Onboarding

Billing & usage

Understand how plans, usage credits, and overages work so finance teams can predict spend before automations scale.

Plan structure

  • Managed tiers include a base platform fee plus included automation runs.
  • Overflow credits allow burst capacity without renegotiating contracts.
  • Annual plans can commit to outcome targets; PantherIQ tracks attainment.

Usage monitoring

Live meter

Shows credits consumed per automation and forecasts month-end spend.

Alerts

Email and Slack alerts at 50%, 80%, and 100% of the monthly allocation.

Invoices & procurement

Billing owners receive PDF invoices plus CSV line items for each automation. Optionally push invoices into NetSuite or SAP via SFTP. Purchase orders can be attached to a workspace for faster reconciliation.

Cost attribution

Tag automations with cost centers so finance teams can attribute spend directly to RevOps, CX, or R&D. Reports export as CSV or flow to BI tools through the reporting API.