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.
Teams that ditched manual billing
What changed at Acuity after switching to ChargeOver
A 14-year-old firm helping small businesses and entrepreneurs across the country.
300
Time reclaimed
Clients migrated to ChargeOver in a single weekend.
5 days
Missed invoices
End-to-end migration. Zero operational interruption.
100%
AR recovered
Of monthly billing now automated — previously took hours of manual work.
You close your clients' books on time...
How about your own?
You serve clients well. You hit deadlines. You close their books on time. Somewhere in there, your own firm's billing became another month-end deliverable. The spreadsheet you swore was temporary is now load-bearing.
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 accounting firms put off a billing migration because they're terrified of disrupting clients. Acuity migrated 300 clients in 5 days — over a single weekend — without breaking a thing.
Retainer billing that runs without you touching it.
ChargeOver automates the entire workflow for firms billing 20-500 clients on retainer, so your team stops losing the first week of every month to invoicing.
Automated retainer billing
Set each client's plan once. ChargeOver bills it on schedule — fixed retainer, hourly, tiered, or any combination.
One-off + recurring on the same invoice
Project hours, ad-hoc work, and expense reimbursements all flow onto the monthly retainer invoice. No separate billing process.
Native QuickBooks + Xero sync
Every invoice and payment lands in the GL automatically. No double entry, no journal-entry workarounds.
Client portal
Clients see their invoices, update payment methods, and download statements themselves — without calling your team.
Auto-pause for past-due accounts
Stop services for clients past 60 days. Policy-driven, not awkward. Reactivates the moment they pay.
Payment collection + retry
Auto-collect ACH and credit card. Auto-retry failures. Recover revenue before clients churn.
Set up once. Run forever.
No engineering required. No massive migration project. Most customers are fully set up within a few days.
Connect your accounting system
Most firms are connected to QuickBooks, Avalara, Xero (and others) in under 10 minutes. Full two-way sync. No engineering involved.
Import your retainer clients
Bring in your client list, define each plan, set billing cadence. We help with the setup. ChargeOver handles the rest.
Let it run
Invoices go out monthly. Payments collected and retried. QuickBooks stays current. You get the first week of every month back.
What changes after switching.
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 it didn't interrupt our operations or how we work with our clients.
Kenji Kuramoto
Founder · Acuity
Sound really simple, but when you get into the complexity, they become really difficult. ChargeOver has allowed us to see how much revenue we generate — these are the questions we're now able to answer.
Ryan Teeples
CTO · 1-800Accountant
Customers who
got their time back
Fair questions we get a lot.
We're already using QuickBooks. Why do we need this?
QuickBooks is your accounting system. It's not built to run a billing operation. ChargeOver sits in front of QuickBooks — it generates and sends your retainer invoices, collects payment, and syncs everything back to QBO automatically. You keep QuickBooks as your source of truth. We just stop making you do the work by hand.
Our clients are on weird billing arrangements — tiered packages, retainer + project hours, annual prepay. Can ChargeOver handle that?
Yes. ChargeOver is built for firms with non-standard billing — which is most of them. Tiered packages (Bronze/Silver/Gold), recurring + one-off on the same invoice, annual prepay with monthly recognition — it's all configurable without an engineering ticket.
How long does setup take?
Most firms are fully running within a week. We handle the migration support, we configure your plans with you, and we test a few months of billing before you go live. No big project, no engineering work on your side.
Can we keep our current payment processor?
Yes. ChargeOver works with most major processors — including the one you're using now. You don't have to change anything about how you take payments.
See if recurring billing can stop being your monthly problem.
30-minute demo. We'll walk through your current billing workflow and show you exactly what ChargeOver would automate. If it's not a fit, we'll tell you.
Let's walk through your setup.
No sales pressure. 30 minutes. We'll show you exactly how ChargeOver works for your firm — and tell you honestly if it's a fit.