Subscription websites for Dallas companies selling AI agents to banks.

Texas treats hosted software as a taxable data processing service and taxes only part of the charge. We connect a tax engine that applies the correct Texas treatment, accepts multistate benefit exemption certificates from buyers with operations outside the state, and handles other states where you have nexus.

Pricing written for a bank buyer: what each tier includes, which agents and channels are covered, usage allowances, overage terms, support levels and where data is hosted. Tiers that need a conversation show a clear request path instead of a hidden number, and the copy answers the questions a procurement analyst would otherwise email you.

Sales builds a quote from the same plan catalog the website uses, the buyer reviews it online, adds a purchase order number and signs electronically. The signed order creates the subscription automatically with the agreed start date, billing frequency, payment terms and any negotiated discount, so nothing is retyped.

Your product sends counts of conversations, documents or completed tasks to the billing system. We build the meters, the allowance logic and a usage view, so the bank's administrator sees consumption build through the month and can raise a cap or change plan before the invoice arrives.

If you choose to offer a time limited pilot or sandbox as part of your product, the platform tracks its end date, the usage cap and the conversion to a paid plan. Explicit consent is captured before any recurring charge starts, and an unconverted pilot simply closes.

Banks usually pay vendors by ACH or wire against an invoice, while smaller credit unions may prefer a card. Card details go through your processor's hosted fields, which keeps card data off your servers and reduces your PCI DSS scope, and every payment method reconciles to the same subscription.

Failed card payments retry on a schedule, overdue invoices trigger polite reminders to the named billing contact, and account access changes only by the rules you set. Your customer success team sees every account at risk in one list, well before a bank's agents are paused for an unpaid invoice.

The bank's administrator adds seats, upgrades or downgrades plans with the prorated amount shown before confirming, downloads invoices and tax documents, and updates billing contacts. Roles separate the person who manages the plan from the people who only need to see invoices.

A gated area where qualified prospects request your security report, policies, insurance certificates and AI governance documents under NDA. Access is logged by company and by document, and your team approves each request, so sensitive material reaches the right reviewer at the bank and nobody else.

As part of our banking AI agent billing integration services in Dallas, subscriptions, invoices, credit notes and payments flow to your CRM and accounting system. Pipeline, bookings and recognized revenue then match without a spreadsheet reconciliation at every month end.