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FinTech, SaaS · Case study

Optimizing Billing Operations

BillOptim is our own product that we developed from the ground up. We created a comprehensive platform that provides automated billing, usage-based pricing, and smart metering solutions for SaaS companies, helping businesses transform their billing operations and maximize revenue through intelligent pricing strategies and efficient billing workflows.

Ongoing25+ members2022Global
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BillOptim hero image
Enabled
Impact
Ongoing
Duration
25+ members
Team
2022
Launched
The challenge

What we set out to solve

SaaS companies often struggle with implementing scalable and efficient billing models that can handle complex pricing strategies.

The solution

How we built it

Our team developed a robust platform that offers flexible billing solutions, including real-time usage tracking, automated invoicing, and customizable pricing models.

Key features

What we shipped

Automated billing systems

Usage-based pricing implementation

Smart metering solutions

Revenue maximization tools

Intelligent pricing strategies

Efficient billing workflows

SaaS-specific billing solutions

Engineering challenges

What made it hard — and how we approached it

The problems
01

Automated Billing System Complexity

Designing a flexible automated billing system that could handle diverse pricing models and subscription structures for SaaS companies.

02

Usage-Based Pricing Accuracy

Implementing precise usage tracking and calculation mechanisms that could accurately measure and bill for various types of resource consumption.

03

Smart Metering Integration

Developing integrations with multiple service monitoring systems to collect usage data for accurate metering and billing.

04

Revenue Optimization Algorithms

Creating intelligent algorithms that could analyze usage patterns and suggest optimal pricing strategies to maximize revenue.

Our approach

Flexible Billing Engine Architecture

Developed a highly configurable billing engine that could support subscription, usage-based, tiered, and hybrid pricing models through a unified framework.

Real-time Usage Tracking System

Implemented a scalable event processing pipeline that could ingest, normalize, and process usage data from diverse sources with minimal latency.

Metering Service Integration Framework

Created a standardized integration layer that could connect with various service monitoring systems through both push and pull mechanisms.

Revenue Intelligence Module

Built an analytics engine that continuously analyzed billing data to identify revenue optimization opportunities and pricing inefficiencies.

Cloud-Native Infrastructure

Deployed the platform on a containerized, microservices architecture that ensured high availability and independent scaling of system components.

Technical architecture

Event-driven usage metering feeding a configurable rating engine

BillOptim is a usage-based billing and metering platform for SaaS companies, built as containerized Node.js microservices on AWS. Usage events stream in from customer systems, are normalized and aggregated by a metering pipeline, then rated against configurable subscription, tiered, volume and hybrid plans to produce invoices. Splitting ingestion, rating and invoicing into independent services lets the high-volume event path scale separately from the transactional billing path.

Isometric diagram showing SaaS customer dashboards on the left feeding an API gateway, an event stream into a metering engine, rating and invoicing services, PostgreSQL and DynamoDB stores, and an analytics module on the right inside a cloud region.
Isometric diagram showing SaaS customer dashboards on the left feeding an API gateway, an event stream into a metering engine, rating and invoicing services, PostgreSQL and DynamoDB stores, and an analytics module on the right inside a cloud region.

Clients

A React and Ant Design web console where SaaS operators define plans, meters and pricing rules and review invoices, plus customer-facing usage dashboards.

  • React operator console
  • Plan and pricing builder
  • Customer usage dashboard
  • Public REST API

API & edge

A gateway terminates TLS, authenticates API keys per tenant and rate-limits before routing to the ingestion or billing services.

  • API gateway
  • Tenant API-key auth
  • Rate limiting
  • Webhook receivers

Core services

TypeScript Node.js services separate the high-throughput metering path from the transactional rating and invoicing path.

  • Usage ingestion service
  • Metering and aggregation engine
  • Rating engine
  • Subscription and plan service
  • Invoicing service
  • Revenue intelligence module

Data

Raw usage events land in DynamoDB for cheap append-heavy writes, while plans, customers, rated line items and invoices live in PostgreSQL for relational integrity.

  • DynamoDB usage event store
  • PostgreSQL billing ledger
  • Event stream and queues
  • Aggregate cache

Integrations

A standardized connector framework pulls or receives usage from monitoring systems and hands finished invoices to payment and accounting tools.

  • Push and pull metering connectors
  • Payment gateway
  • Accounting export
  • Email and webhook notifications

Infrastructure & delivery

Containerized services on AWS scale independently, with infrastructure as code and automated pipelines for releases.

  • AWS container cluster
  • Autoscaling per service
  • Infrastructure as code
  • CI/CD pipelines
  • Centralized logging and metrics
Request lifecycle
  1. 01

    A customer system emits a usage event (API call, seat, GB) to the ingestion API or a metering connector pulls it on a schedule.

  2. 02

    The gateway validates the tenant API key, deduplicates by idempotency key and publishes the event onto the ingestion stream.

  3. 03

    The metering engine normalizes units, assigns the event to a meter and updates per-customer aggregates for the billing period.

  4. 04

    At period close the rating engine applies the plan's pricing rules (tiers, volume discounts, minimums) to the aggregates.

  5. 05

    The invoicing service generates line items and an invoice in PostgreSQL and emits a webhook to the payment gateway and accounting export.

  6. 06

    The revenue intelligence module analyzes rated data to surface pricing inefficiencies and plan recommendations in the console.

Key decisions

Separate event store from billing ledger

Usage events are high-volume and append-only, so DynamoDB absorbs them cheaply, while invoices and plans need transactions and joins that PostgreSQL provides. Mixing both in one store would force a compromise on either cost or integrity.

Idempotent ingestion with replayable streams

Billing errors are expensive to reverse, so every event carries an idempotency key and the stream can be replayed to rebuild aggregates. This supports the reported 30% reduction in billing errors.

Unified pricing model instead of per-plan code

Subscription, usage-based, tiered and hybrid plans are expressed in one configurable rule framework rather than custom code per customer, which let the platform onboard 100+ SaaS companies without engineering work per tenant.

Microservices on a containerized AWS cluster

Ingestion spikes are independent of month-end rating load, so services scale on their own, contributing to the 99.9% uptime target.

Security & compliance
  • Per-tenant API keys with scoped permissions for ingestion versus billing management, plus role-based access in the operator console.
  • Strict tenant isolation enforced at the service and query layer so one customer's usage and invoices are never visible to another.
  • Encryption in transit (TLS) and at rest for both the event store and the billing ledger.
  • Immutable event log and invoice audit trail so every charge can be traced back to the raw usage that produced it.
  • Card and payment details are never stored; payment is handled through a PCI-compliant payment gateway.
Outcomes

What it delivered

100+
SaaS companies onboarded
99.9%
System uptime achieved
30%
Reduction in billing errors reported
Tech stack

Built with the right tools

React
React
Node.js
Node.js
TypeScript
TypeScript
AWS
AWS
Ant Design
Ant Design
PostgreSQL
PostgreSQL
DynamoDB
DynamoDB
Product screens

Inside the product

BillOptim — product screen 1
BillOptim — product screen 2
BillOptim — product screen 3
BillOptim — product screen 4
“The backend architecture developed by the team has been the foundation of our platform's success, enabling us to handle complex billing models with ease and reliability.”
AP
Alex Patel
Head of Engineering, BillOptim
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