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How Glyphic went from a patchwork of tools to billing precision in 3 weeks


Challenge

Manual processes and multiple tools with fragmented data which led to delayed or late invoicing with no visibility on revenue data.

Solution

Automated invoicing and a single source of truth for revenue activity with complete control of revenue workflows.


Results

3 weeks to complete automationFull migration by Alguna's team
Hours of manual reporting eliminatedNo more tech stack bloat
Complete revenue visibilityOne source of truth for revenue data

At a glance

Previous stack
DocuSign, GetAccept, Stripe, spreadsheets + ad-hoc invoices (Wise/TransferWise)
Needs
Automated invoicing, single source of truth for revenue activity
Products used
CPQ, Billing, Invoicing, Dunning, Insights

Glyphic is on a mission to reinvent how sales teams work.

With $5.5M in funding, the team at Glyphic set out to build an AI copilot that assists sales teams in analyzing customer interactions and providing strategic insights into sales pipelines. Since they started, they have helped customers like ascend accelerate sales cycles by 30%.

But with a growing customer base, Glyphic’s billing complexity was increasing rapidly, and working across a patchwork of disjointed tools quickly resulted in lack of revenue visibility.

We spoke with Glyphic’s CEO, Adam Liska, to understand Glyphic’s growing pains and how Alguna helped them go from a fragmented tech stack to a single source of truth.

Growing billing complexity

Like many SaaS companies, Glyphic began with a patchwork billing stack: Stripe for card payments, spreadsheets for tracking seat counts, and ad-hoc invoices created in multiple tools.

Billing seat expansions were irregular, proration was so time-consuming it often went undone, and non-card payments weren’t reconciled into Stripe. At the same time, revenue data lived across a fragmented tool stack—with no single source of truth.

Liska knew the system wasn’t sustainable as sometimes months of expansion revenue was going unbilled.

"In the early days when we had maybe 20 customers, everything was very manageable. But when we got to scale, things quickly changed. I wanted a single place where I could understand our revenue and make sure that we actually invoiced our customers correctly,” Liska shares.

Operational inefficiencies turning into revenue risks

With 100+ customers, Glyphic started to experience several operational issues that had compounding effects.

For example, adding or removing seats mid-contract meant someone on the team had to update multiple systems by hand, making the processes prone to human errors.

Plus, as Glyphic closed larger customers, they needed the ability to offer customers multiple ways to pay. As this wasn’t possible in Stripe, they had to add yet another tool for this.

But more crucially, at this volume, it made it significantly harder to experiment with pricing and test willingness to pay.

“The real cost wasn’t just my time—it was not testing customers’ willingness to pay for additional seats. We were missing the chance to prove that when people grew, they were happy to pay more,” Liska points out.

Hours spent stitching data together

When it was time for reporting, the team had to spend hours stitching data together manually—time that could have been spent on strategy, not spreadsheets. Not to mention, the accuracy of numbers was questioned across tools, always leaving uncertainty when it came to MRR and ARR reporting.

 ”For me, the priority was getting new business. So I didn't even care that I didn't invoice some of the very early customers just because I wanted the logos. But ultimately, it reached a point where all this became important.” Liska shares.

While he was feeling the pressure, they weren’t at a stage yet where it justified a full-time hire, so he set out to find a solution that could both automate and unify their revenue operations.

Why Glyphic chose Alguna

It was important for Glyphic to reduce what had turned into tech stack bloat and eliminate any unnecessary manual work. Because once your growth kicks into a higher gear, manually adding and updating products in Stripe isn’t sustainable.

Glyphic also needed a flexible tool that could handle things like mid-contract seat additions and multiple payment methods without breaking a sweat.

While Glyphic evaluated several platforms, most of them were too rigid or developer-heavy.

Alguna stood out for its no-code flexibility and ability to integrate seamlessly with their existing tech stack.

“Alguna ticked every box I needed: a centralized system for invoicing, multi-channel payments, and automation. Most importantly, it gave me a clear overview of revenue movements everything—something Stripe just couldn’t provide,” Liska shares.

Complete automation in 3 weeks

From kick-off to full automation, Glyphic’s rollout of Alguna took just three weeks.

The process was designed to be collaborative from the start and Alguna’s team worked closely with Glyphic to integrate directly with the tools they were already using. This included Xero for accounting and Stripe for payments.

With those connections in place, billing rules were quickly configured to handle the nuances of Glyphic’s business model, such as customers with varying seat counts and different payment methods.

Heading towards full revenue automation

What had previously been a source of operational drag became a streamlined, scalable process in Alguna. By the time the first automated invoice was issued, the team was already experiencing the relief of having once-manual tasks run seamlessly in the background.

Liska points out that “all the activities that used to take forever suddenly became easy—either automated or just a couple of clicks. Signing up new customers, making changes, exporting invoices—it all just worked the way it should.”

After implementing Alguna, Glyphic had its second best month of all time in terms of added revenue. 75% of that revenue came from upsells that previously hadn’t been billed for because it simply was too much of a pain.

Within the very first month, Glyphic had transformed how it managed revenue. All customer billing changes could be handled from a single dashboard, seat changes were pro-rated automatically, and new customers were onboarded each month without anyone having to go through multiple tools.

Today, Liska and his team at Glyphic can focus on landing more logos instead of spending time on billing bottlenecks.