How to Use White Labeled Client Billing

Boardroom’s Client Billing feature allows agencies and firms to charge their clients directly for access to their white-labeled analytics dashboard.

Set your pricing, connect your Stripe account, and let Boardroom handle the subscription billing process.

Set Up Client Billing

1. Click Client Billing in the main menu.
2. Connect your Stripe account by entering your Stripe API keys.
3. Don’t know where to find your Stripe keys? No problem — Boardroom provides instructions to walk you through the process.
4. Specify the monthly price you want to charge your clients.
5. Set your free trial period, if you want to offer one.
6. Save your settings.

Once billing is configured, you can begin charging clients for access to your white-labeled analytics dashboard.

Create a New Revenue Stream
White Labeled Client Billing makes it easy to turn your analytics dashboard into a recurring revenue stream.

You control how much you charge and whether you offer a free trial, allowing you to build your pricing model around your firm's services and client relationships.

For example, you could charge clients a monthly subscription for access to their branded analytics dashboard while using the platform to provide ongoing reporting, insights, and advisory services.

Your Analytics. Your Brand. Your Revenue.
With Boardroom's White Labeled Client Billing, you can package analytics as part of your own offering and collect recurring monthly revenue directly from your clients — all through your branded Boardroom experience.