Revenue Operations, Automated

From Contract Sent to Project Delivered

cDoc is the Revenue Assurance Platform that automates your entire service revenue cycle—eliminating leaks, manual errors, and compliance risks with one seamless workflow.

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Trusted by 200+ agencies
Average 4.9/5 rating
Contract Sent
HubSpot Deal • $12,500
Invoice Created
Xero
Payment Processed
Xero
Project Created
Asana
Completed in
2.3 seconds
THE CDOC REVENUE CYCLE

One Trigger,
Complete Automation

A single contract in HubSpot triggers our entire automation engine, creating compliant invoices in Xero and fully-configured projects in your project management tool.

1

Contract Sent

HubSpot Deal becomes actionable

2

Draft Invoice

With smart tax in Xero

3

Invoice Paid

Full or partial in Xero

4

Deal Closed

Auto-closed in HubSpot

5

Project Created

In Asana or Monday.com

COMPLETED

"This isn't just integration—it's an automated nervous system for your revenue operations."

Calculate Your ROI with CDOC

See exactly how much time and money you'll save

Your Agency Details

25
5 50 100 150 200+

Includes: admin, invoicing, project setup, tracking

$ /hour
$ /month

HubSpot, Asana/Monday, Xero subscriptions

Your CDOC Savings

Time Savings
250

hours saved per month

That's 6.25 work weeks back!

Money Savings
$25,000

worth of time monthly

300,000

Annual savings

125x

ROI on cDoc

Recommended CDOC Plan

Pro Plan

300 RevCycles (revenue cycles) /month

$199

/month

Net Monthly Savings: $24,801
Start Saving Now

14-day free trial • No credit card required

Calculations assume: 10 hours saved per deal, CDOC reduces manual work by 90%

PROFESSIONAL PROJECT AUTO-CREATION

Not Just Empty Projects,
Fully Configured Workspaces

When a deal closes, cDoc deploys comprehensive project workspaces with structure, context, and everything your team needs to start delivering immediately.

Web Development Project
Client: Acme Inc • Budget: $15,000
Discovery & Planning
2 tasks
3
Design & Development
8 tasks
0
Testing & Launch
5 tasks
Automatically created from
"Web Dev" Template
Team members

Customizable Templates

Project structures based on your service types (Web Development, Marketing Campaign, etc.) ensuring consistency and quality standards across all client work.

Smart Tax Automation

Automatically adds correct tax breakdown (GST, VAT, Sales Tax) to draft invoices in Xero based on your business location, protecting revenue and ensuring compliance.

Real-time Bidirectional Sync

Changes in any connected platform automatically reflect across all systems, keeping your sales, finance, and delivery teams perfectly aligned.

Automation Health Monitoring

Proactive monitoring with instant alerts for any automation failures, ensuring your revenue cycle never experiences downtime.

CHOOSE YOUR AUTOMATION STACK

Pricing Built for
Every Stage of Growth

Select the perfect automation experience for your business needs, with transparent pricing based on your revenue cycle volume.

Basic

For freelancers & small teams
$99/month
$1,000 annually • Save 16%
50 RevCycles / month
  • 5 Core Automations (Deal → Project → Invoice → Payment)
  • HubSpot, Asana & Xero Connected
  • End-to-End Deal Lifecycle Automation
  • Automation Health & Failure Monitoring
  • Standard Support
Get started with HAX

Pro

For agencies & SMBs
$199/month
$2,000 annually • Save 16%
300 RevCycles / month
  • 5 Core Automations (Deal → Project → Invoice → Payment)
  • HubSpot, Asana & Xero Connected
  • End-to-End Deal Lifecycle Automation
  • Automation Health & Failure Monitoring
  • Priority Support
  • Custom Template Creation
Get started with HAX

Enterprise

For high-volume agencies
$399/month
$4,000 annually • Save 16%
Unlimited RevCycles
  • 5 Core Automations (Deal → Project → Invoice → Payment)
  • HubSpot, Asana & Xero Connected
  • End-to-End Deal Lifecycle Automation
  • Automation Health & Failure Monitoring
  • Dedicated Account Manager
  • Custom Integration Development
Get started with HAX

All plans include a 14-day free trial with 15 RevCycles. No credit card required to start.

PERFECT FOR YOUR BEST LEADS

Automate Certainty into
Every Revenue Cycle

Digital & Service Agencies • B2B SaaS Companies • Consulting & Professional Services Firms • Tech-Enabled Freelancers

"With CDOC, you're not just automating tasks—you're automating certainty."

Every closed deal automatically becomes an accurate invoice, collected cash, and a project ready for delivery.

Start 14-Day Trial (15 Revenue Cycles) Schedule a Demo
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