See every transaction
Charges, payments, refunds and invoices from Stripe and QuickBooks, shown on the account or deal they belong to.
Billing apps for CRM marketplaces
Invoices, right next to the deal.
BillJean brings your Stripe and QuickBooks transactions, invoices and payments into the CRM your sales team already uses, so nobody has to ask finance whether the customer paid.
How it works
The CRM on one side, the books on the other. BillJean connects them.
Sales lives in the CRM and finance lives in Stripe and QuickBooks. Our apps put both views on the same record, with permissions your admins control.
Your CRM
Where sales works
- Accounts & contactsLinked
- Deals & opportunitiesLinked
- Activity timelineUpdated
- Team rolesRespected
=
Your books
Where the money is
- Stripe payments & chargesView
- Invoices & credit notesCreate · Send
- QuickBooks customersMatch
- Payment statusTrack
What sales teams get
Fewer tabs and fewer "did they pay?" messages.
Create and send invoices
Draft, send and follow up on invoices from inside the CRM, using the products and prices you already have.
Know what's outstanding
Open balances and overdue invoices appear in context, so renewals and follow-ups start with the right numbers.
Match customers
Link CRM accounts to Stripe and QuickBooks customers once, and keep them linked after that.
Admin-controlled access
Admins decide who can view billing data and who can act on it. Your existing CRM roles still apply.
Installs from the marketplace
Install from your CRM's marketplace, connect Stripe or QuickBooks with OAuth, and start using it.
Marketplaces
Coming to the CRMs your team already uses.
BillJean apps are installed and managed through each CRM's own marketplace. We'll add listing links here as each app goes live.
| # | CRM | Connects to | Status |
|---|---|---|---|
| 01 | Salesforce | Stripe · QuickBooks | In development |
| 02 | Pipedrive | Stripe · QuickBooks | In development |
| 03 | HubSpot | Stripe · QuickBooks | Planned |
| 04 | Zoho CRM | Stripe · QuickBooks | Planned |
How we handle data
Financial data needs care.
Here is how we build our apps. The Privacy Policy has the full details.
- A.OAuth, not passwords
We connect to Stripe, QuickBooks and your CRM through their official authorization flows. We never ask for your login credentials.
- B.No card numbers
Payment card details stay with Stripe. BillJean never receives or stores full card numbers.
- C.Least access needed
We request only the permissions a feature needs, and you can revoke access at any time from the connected service.
- D.Your data stays yours
We don't sell customer data, and we don't use it for advertising.