Stop billing setup drop-offs.
Flexdash answers questions by showing users exactly what to click and fill — and verifies completion.
Built for:
Billing Dashboard
Tax Settings
Payment Methods
Exports
Integrations
Recent Activity
Integrates with your existing tools
Billing UX confusion is expensive
When users get stuck in billing flows, the impact is immediate — and costly.
Failed onboarding
No payment method added, users drop off before completing setup
Misconfigured taxes/invoices
Wrong tax rules lead to compliance issues and manual corrections
Support escalations
Billing tickets delay cash collection and frustrate customers
Slow enterprise onboarding
RBAC and approval flows block users who need billing access
See the difference instantly
While chatbots make users read through billing guides, Flexdash shows them exactly where to click.
User asks:
Failed Transactions
3 itemsTXN-4521 • $1,250.00
Card declined - E002
TXN-4520 • $890.00
Failed
TXN-4519 • $2,100.00
Pending
See it, don't read it
Visual highlights on billing UI beat walls of support text
Billing-aware guidance
Understands invoices, payments, and reconciliation flows
Detects stuck states
Knows when exports are blocked, payments failed, or permissions missing
The 6 highest-impact fintech scenarios
Real-time guidance for the billing flows that generate the most support tickets.
Tax setup & invoice rules
Users don't know which tax fields to fill or what invoice settings mean. Flexdash highlights the exact fields and explains "what this impacts" in 1–2 lines.
Payment method failures
Cards fail, mandates aren't completed, or "Save" stays disabled. Flexdash pinpoints missing prerequisites and guides the minimum steps to enable submit.
Role-based billing settings
Users can't access billing screens or export actions. Flexdash explains the missing permission and offers a clean "Request access" action.
Exports & reconciliation
Users can't find exports or don't know which export matches their accounting workflow. Flexdash points to the right export and confirms the action succeeded.
Plan/entitlement gating
Users see a feature but it's disabled due to plan limits. Flexdash clearly states what's restricted and routes them to upgrade/contact-admin flows.
Integration troubleshooting
Connections to Stripe, NetSuite, QuickBooks fail due to missing scopes/steps. Flexdash runs a preflight checklist and shows exactly what to fix.
What Flexdash does for billing teams
Six powerful features designed specifically for fintech billing workflows.
Billing Forms Copilot
Highest ROI for conversions
Blocked-State Debugger
Why can't I do this?
On-demand 'Show me' overlays
Not a rigid product tour
Integration Preflight
OAuth & webhook troubleshooting
Support handoff
Actually helps agents
Drift detection + remap
UI change alerts
Hours saved, results you can measure
Track these metrics in your first 2-4 weeks to prove value internally.
Fewer 'how do I' tickets
Drop in repetitive billing support questions
Higher setup completion
More users finish billing onboarding
Lower AHT
Reduced average handle time on billing tickets
Fewer escalations
Less tickets escalated to engineering
Built for fintech buyers
Privacy-first architecture designed to meet enterprise compliance requirements.
No PII captured
We never read typed form values or personal user data
No screenshots
End-user screens are never captured or transmitted
Safe signals only
We operate on screen IDs, anchor IDs, and validation flags
Self-hosted option
Deploy on your own infrastructure for maximum control
Safe signals only
Minimal data, maximum functionality
- Screen ID / Route
- assistId anchors
- Validation codes
- Disabled/invalid flags
- Success state signals
Enterprise controls
- Dev-only Mapping Mode (token-gated)
- Environment separation (staging vs prod)
- Audit logs for mapping changes
- Allowlisted domains and admin users
- Optional private deployment path
How onboarding works (SSO/MFA friendly)
Get up and running within a day. No codebase understanding required.
Install Flexdash SDK
Add our SDK to your staging environment. Works with React, Vue, Angular, and vanilla JS.
Admin logs in normally
Your team logs in with their existing SSO + MFA. We never need your credentials.
Turn on Mapping Mode
Click on key billing elements: 'Add payment method', 'Tax settings', 'Export invoices'
Publish UI map
Publish your versioned UI map. Flexdash starts guiding users immediately.
Best practice: Reduce drift further
Add stable anchors in your design system
Works with your existing stack
Flexdash integrates with your support, analytics, and fintech tools.
Support & Chat
Flexdash becomes your 'Show me' execution layer alongside your existing chatbot
Analytics & Events
Track guided resolutions, completion rates, and time-to-value metrics
Fintech-specific
Preflight checks and troubleshooting for payment processor connections
Calculate your savings
Adjust the sliders to see your potential cost reduction with Flexdash.
Interactive ROI Calculator
Drag sliders to customize
Your Current Support Load
Your Potential Savings
Current Monthly Cost
160 hrs/mo
With Flexdash
40% reduction
800 tickets × 12 min = 9,600 min = 160 hrs
160 hrs × $25/hr = $4,000/mo
$4,000 × 40% = $1,600/mo saved
These estimates are based on typical results from fintech SaaS teams using Flexdash for billing support.
Actual results may vary. Book a demo to get a customized ROI analysis.
Frequently asked questions
Common questions from fintech teams evaluating Flexdash.