Recurly

Actionable workflows to launch, bill, and optimize subscriptions with Recurly
3.9 
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Open Recurly, pick your gateway, and launch subscriptions the same day. The setup wizard walks you through importing products, defining plans, and enabling taxes, so nontechnical teams can go live without a ticket queue. From the dashboard, finance and support staff can create invoices, apply credits, handle partial refunds, and see real‑time MRR, churn, and aging. Scheduled changes make mid‑cycle upgrades simple: select the account, choose the new plan or quantity, preview proration, and confirm. Routine work—renewals, reminders, receipts—runs automatically, while exceptions surface in a clear queue for quick resolution.

Product and growth teams use Recurly to experiment without engineering sprints. Spin up free trials, coupons, and add‑ons, set start and end dates, and target specific plans. Configure per‑seat, metered, or mixed pricing by defining units and tiers; the usage importer and API let you post consumption data throughout the period, then preview the customer’s next bill before it closes. Campaigns to win back at‑risk revenue are built in: card updater, smart retry schedules, and branded dunning emails reduce involuntary churn with minimal effort.

Developers can integrate quickly. Create accounts, attach subscriptions, and record usage with the REST API; listen to webhooks to sync events into your CRM or data warehouse. Use hosted payment pages for a no‑code checkout, or drop in Recurly.js to tokenize cards in the browser and keep servers out of PCI scope. Staging and sandbox environments mirror production so you can test webhooks, invoice previews, and migration scripts safely. If you’re moving from another system, import customers and balances in bulk and map legacy plan IDs to new ones.

Operating at scale is straightforward. Route transactions through multiple processors, enable additional currencies, and apply tax rules per region with your preferred tax service. Revenue teams get standard reports and exports for cohorts, plan performance, and failed‑payment trends, plus scheduled deliveries to email or S3. Admins define roles and audit activity, ensuring only the right people change pricing or issue credits. With these workflows in place, teams ship new offers faster, keep billing accurate, and spend more time on product, not back‑office tasks.

Review summary

Features

  • Guided onboarding and fast plan setup
  • Trials, coupons, add‑ons, and scheduled plan changes
  • Per‑seat, metered, and mixed pricing models
  • Proration, taxes, credits, refunds, and adjustments
  • Automated renewals, reminders, and receipts
  • Dunning, smart retries, and card updater
  • Hosted payment pages and Recurly.js tokenization
  • REST API, webhooks, and usage recording
  • Prebuilt connectors to gateways and accounting tools
  • MRR, churn, cohort, and failed‑payment reporting
  • Sandbox and migration utilities
  • Role‑based access, audit logs, multi‑currency, multi‑gateway

How It’s Used

  • Launch a new tiered plan with a 14‑day trial and targeted coupon
  • Bill monthly for metered API calls with tiered overage pricing
  • Offer per‑seat pricing and prorate upgrades mid‑cycle
  • Reduce failed charges with automated retries and branded dunning
  • Reconcile invoices and push journal entries to your accounting system
  • Migrate existing subscribers and balances from a legacy tool
  • Issue partial refunds and apply credits without engineering help
  • A/B test pricing in sandbox, then roll out to production safely
  • Trigger CRM and chat notifications from subscription webhooks
  • Embed a self‑serve portal using hosted pages or Recurly.js

Plans & Pricing

Core

Others

Variety of Payment Methods
Unlimited Automated Invoices
Decline & Churn Prevention
Analytics
Global Tax Support
Hosted Payment & Account Management Pages
Coupon & Discount Tools
Automated Customer Communications
User-Based Roles
Multiple API Keys & Webhooks
Online Support

Professional

Custom

Includes everything in the Core plan, plus
Revenue Optimization Engine
Custom Gateway Routing
Two-Way Salesforce Integration
Direct Xero Integration
Direct QuickBooks Online Integration
Revenue Recognition (additional fees may apply)
Advanced Analytics & Insights
Basic Fraud Management Tools (additional fees may apply)
Manual Invoice Billing (additional fees may apply)
Multiple Currencies
ACH Payments

Elite

Custom

Includes everything in Professional plan, plus
NetSuite Integration (additional fees may apply)
Vertex Integration
Advanced Analytics & Plan-Level Comparison
Advanced Fraud Management Tools
Advanced Email Deliverability
Account Hierarchy
Unlimited API Keys & Webhooks
Professional Services (additional fees may apply)
Higher Rate Limits

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