account actions such as adding or removing licenses, changing quantities, moving between tiers, viewing invoices and payment history, and updating payment methods. The same portal layer also supports order journeys, approval workflows, permissions, and follow-up actions triggered directly from portal activity.

Self-Service Portals

Customer Portal

Launch a branded customer and subscriber portal in under 30 minutes, or embed customizable components into existing systems. Support account actions such as adding or removing licenses, changing quantities, moving between tiers, viewing invoices and payment history, updating payment methods and other permitted actions.

Partner & Reseller Portal

Support partner and reseller portal access for account actions, ordering steps, approvals and partner-specific commercial processes. Flexible account structures and permissions help control who can view, manage, approve or trigger each action. Deploy as an entire portal or embed pre-built components into existing systems.

keylight checkout cart builder and customer self-service subscription overview portal

Guided Portal Journeys & Automated Workflows

Portal-Driven Follow-Up Actions

Actions taken in the portal can trigger the next operational step automatically. For example, this can include sending an order request, provisioning request, internal notification, or fulfillment instruction to the right connected system or team.

Order Journeys & Approval Workflows

Support pre-defined journeys for purchases, upgrades, renewals, quote acceptance, retention offers for cancellations, and other portal actions. Approval workflows can add an internal review before account, billing, or payment changes are confirmed.

For IT & RevOps

Recurring Billing Data Structure & System Integrations

keylight connects with ERP and CRM systems such as HubSpot, Microsoft Dynamics, Salesforce, Pipedrive, NetSuite, Sage, Xero, SAP, and other systems. Integration coverage also includes payment processors, tax engines, signature providers, authentication providers, and other external or internally built tools. keylight can be embedded into the CRM for quote and offer creation, which is known as embedded CPQ functionality. Its API-first architecture also supports future stack changes and custom integration needs.

Prebuilt Integrations & Integration Coverage

Connect keylight with a broad range of CRM, ERP, finance, payment, tax, signature, authentication, and SSO systems
Native and custom integrations, with new prebuilt integrations added continuously
Integration support for internally built tools with unique data requirements

Embedded CPQ Inside the CRM

Use keylight inside the CRM through an embedded, iframe-based experience for quote and offer creation
Available for CRM systems such as Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics
Product, pricing, and approval logic defined once and maintained centrally

API-first Connectivity, Webhooks, & Notifications

Trigger provisioning, fulfillment, internal alerts, and other follow-up actions across connected systems
API-first connectivity for custom integrations and future stack changes
Webhooks and notifications triggered by platform events

Custom Fields, Custom Objects, & Scheduled Data Syncs

Custom fields and custom objects for business-specific billing data, such as ERP identifiers, catalog mappings, or regional attributes
Scheduled or real-time inbound and outbound syncs through APIs or file-based flows
Data mapping support for legacy subscriptions, contracts, and billing records

Example industry contexts

How keylight supports subscription use cases across selected industries

The examples below illustrate how keylight can support practical subscription scenarios across security software, healthcare IT, HR software, and legal tech. They include use cases such as MSSP and reseller billing, clinic and hospital account structures, headcount or location-based subscription changes, legal product add-ons, and account actions managed through self-service.

Security Software

Mid-year seat additions handled through a customer self-service portal
Structured recurring billing models that support endpoint, SIEM, and threat intelligence offerings
MSSP, reseller, and direct-customer billing managed in the same platform

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Healthcare IT

Per-user and per-facility pricing for hospital systems, clinic groups, and individual practices
Annual renewals automated with configurable notice periods and approval workflows across clinics, sites, or business units
Multi-site customer accounts, including hospital networks and individual practices, billed under one parent structure

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HR Software

Employer subscriptions billed by seats, covered employees, locations, or workforce packages
Headcount, covered-employee, and location changes reflected automatically in recurring billing without ERP workarounds or manual rework
Parent employer accounts structured across subsidiaries, regions, or legal entities under one billing model

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Legal Tech

Subscription models for matter-, case-, and workspace-based legal products
Recurring subscription add-ons can be used to offer additional modules such as jurisdiction-specific content, practice-area functionality, or portfolio features
Structured recurring pricing models for document review, contract workflow, and other legal operations

Solution Design & Rollout

Implementation support for stack design & data flow

There is no single blueprint for how recurring billing should fit into a stack. Some companies keep product definitions in ERP. Others manage more commercial logic in the billing layer. Many evolve the setup over time. keylight supports different approaches and helps define the right system boundaries, data flows, and source-of-truth model for the business.