Client Portal & Billing

Running an agency or service business means juggling proposals, invoices, subscriptions, and client communications alongside the actual work. Ottolax consolidates all of this into a single client portal with integrated billing, so your financial operations run as smoothly as your AI workflows.

Proposals That Close Deals

Create professional proposals directly within Ottolax. Define service packages, pricing tiers, deliverables, and timelines in a structured format that clients can review and approve online. No more back-and-forth over PDF attachments or email threads trying to nail down scope.

Proposals link directly to your service catalog, so pricing stays consistent and you never accidentally quote outdated rates. When a client approves a proposal, the system can automatically generate the corresponding invoice, create the project workspace, and spin up the agent team — reducing your time-to-kickoff from days to minutes.

Track proposal status across your pipeline: drafted, sent, viewed, approved, or declined. See which proposals are sitting unapproved and follow up before they go cold. Your CRM Specialist agent can even automate follow-up reminders based on how long a proposal has been waiting.

Invoicing That Handles Itself

Generate invoices from approved proposals, custom line items, or recurring subscription schedules. Every invoice includes your branding, itemized services, payment terms, and a secure payment link powered by Stripe.

Clients pay directly from the invoice — no logging into a separate portal or mailing checks. Payment confirmations are instant, and your books update automatically. For overdue invoices, configure automated reminder sequences that escalate from gentle nudges to firmer follow-ups.

Bulk invoicing makes month-end painless. Generate invoices for all active clients in a single batch, review and adjust as needed, then send them all at once. For agencies with 20, 50, or 100+ clients, this alone saves hours of administrative work every month.

Stripe Billing Integration

Ottolax integrates directly with Stripe for payment processing, giving you access to the world’s most reliable payment infrastructure without building custom integrations.

Accept credit cards, debit cards, ACH transfers, and other payment methods depending on your Stripe configuration. All transactions are processed through your own Stripe account — Ottolax does not take a cut of your revenue or sit between you and your money.

Subscription management is built in. Create recurring billing schedules for retainer clients — monthly, quarterly, or annual — with automatic charge attempts, failed payment retries, and dunning management. Stripe handles the complexity of subscription lifecycle events while Ottolax keeps your workspace in sync.

View real-time revenue dashboards showing MRR, churn, upcoming renewals, and payment failures. Your Analytics Manager agent can generate weekly revenue reports, flag accounts with payment issues, and project cash flow based on current subscription data.

Storefront for Selling Services

Not every sale needs a custom proposal. Ottolax includes a storefront feature where you can list productized services — website audits, SEO packages, ad management tiers, one-time consultations — with fixed pricing and instant checkout.

Clients browse your offerings, select what they need, and pay immediately. The system provisions their workspace, assigns agents, and begins onboarding automatically. This is especially powerful for agencies that offer standardized service tiers alongside custom engagements.

Your storefront is white-labeled to match your brand. Clients see your company, your services, and your pricing — not Ottolax branding. The experience feels like a natural extension of your website, not a third-party tool.

Multi-Plan Management

Support multiple pricing tiers — free, starter, professional, enterprise, or whatever structure fits your business model. Each plan defines what clients can access: number of agent hours, available integrations, storage limits, support level, and advanced features.

Plan upgrades and downgrades are handled seamlessly. When a client outgrows their starter plan, they upgrade with a click and their workspace expands immediately. Prorated billing ensures they only pay for what they use during the transition period.

For agencies offering freemium models, the free tier lets prospects experience your AI-powered services at no cost, building trust and demonstrating value before they commit to a paid plan. Conversion tracking shows which free users are most engaged and most likely to upgrade.

Recurring Billing with Multiple Payment Methods

Clients can store multiple payment methods on file, designating a primary and backup. If a primary card fails, the system automatically attempts the backup before flagging the payment as failed. This reduces involuntary churn from expired or declined cards — a silent revenue killer for subscription businesses.

Payment receipts are sent automatically. Clients can access their full billing history, download invoices, and update payment methods through a self-service portal without contacting your team.

Why It Matters

Financial operations are the backbone of any service business, but they should not consume your team’s time and attention. Ottolax’s integrated client portal and billing system means proposals, invoices, subscriptions, and payments all live in the same platform where your AI agents do the work. No more bouncing between your project management tool, your invoicing app, your payment processor, and your CRM. One platform. One source of truth. Less admin, more revenue.