Billing & Dunning Case Study | SaaS Automation

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SaaS & Technology

Automated Billing, Subscription & Dunning Flows

Stripe automation engine to reduce payment failures and improve MRR reliability through smart recovery.

This SaaS & Technology AI automation case study explores Automated Billing, Subscription & Dunning Flows. Tags: SaaS & Technology, Workflow Automation, Integration, Reporting, Make.com, HubSpot, Retool, OpenAI, AI Automation.

+35%

Payment Recovery

14%

Churn Reduction

10

Hours Saved/Week

Overview

A subscription SaaS company faced high rates of failed renewals and involuntary churn. Stripe's default retry logic wasn't cutting it, and finance was manually reaching out to failed payments.

Challenges

1

High rate of failed renewals

2

No retry logic beyond Stripe's default

3

Manual outreach by finance team

4

Lost revenue due to slow follow-up

What We Delivered

Dunning automation engine using Make.com + Stripe API

Custom retry schedule

AI-personalized recovery emails

Slack alerts for high-value accounts at risk

CRM updates on subscription status

Dashboard showing MRR, churn, and recovery rate

Tech Stack

Stripe API, Make.com, HubSpot, Retool, OpenAI

Tags

SaaS & TechnologyWorkflow AutomationIntegrationReportingMake.comHubSpotRetoolOpenAIAI Automation

Results

+35%

Payment Recovery

14%

Churn Reduction

10

Hours Saved/Week

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