Services · Ecommerce development · Banking AI agent subscription sites

Self serve subscription sites for Manchester teams selling AI agents to lenders.

Banking AI agent subscription website development Manchester software companies use to sell without a sales call for every account: Codeeo builds the platform where building societies, credit unions, specialist lenders and payment firms choose a plan, sign up as a company, pay, and manage their subscription themselves. Pricing pages, a sandbox plan if you choose to offer one, recurring billing, dunning, invoices and account controls sit in one place your team can run.

Many vendors building agent software in Spinningfields, the Northern Quarter and MediaCityUK sell to mid sized institutions across the North of England. Those buyers have smaller procurement teams and want to get started quickly. The platform should let them.

Built for
Manchester software companies selling AI agents for collections, customer service, underwriting support or compliance checks to lenders and mutuals on recurring plans.
Typical timeline
Set once a few video calls have fixed your plans, payment methods and the systems we connect to, with milestones agreed in writing before any design work begins.
What you own
Your code repository, billing engine account, payment provider account, hosting, domain and all customer and invoice data, registered to your business from day one.
Rated
4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

What we build

A subscription platform that a credit union can buy from on a Tuesday afternoon.

A head of operations at a building society in Greater Manchester, or a lender's collections manager in Leeds, will often find your product, read the pricing page and want to see it working before involving anyone else. If the next step is a demo request that waits a week, many of them move on. The Manchester vendors we build for usually want a product led route: a company signs up, connects a test environment or a limited plan, sees value, then upgrades with a card or Direct Debit. Larger accounts still need contracts and invoices, so the platform supports both, but self serve comes first. We build the sign up, the plan logic and the account area around the usage your agents actually produce, and we connect it to the systems you already run so finance is not chasing data. The parts below are the ones that do most of the commercial work.

Explain your project
  • Company sign up with verification

    Buyers register as an organisation, not as an individual. The form looks up the company on the Companies House register to fill in the registered name and address, checks the email domain, and asks who the billing contact is. Accounts that fail checks go to a review queue rather than straight into billing.

    Clean customer records from the first sign up.

  • Sandbox and starter plans

    If you choose to offer a sandbox or a capped starter plan, it is built as a proper product tier with limits on agents, volume and data. When a customer reaches the cap, the platform explains the options and offers an upgrade in place, without anyone needing to raise a ticket.

    Prospects reach value before they talk to sales.

  • Pricing pages written for mutuals and lenders

    Plans are described in the terms your buyers use: collections cases, member queries, application checks, staff seats. VAT is shown clearly against every figure, and what happens at renewal is stated on the page. Building societies and credit unions are cautious buyers, and plain plan wording does more than design flourishes.

    Fewer pre sales questions about what each plan covers.

  • Direct Debit as a first class option

    Many smaller UK institutions prefer Bacs Direct Debit to cards for supplier payments. We set up mandates during sign up, handle advance notice emails before each collection, and reconcile failed collections automatically. Card payments remain available with Strong Customer Authentication on the first charge.

    Payment methods that match how the buyer's finance team works.

  • Dunning that protects the relationship

    When a payment fails, the platform retries on a schedule, emails the billing contact and the account owner with a secure update link, and shows a banner in the portal. Access is only restricted after the grace period you set, and nothing is deleted when an account lapses.

    Recovered revenue without awkward calls to customers.

  • In app usage and spend view

    Customers see how many tasks their agents have handled this period, how close they are to plan limits and an estimate of the next invoice. Alerts go out at thresholds they choose. This avoids the bill shock that makes cautious finance teams cancel.

    Customers trust usage pricing because they can watch it.

  • Upgrades, downgrades and proration

    Moving between tiers, adding seats or switching from monthly to annual is handled in the account area, with proration calculated and shown before the customer confirms. Downgrades can be scheduled for the end of the period so customers never lose features they have already paid for.

    Plan changes handled without your support team.

  • Cancellation and data export

    Account owners can cancel from the portal and download their invoices and the data your product allows them to export. Clear exit routes matter to regulated buyers, whose own outsourcing policies ask how they would leave a supplier, and they make the platform easier to approve in the first place.

    An exit plan your buyers' risk teams can point to.

