How C&B took its month-end billing close from 2 weeks to same day and eliminated manual invoice production across agencies

Company

CB.DK

Industry

Real Estate Tech

Size

Established SaaS

Customers

Real Estate Brokers

The Challenge

C&B builds software for real estate brokers. Their platform, RealEquity, is used by 70% of the Danish real estate industry: residential agents, commercial agents, agricultural agents, and project sales teams.

For most of the country's brokers, C&B is the operating system behind their business.

Tony Storm Robinson is the Finance Director at C&B.

He was responsible for making sure hundreds of agency customers got invoiced correctly every month. For a period, that process was not working well.

Invoice production required manual assembly from three separate product lines

C&B sells three products: the RealEquity platform, a website product, and a webinar subscription. Each has its own pricing. Most customers take more than one, and many take all three.

There was no system that combined the three into a single invoice automatically.

At the end of every month, invoice production meant pulling the relevant charges for each customer across each product, assembling them manually, and sending the invoice.

For a handful of customers, that process is manageable. With hundreds of agencies on the books, it became a significant recurring operation. Every customer, every month, by hand.

Per-user platform pricing changed every month as agencies hired and fired

The RealEquity platform is priced per user. Agencies hire new brokers and lose others regularly. That means the platform charge for any given customer in any given month is rarely the same as the month before.

Someone had to check the current user count for each agency at month-end before the invoice could go out. If a broker joined in week two or left in week three, that triggered invoice reconciliation work before the billing cycle could run.

There was no automated way to capture these changes.

The billing team had to check the platform directly, account for any movements that month, and adjust the invoice accordingly before it left.

As C&B's customer book grew, the billing workload grew with it

C&B is the market leader in Denmark. As they added new agencies, each new customer added the same manual workload to the monthly billing cycle.

The billing operation did not scale. Every agency that signed up represented another set of product lines to assemble, another user count to verify, another invoice to produce by hand.

Winning new customers was supposed to improve the business. Instead, each new account added more to the month-end billing close, stretching the team thin and pushing invoice dates later into the month.

Company

CB.DK

Industry

Real Estate Tech

Size

Established SaaS

Customers

Real Estate Brokers

"Every month ended the same way: checking user counts, pulling website subscriptions, checking webinar access, and assembling the invoice manually for each agency. With hundreds of customers, that process took more time than it should have. And every new agency we won made it longer"

said Tony Storm Robinson, Finance Director.

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All three product lines now invoice together, automatically

Platform user counts tracked in real time; billing adjusts automatically

Billing no longer scales with the customer book

The outcomes

The Solution

All three product lines now invoice together, automatically

Ferry's AI agent was configured with each C&B customer's active product subscriptions: the platform license, the website subscription, and any webinar access. Ferry combines all three into a single invoice per customer without anyone on the billing team touching it.

The invoice production process that required manual assembly for every account now runs automatically across the full customer book. Adding a new agency means loading their contract into Ferry once. Every invoice after that runs without intervention.

Platform user counts tracked in real time; billing adjusts automatically

Ferry tracks active user counts on the RealEquity platform in real time. As agencies add or remove users during the month, the change is captured immediately.

When the billing cycle runs, the platform charge for each account reflects actual usage for that period. There is no month-end check, no manual reconciliation of who joined or left, no adjustment after the fact. The number is already current.

Mid-cycle changes that used to create additional work at close now go straight to the invoice without anyone getting involved.

Billing no longer scales with the customer book

Each new agency that signs with C&B loads into Ferry once. Their product lines, pricing, and user structure are configured at setup. From that point, their billing runs on the same automated cycle as every other customer.

As C&B adds agencies, the invoicing workload stays flat. The team that used to spend the better part of two weeks on invoice production and reconciliation at month-end now works on other things. The invoice run happens. It is not a project anymore.

"Onboarding a new agency used to mean adding more to the month-end workload. Now we load their contract once and billing runs from there. The team is not spending the last week of every month on invoices anymore,"

said Tony Storm Robinson, Finance Director.

The outcomes

Month-end billing close cut from 2 weeks to same day
Invoice production for all three product lines automated per customer, no manual assembly required
Invoice reconciliation across all per-user accounts runs in real time; no month-end user count check required
New agencies onboarded to automated invoice production from day one
Invoice production and reconciliation workload stays flat as the agency book grows

All three product lines now invoice together, automatically

Platform user counts tracked in real time; billing adjusts automatically

Ferry tracks active user counts on the RealEquity platform in real time. As agencies add or remove users during the month, the change is captured immediately.

Mid-cycle changes that used to create additional work at close now go straight to the invoice without anyone getting involved.

Billing no longer scales with the customer book

"Onboarding a new agency used to mean adding more to the month-end workload. Now we load their contract once and billing runs from there. The team is not spending the last week of every month on invoices anymore,"

said Tony Storm Robinson, Finance Director.

The outcomes

Month-end billing close cut from 2 weeks to same day
Invoice production for all three product lines automated per customer, no manual assembly required
Invoice reconciliation across all per-user accounts runs in real time; no month-end user count check required
New agencies onboarded to automated invoice production from day one
Invoice production and reconciliation workload stays flat as the agency book grows

What's Next for CB.DK?

C&B continues to expand its agency base across Denmark. Each new customer loads into Ferry and invoices from the first billing cycle. As new integrations, modules, and partnership revenue lines are added to the product suite, they go into Ferry once and apply across the book.

What's Next for CB.DK?

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If you're spending valuable engineering time on manual AR instead of your core product or if you need to scale complex month end close without overhead, FERRY AI can help.