Services · Ecommerce development · HR management subscription sites

Quote to cash for New York HR software sold to demanding enterprise buyers.

Codeeo delivers HR management subscription website development New York software vendors need when their buyers include banks, law firms and media companies with long procurement checklists. We build the pricing site, the self-serve plans for smaller employers, the order form and contract flow for larger ones, recurring billing with New York sales tax applied by user location, and the security and compliance pages procurement teams read first. Self-serve and sales led revenue end up in one system your finance team can close the month from.

Our scope is the commercial platform: pricing, buying, contracts, billing and renewals. The HR product itself and any mobile app are separate projects. New York clients work with our team remotely, with discovery and every review held by video call.

Built for
HR, recruiting and people analytics software companies in Manhattan, Brooklyn and across New York selling to employers of every size.
Typical timeline
Set once a video discovery has covered your contract types, tax position and integrations, and then written into a scope with milestones.
What you own
Source code, billing, CPQ and payment accounts, signed order forms, invoice history, tax registrations and domains, held in your own accounts.
Rated
4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

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

Platform capabilities

From the pricing page to the signed renewal.

An HR software company in New York rarely sells only one way. A ten person agency in DUMBO wants to buy with a card on a Sunday night. A Midtown asset manager wants a three year agreement, a ramped price, single sign-on, a security questionnaire answered and invoices that quote its purchase order. Both deals should land in the same billing system, follow the same tax logic and report into the same revenue numbers. New York adds its own layers: SaaS is generally taxable here as prewritten software, financial services buyers pass regulatory security duties on to their vendors, and any AI used in hiring for New York City roles falls under Local Law 144. These are the capabilities we build.

Explain your project
  • Order forms and contract flow

    Quotes generated from your CRM with approved discounts, multi-year terms and ramped pricing, sent for e-signature and turned into a live subscription the moment they are signed. Legal redlines are tracked against the account so finance knows which terms apply.

    Signed deals start billing without manual setup.

  • New York sales tax by user location

    New York generally taxes SaaS as prewritten software and lets vendors apportion the charge by where the customer's users are. We connect a tax engine, collect the user location split from the customer and keep the certificates and allocation records your adviser will ask for.

    Tax that reflects where employees use the product, documented.

  • Security and trust center

    A public trust page with your security controls, subprocessor list and status history, plus gated access to reports such as SOC 2 after an NDA. Financial firms regulated by NYDFS must assess vendors under their cybersecurity rules, and this page answers half the questionnaire before it arrives.

    Shorter security reviews and fewer stalled enterprise deals.

  • Single sign-on as a plan feature

    SAML and SCIM provisioning offered in the plans that need them, with setup screens inside the account area. Billing records which tier includes SSO, so a customer who downgrades is warned before identity settings change.

    Enterprise features are priced and switched on consistently.

  • AI hiring feature disclosures

    If your product screens or ranks candidates, employers hiring for New York City roles need a bias audit within the past year and a published summary under Local Law 144. We add a page for your audit summaries and an add-on plan structure that keeps these features clearly labeled.

    Buyers can see the evidence they need to use your AI features legally.

  • Self-serve plans for small employers

    Clear plan pages, monthly or annual billing, card and wallet checkout and an account area for upgrades, invoices and cancellation. Small businesses across the five boroughs buy without a sales call, and they move to a contract route automatically once they pass a headcount you set.

    Low touch revenue without your sales team's time.

  • Renewal notices and term control

    Renewal reminders sent ahead of each term end, uplift rules applied on schedule and cancellation windows tracked per contract. New York's General Obligations Law section 5-903 has been applied by some courts to automatically renewing business service contracts, so we make notices configurable for your counsel to set.

    Renewals that do not surprise customers or your lawyers.

  • Invoicing and collections

    Invoices with purchase order numbers, remittance details and the billing entity each customer requires, delivered to their accounts payable portal where needed. ACH and wire payments reconcile automatically, and overdue accounts follow a reminder sequence to the right finance contact.

    Fewer days between invoice and cash.

  • Revenue reporting for finance and investors

    Recurring revenue, net retention, churn and expansion reports built from the billing records themselves, with exports for revenue recognition under ASC 606 and a sync to NetSuite or QuickBooks. Many New York HR vendors report to investors monthly, and these numbers should not depend on a spreadsheet one analyst maintains.

    Board numbers that match invoices and cash.

  • Protecting customer data at checkout

    The New York SHIELD Act requires reasonable safeguards for the private information of New York residents. Card data stays in hosted payment fields for PCI DSS, admin access uses roles and logs, and billing contact data is limited to what finance needs.

    The billing platform does not become your weakest system.

Who it suits

New York HR software companies we are a good match for.

Most HR software firms in New York sit within reach of Flatiron, Union Square, Hudson Yards or downtown Brooklyn, and many sell into the city's financial, legal, media and healthcare employers. Their buyers expect enterprise rigor even from a young vendor. HR management SaaS website development New York companies commission has to show that rigor on the public site and in the billing behind it. Buyers here compare vendors quickly, and a vague pricing page or a missing security overview can end a deal before anyone books a demo. These are the teams that get the most from working with us.

01

Startups closing their first enterprise deals

You have self-serve customers on Stripe and a first large employer asking for an order form, invoicing and a security review. Doing that by hand once is fine; doing it ten times is not. We add contract flow, invoicing and a trust center beside the self-serve path, so both motions share one customer record and one revenue report.

Self-serve keeps working while the contract route is added.

02

Recruiting and assessment platforms using AI

Your product scores applicants or schedules interviews automatically, and New York City employers now ask how you support their Local Law 144 obligations. We build the disclosure pages, separate the AI features into clearly described plans and give customers the documents they need to publish their own summaries.

03

Vendors serving banks and insurers

Your buyers are regulated by NYDFS and send detailed vendor risk questionnaires. We build the trust center, a controlled document request flow and billing that supports multi-entity contracts across subsidiaries, so procurement and accounts payable get exactly what their policies demand.

04

Mature vendors with billing scattered across tools

Quotes live in one tool, contracts in another, invoices in accounting software and renewals in a spreadsheet. We consolidate them into one quote to cash flow, migrate active contracts with their exact terms and run a parallel cycle so your controller can sign off before the old tools are switched off.

Nothing is retired until finance has compared the numbers.

How we take a New York vendor from scattered billing to one system.

  1. 01Revenue process reviewVideo sessions mapping how deals are quoted, approved, signed, invoiced, collected and renewed today, including every exception your sales and finance teams handle by hand.
  2. 02Target designThe future flow for self-serve and contract customers, the systems involved, the New York tax approach and the data each step needs, agreed with finance and legal.
  3. 03Experience designPricing pages, checkout, order forms, trust center and account screens designed for both a small business owner and an enterprise procurement reviewer.
  4. 04Integration buildCRM, CPQ, e-signature, billing, tax, accounting and product entitlement connected in sprints, with each integration demonstrated on staging before the next begins.
  5. 05Contract migrationActive contracts loaded with their terms, renewal dates and pricing, then billed in parallel for one cycle and reconciled line by line with your controller.
  6. 06Cutover and supportOld tools retired in a planned order, monitoring switched on for failed payments and tax, and a review of the first full month of invoices.

Technology

What we build this with.

We often use Next.js for the public site and account area, Salesforce or HubSpot with a CPQ tool for quotes, DocuSign or Dropbox Sign for signatures, Stripe Billing, Chargebee or Maxio for subscriptions and Avalara or Anrok for tax. Final choices follow your contract mix, and data stays exportable so you are never tied to one provider.

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

Questions New York HR software vendors ask us.

It depends on how many sales motions and systems the platform has to connect.

A self-serve pricing site with card checkout and one billing provider is the smaller end of the range. Adding order forms, CPQ, e-signature, invoicing to accounts payable portals, a trust center, tax apportionment by user location and the migration of active contracts each adds effort. We price after discovery, explain where the effort sits and suggest which parts can follow in a later phase without blocking revenue. Many New York vendors launch the contract route and trust center first, because that is where stalled enterprise revenue sits.

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