Services · Ecommerce development · AI sales assistant subscription sites
Codeeo offers AI sales assistant subscription website development New York vendors use to sell to two audiences on one platform. A boutique brokerage in Brooklyn wants to choose a plan and pay today. A bank or insurer in Midtown wants a security review, a negotiated order form and annual invoicing before anyone touches a card. We build the pricing site, billing engine, account area and trust material that serve both, with New York sales tax and data security rules designed in.
We do not build the assistant itself here. We build the commercial platform around it, so revenue, entitlements and renewals run without spreadsheets. Our team works with New York clients remotely, holding discovery and reviews by video call.
200+ companies across the US and the UAEFrom a first store to a listed developer
What the platform covers
New York is home to an unusual density of regulated buyers. Banks, insurers and other firms supervised by the New York State Department of Financial Services must assess the security of the service providers they use under the DFS cybersecurity regulation, 23 NYCRR Part 500. An AI assistant that reads CRM data and talks to prospects will be reviewed closely. At the same time, the city's agencies, brokerages and startups expect to sign up in minutes.
Two more state rules shape the build. New York generally taxes remotely accessed prewritten software, so invoices need the right state and local tax. And the SHIELD Act requires reasonable safeguards for private information you hold about New York residents. These capabilities address all of that.
Public pages that explain how your assistant handles data, which model providers process it, where it is hosted, retention periods and your incident process. Procurement teams in Manhattan read these before they book a demo, and clear answers shorten the vendor questionnaire that follows.
Security reviews start with answers already published.
Your audit reports, penetration test summaries and policies are released only after a prospect accepts an NDA online. Access is logged per company and expires on a schedule you set, so sales does not email sensitive files to anyone who asks. Your team sees which firms opened which documents, a useful signal for where a deal stands.
Sensitive reports shared with control and a record.
Account executives build a quote from the same price book as the public site, add negotiated discounts within approval limits and send it for electronic signature. A signed order creates the subscription automatically with the agreed start date, term and invoice schedule.
Signed deals become active subscriptions without retyping.
Enterprise buyers in New York often prepay annually or commit to several years with price steps. The billing engine handles upfront invoices, ramp schedules, purchase order numbers and net terms, and it sends renewal notices well ahead of each term end.
Long contracts billed exactly as they were signed.
A tax engine applies the state rate plus the local rate for the customer's location, including New York City. Where a customer's users sit in several states, it supports allocating the charge by user location if your tax adviser confirms that approach. Exemption certificates are collected once and stored.
Invoices that survive an audit.
Large firms buy for several desks or business units. We support separate cost centers, billing contacts and invoices under one master account, each with its own seats and usage, while the parent sees a combined view. A wealth management arm and an insurance arm of the same group can each hold their own invoice address and tax status.
Each department pays for what it uses.
Agencies, brokerages and startups below your enterprise threshold choose a plan, pay by card, Apple Pay, Google Pay or ACH, and connect their CRM in the first session. Card details are handled by the processor's hosted fields, keeping your PCI DSS scope narrow.
Small accounts start without waiting for sales.
Conversation, email or call minute usage flows from your assistant to the billing engine. Admins see a live meter and alerts, and enterprise contracts can set committed volumes with true-up at renewal instead of monthly overage.
Usage costs visible to both sides throughout the term.
Our AI sales assistant billing integration services New York finance teams depend on connect the billing engine to NetSuite, Sage Intacct or QuickBooks, sync subscription data to Salesforce or HubSpot, and send entitlement changes to your product, so revenue recognition and account health share one record.
Close the month from one consistent data set.
Invoice customers who pay late get a polite reminder sequence from your billing address, with a payment link that accepts ACH or card. Account managers see overdue status inside the CRM before a renewal call, and access rules for unpaid accounts are applied only after the steps your finance team approves.
Receivables chased consistently without awkward manual emails.
Who this is for
Sales software vendors in New York sit close to some of the most demanding buyers anywhere: financial firms around Midtown and Lower Manhattan, media and advertising companies around Hudson Yards and the Flatiron District, and thousands of real estate offices across the five boroughs. The AI sales assistant SaaS website development New York vendors need depends on which of those buyers matter most, so we usually start from one of these positions.
Across all four, the common thread is speed for small buyers and evidence for large ones. A brokerage owner should be able to pay in minutes, and a compliance officer should find every answer they need without a meeting.
Your pipeline is full of banks, wealth managers and insurers, and every deal stalls at vendor risk review. We put your trust center, NDA document room and order form workflow first, so security and legal teams get answers in a consistent format. Self-serve plans follow later for smaller firms that do not need a contract. Order forms carry your data processing terms as an attachment, and each signed version is stored against the account so legal can see which terms apply at renewal.
In regulated sales, the trust pages are part of checkout.
Brokerages in Manhattan, Brooklyn and Queens buy seats for agents who join and leave often. We build seat pools that office managers reassign in a click, prorated charges when headcount changes and per-agent usage so offices can see who actually uses the assistant. Many agents start on their own card before the office takes over, so we let a personal seat move into a brokerage account with its history and settings intact.
Ad sales and agency new business teams want to trial features on live pitches and pay by the month. We set up flexible monthly plans, add-on channels and quick upgrades, with clear usage reporting to show value to agency leadership before a larger commitment. Agencies running several client pitches at once can tag usage by client, which makes it simple to recharge costs or justify the line item at budget time.
Any trial period is your commercial choice; the platform supports it.
You raised money on a self-serve product and now need enterprise contracts without rebuilding billing. We extend your current setup with quotes, invoicing, department accounts and a trust center, keeping self-serve customers on their plans and dates. Investors and acquirers ask hard questions about recurring revenue, so we also make sure billing data supports clean reporting on churn, expansion and contracted revenue.
How we work together
A fixed scope project covers the first release: pricing site, checkout, billing, quoting and the trust center. A retainer keeps plans, legal pages and integrations current as you add products. For AI sales assistant subscription platform development New York companies run as a long program, a dedicated team can join your own sprints. We work with New York clients remotely, with every review held by video call. Shared staging environments let your team click through each change before it reaches customers.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
Commonly Next.js for the public site and trust center, Stripe Billing, Chargebee or Maxio for subscriptions and contracts, a tax engine for state and local sales tax, an e-signature service for order forms, and webhooks into your assistant, CRM and ledger. Screens follow WCAG 2.2 AA, and New York courts see a high volume of website accessibility claims under the ADA, so pricing tables, forms and the account area are tested with keyboard and screen reader before launch.
01Web
02Commerce
03Data and cloud
04Marketing and tracking
The schedule is fixed in discovery and depends on enterprise features and integrations.
A self-serve pricing site with card checkout is far quicker than a platform with quotes, order forms, multi-year invoicing, department billing and a trust center. Integrations with your ledger and CRM, plus legal review of trust content, also affect the plan. After discovery we write each stage and its date into the scope, so your sales and finance teams know when to prepare their part.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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