  • Admin console for your team

    Your customer success and finance staff get a console to apply credits, extend a grace period, pause an account, change limits or issue a refund, each action recorded with who did it and why. Permissions separate what support can do from what only finance can approve, which keeps your own controls tidy when an institution later audits you as a supplier.

    Routine account changes handled in minutes, with a full record.

  • Accounting and CRM sync

    Invoices, credit notes and payments post to your accounting software, and plan, usage and renewal data reach your CRM so the team knows which accounts are growing or at risk. We map the fields with your finance lead before writing any connector.

    Month end close without manual exports.

Who this suits

Four kinds of Manchester vendor we work well with.

Manchester's software scene has produced plenty of B2B products for financial services, and agent based tools are a growing part of that. The vendors below differ in size and buyer, but each needs the site to take money reliably and keep customers informed. Here is how banking AI agent SaaS website development Manchester projects change for each.

01

A founder team selling to credit unions and small mutuals

Your buyers have small IT teams and tight budgets, so the platform needs to be simple to buy from and simple to stop. We build two or three clear plans, Direct Debit sign up, and an account area that a non technical operations manager can use. Your own team gets an admin view to adjust limits and apply credits without engineering help.

Simple plans sell better to cautious buyers.

02

A scale up moving from invoices to self serve

Every customer today is on a hand negotiated contract. We introduce public plans for smaller lenders while keeping a contract route for larger ones, and both create subscriptions in the same billing engine. Existing contracts move over at their next renewal, and the sales team keeps a quote tool for the lenders in Leeds, Liverpool or further afield that still want paper terms. Reporting shows which route each account came through, so you can see where self serve is really working.

03

A vendor adding usage pricing to seat pricing

Your customers pay per seat, but the cost of running agents scales with volume. We add metering, include an allowance in each plan, and bill overage in arrears, with clear in app reporting so the change does not feel like a hidden increase. Existing customers can be grandfathered on their current terms.

Announce pricing changes in the portal before they apply.

04

A product team spinning out of a larger Manchester firm

You built an agent product inside a consultancy or software house and now want to sell it on its own. We give it its own domain, brand, billing entity and payment accounts, so it can be run, reported on and one day sold as a separate business without untangling shared systems. Customer contracts are novated or reissued in the new entity's name, and we plan the switch so no customer sees a gap in service or a duplicate invoice.

How a Manchester subscription platform comes together.

  1. 01Plan and pricing callsBy video, we agree your tiers, billable units, allowances, overage rules, payment methods and the sandbox or starter offer if you have one, and record each decision in a shared document.
  2. 02Sign up and account designWe design company registration, mandate set up, the usage view and the plan change screens, testing them with a few of your current customers where you can arrange it.
  3. 03Billing configurationPlans, proration, dunning schedules, tax settings and invoice templates are configured in the billing engine and checked by your finance lead against real scenarios.
  4. 04Product and system connectionsYour product sends usage events, the CRM receives account data, and accounting receives invoices and payments. Every connection has retries and alerts when something fails.
  5. 05Accessibility and consent checksWe test the public site and the portal against WCAG 2.2 AA, set up a cookie banner that meets PECR, and review the privacy notice wording with you.
  6. 06Go live and first renewalsWe launch, watch the first sign ups and payment runs closely, fix anything that trips customers up, and hand over documentation and admin training.

Technology

What we build this with.

Typical builds use Next.js for the public site and account area, a subscription billing engine suited to usage and seat pricing, a UK payment provider for cards and Bacs Direct Debit, and managed hosting in UK or EU regions. Choices are explained so your team can maintain them.

01Web

  • React
  • Next.js
  • TypeScript
  • Node.js
  • Laravel
  • WordPress

02Commerce

  • Shopify Plus
  • WooCommerce
  • BigCommerce
  • Headless storefronts

03Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

04Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

What Manchester vendors usually ask us.

Often, if it uses synthetic data and has firm limits.

Regulated buyers rarely want to put real customer data into a product they have not yet approved, so a sandbox with sample data lets them see the agent working safely. We build it as a tier with caps on volume and features, and no live data connections. Whether you offer one, and on what terms, is your commercial decision. The platform simply makes it straightforward to run and to convert into a paid plan. Sample data can be shaped around the cases a Manchester lender or mutual actually handles, such as arrears letters, member address changes or affordability queries, so the demonstration feels relevant without exposing anyone's real account details.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews