BillingPlatform
Filament

Ask questions about your BillingPlatform data

Connect BillingPlatform to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

BillingPlatform tracks invoices and subscription revenue, but understanding which marketing channels drive your highest-value customers or how payment issues affect retention requires connecting to your CRM, analytics, and support tools. Filament links your billing data across platforms so you can explore customer lifetime value, payment patterns, and revenue attribution without manual exports.

Metrics dashboard
Finance dashboard
SEO dashboard

Track BillingPlatform KPIs with Filament Analytics

Connect your BillingPlatform account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key BillingPlatform metrics you can track in Filament:

Invoices
Track billing cycles and payment schedules with invoice_number, invoice_date, due_date, total_amount, and payment_status to analyze revenue timing and collection patterns.
records:
invoice_numberinvoice_datedue_datetotal_amountpayment_statusaccount_id
Payments
Monitor payment transactions with payment_id, payment_date, payment_method, amount_paid, and transaction_status to understand cash flow and payment behavior.
records:
payment_idpayment_datepayment_methodamount_paidtransaction_statusinvoice_id
Subscriptions
Track recurring revenue with subscription_id, start_date, renewal_date, billing_frequency, subscription_status, and monthly_recurring_revenue to monitor retention and growth.
records:
subscription_idstart_daterenewal_datebilling_frequencysubscription_statusmrr
Accounts
Analyze customer relationships with account_id, account_name, account_type, parent_account_id, and account_status to understand your customer hierarchy and segments.
records:
account_idaccount_nameaccount_typeparent_account_idaccount_statuscreated_date
Revenue Recognition
Track revenue schedules with recognition_date, recognized_amount, deferred_amount, and recognition_status to align billing with accounting periods.
records:
recognition_daterecognized_amountdeferred_amountrecognition_statusinvoice_id
Credit Memos
Monitor adjustments and refunds with credit_memo_id, credit_date, credit_amount, reason_code, and applied_to_invoice to track customer concessions and billing corrections.
records:
credit_memo_idcredit_datecredit_amountreason_codeapplied_to_invoice
Products
Track product catalog with product_id, product_name, product_category, unit_price, and pricing_model to analyze which offerings drive revenue.
records:
product_idproduct_nameproduct_categoryunit_pricepricing_model
Account Balances
Monitor outstanding amounts with current_balance, past_due_amount, aging_bucket, and credit_limit to identify collection priorities and payment risks.
records:
account_idcurrent_balancepast_due_amountaging_bucketcredit_limit
Filament Pixel Logo

Combine BillingPlatform with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, BillingPlatform lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your BillingPlatform data gets even more powerful when combined with other tools:

BillingPlatform
Salesforce

BillingPlatform + Salesforce

Connect BillingPlatform payment history with Salesforce account data to see which sales segments have the highest payment success rates, lowest churn, or longest subscription lifecycles.

BillingPlatform
HubSpot

BillingPlatform + HubSpot

Connect BillingPlatform subscription revenue with HubSpot campaign data to track which marketing channels and campaigns drive customers with the highest monthly recurring revenue and longest retention.

BillingPlatform
Freshdesk

BillingPlatform + Freshdesk

Connect BillingPlatform account balances with Freshdesk support tickets to identify how billing issues and payment failures correlate with support volume and customer satisfaction scores.

Benefits of Filament's BillingPlatform Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your BillingPlatform account

Connect your BillingPlatform account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your BillingPlatform data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build BillingPlatform dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

BillingPlatform integration FAQ

Everything you need to know about connecting BillingPlatform with Filament and getting the most out of your data.