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Backed by
Combinator (W23)
Combinator (W23)
Get started in ~1.5 hours
Our streamlined onboarding process gets you up and running in under 90 minutes. Follow our step-by-step guide to connect your systems and start automating your revenue operations.
Watch these comprehensive guides to familiarize yourself with JustPaid's features before starting your onboarding.
Comprehensive demo showcasing all JustPaid features and capabilities
Learn how to upload and manage customer contracts in the system
Set up automated invoice scheduling and recurring billing
Generate and customize comprehensive financial reports
Configure AI-powered automatic payment reminders
Follow these 11 steps to complete your JustPaid setup. Each step includes time estimates and clear instructions.
Connect directly between JustPaid and your General Ledger with admin credentials
Sync your customer relationship management system with JustPaid
Securely connect your bank accounts through Plaid for payment tracking
Link your Stripe account for seamless payment processing
Update DNS settings on your hosting provider with JustPaid MX and TXT records
Select from the dropdown which payment bank profile should be listed on invoices and for deposits
Customize your company logo, colors, and add team members
Share your Google Drive link or email all contracts to the dedicated email address
Configure how usage data will be shared with JustPaid - options include API or CSV depending on complexity
Set up the approval workflow for invoice sending within your organization
Create a personalized AI persona to handle outreach for unpaid invoices
Within ~1.5 hours, you can be completely onboarded to our platform and ready to automate your revenue operations.
No problem! You can complete the onboarding steps at your own pace. The required steps are necessary for core functionality, but you can return to optional integrations later.
Most steps require only admin access to your existing tools. For DNS configuration, you may want to involve your IT team, but we provide clear instructions for every step.
You'll have access to our dedicated onboarding team via email, scheduled calls, and our comprehensive demo videos. We're here to help every step of the way.
Yes! We provide a Sandbox environment where you can explore features safely before connecting your production systems.
Still have questions about the onboarding process?
Contact Our TeamStay updated with the latest insights on AI-powered billing automation and financial operations.
Combinator (W23)