Get the first week of every month back.
ChargeOver runs your retainer billing on autopilot — invoices, payment collection, retries, and QuickBooks sync — so month-end stops being a fire drill.
No sales pressure · 30 minutes · We’ll tell you honestly if it’s a fit.
Sound familiar?
You close your clients’ books on time. How about your own?
The first week of every month is gone.
Generating retainer invoices, adding project hours, chasing payment methods. The spreadsheet you swore was temporary is now load-bearing.
Outgrew your billing system, but afraid to switch?
Most firms put off a migration because they’re terrified of disrupting clients. Acuity migrated 300 clients in 5 days — over a single weekend — without breaking a thing.
“We’d hit the 5th of the month and three people would just… stop doing client work. It was the cost of getting paid.”
If you’re coming from another system
We’ve migrated firms from all of them. Painlessly.
Whether you’re duct-taping QuickBooks, running on a $50K/yr Zuora contract, or stuck in a spreadsheet that’s now load-bearing — the migration playbook is the same. We’ve done it hundreds of times.
The fix
Retainer billing that runs without you touching it.
Three things stop being your problem.
Set each plan once. We invoice forever.
Fixed retainer, hourly, tiered packages, annual prepay — even one-off project hours land on the same invoice. Configure it once. Walk away.
- Bronze / Silver / Gold tiers out of the box
- Recurring + ad-hoc on a single invoice
- Annual prepay with monthly revenue recognition
Every invoice and payment flows into QuickBooks.
Native sync to your books of record. No CSV exports, no manual journal entries, no “wait, did this one get booked?”. Your GL is always current.
- Connects in under 10 minutes
- Xero, Avalara, and 30+ other integrations
- Zero engineering tickets required
Stop chasing payment. Stop doing free work.
Auto-collect ACH and credit cards. Auto-retry failures. Auto-pause clients past 60 days — policy-driven, not awkward. They pay, services resume the same hour.
- Failed cards retry on a smart schedule
- Client portal lets them self-update payment methods
- Keep your current payment processor
What a 10-day migration actually looks like.
The biggest variable isn’t us — it’s how organized your existing client data is. Acuity had theirs ready Day 1, which is why their full migration wrapped in five. Most firms take 7–14 days end-to-end, almost all of it in data prep.
1–5+
Data prep (the long pole)
Pulling clean client lists, plan details, and payment methods from your old system or spreadsheets. If you have it ready Day 1, we move at that pace. Most firms need a few days here.
6
Discovery + map
Your account manager joins a working session, audits your plans, and maps every billing edge case before anything moves.
7–8
Import + configure
We import your client list, configure each plan, and connect QuickBooks. You watch and approve; we do the work.
9–10
Dry-run & go live
We dry-run a complete billing cycle with no client touched, then flip the switch. Your first real run is clean.
Results that mean something
What changed at Acuity after switching to ChargeOver
A 14-year-old firm helping small businesses and entrepreneurs across the country.
Last year, billing took hours. This time we were able to automate it — it was pretty exciting. The migration moved 300 clients from one system to ours in five days, and didn’t interrupt our operations or how we work with our clients.
More from our customers
A different kind of switching story.
4.7 stars across 67 verified G2 reviews — partners, finance leads, presidents, and CTOs.
Sound really simple, but when you get into the complexity, they become really difficult. ChargeOver lets us see how much revenue we generate — these are the questions we’re now able to answer.
CTO · 1-800Accountant
I have completely fallen in love with ChargeOver. CO helps me integrate my 4 payment processors and makes accounts receivable a breeze. The folks at CO support are amazing — they get back to my every question, quickly too.
President · BusySeed
ChargeOver’s interface is easy to navigate. It automates recurring billing and payments, helping reduce manual work and speed up receivables. Works well for both one-time and subscription invoicing.
Financial Administrator · RecallMax
How it works
Set up once. Run forever.
Most firms are live in 7–14 days. The biggest variable is how organized your client data is — not us.
Connect QuickBooks
OAuth in under 10 minutes. Auto-sync to QBO, no manual mapping required.
Import your client data
Bring in your client list, plans, payment methods. This is usually the longest step — most firms take a few days to pull everything together from their old system.
Test a cycle, then go live
We dry-run a full billing cycle before anything reaches your clients. Then you flip the switch.
FAQ
Fair questions we get a lot.
We’re already using QuickBooks. Why do we need this?
QuickBooks is your accounting system — not a billing engine. ChargeOver sits in front of QuickBooks: it generates and sends your retainer invoices, collects payment, and syncs everything to QBO automatically. You keep QuickBooks as your source of truth.
We’re on Zuora. Is this an upgrade or a downgrade?
1-800Accountant migrated off Zuora to ChargeOver. The case study is on our customers page. The short answer: lower price, faster setup, better support, and the flexibility their team needed. We’re happy to walk through a side-by-side.
Our clients are on weird billing arrangements. Can ChargeOver handle that?
Tiered packages, retainer + project hours, annual prepay with monthly recognition — all configurable without an engineering ticket.
How long does setup actually take?
Typically 7–14 days end-to-end, mostly depending on how organized your existing client data is. Acuity moved 300 clients in 5 days because their data was ready Day 1. If you’re coming from a spreadsheet that isn’t organized, expect more time on data prep — the actual ChargeOver-side configuration moves fast either way.
Can we keep our current payment processor?
Yes. ChargeOver works with most major processors. 1-800Accountant runs three different gateways through us simultaneously.