One invoice, one payment method, one renewal — for your entire organization.
Unified Billing consolidates all DataSetIQ charges — seats, add-ons, overages, enterprise features — into a single monthly or annual invoice with one payment method and one renewal date. No more chasing scattered individual subscriptions, no billing chaos, no procurement nightmares.
Finance teams love this. Instead of processing 10 individual credit cards for 10 analysts, they process one invoice with clear line items: "15 Team Seats @ $X/seat," "SSO Add-On," "Overage: 5 Research Packs @ $Y each." Clean, auditable, predictable.
Unified Billing also includes budget forecasting, usage analytics for cost allocation, and automated invoicing via email or API — everything finance and procurement need to manage DataSetIQ spending effortlessly.
Single consolidated invoice
All charges appear on one invoice: seats, add-ons, usage-based fees, enterprise features. No more 10+ individual invoices per month.
One payment method
Set corporate credit card, ACH transfer, or wire transfer as primary payment method. All charges automatically process against this one method.
Unified renewal date
All seats and add-ons renew on same date. No more tracking 10 different renewal dates for 10 different subscriptions. One date, one renewal, done.
Budget forecasting
See projected costs for next quarter/year based on current usage. E.g., "At current usage, Q1 2025 cost = $12,500." Perfect for annual budgeting.
Usage-based cost allocation
See per-user or per-team usage (briefs generated, Research Packs downloaded, searches performed) for internal cost allocation and chargeback.
Automated invoicing via email or API
Invoices automatically emailed to finance team or pulled via API for integration with NetSuite, SAP, QuickBooks, or other ERP systems.
Purchase Order (PO) support (Enterprise)
Submit PO for annual contracts. We bill against PO with NET30 or NET60 terms. Perfect for large organizations with procurement requirements.
Payment Method: Corporate Visa ending in 4242
Renewal Date: January 1, 2025
Invoice ID: INV-2024-12-001
PO Number: PO-MACRO-2024-Q4
Annual Budget Planning: Finance team exports usage forecast from Unified Billing dashboard: "Projected 2025 cost = $24,000 based on 15 seats + SSO add-on." They approve budget, no surprises.
Department Chargeback: Research team (10 seats) and trading desk (5 seats) share one DataSetIQ Team plan. Finance uses Unified Billing usage analytics to allocate costs: Research = $1,200/month, Trading = $600/month.
Procurement Compliance: Large bank requires PO for all software purchases. Admin submits PO via Unified Billing portal → DataSetIQ invoices against PO with NET30 terms → bank pays via wire transfer → procurement audit passes.
ERP Integration: Finance team integrates Unified Billing API with NetSuite. Every month, invoices automatically flow into NetSuite for reconciliation and payment processing — zero manual data entry.
A macro research division at an investment bank has 20 analysts using DataSetIQ. Before Unified Billing, 12 had individual Pro subscriptions (each with different renewal dates, different credit cards), and 8 had no official access (sharing logins).
Finance was processing 12 separate invoices per month, tracking 12 different renewal dates, and chasing 12 expense reports. Procurement flagged this as "billing chaos" during audit.
They switch to Team plan with Unified Billing: 20 seats, SSO add-on, one invoice, one renewal date (January 1), one corporate card. Finance now processes one invoice per month instead of 12. Procurement audit passes with flying colors.
Annual time saved for finance team: 40+ hours (no more chasing receipts, reconciling statements, tracking renewals). Head of research gets budget approved for 5 more seats based on clean usage analytics from Unified Billing.
Included with all Team plans. Enterprise features (PO support, API access, NET30 terms) available as add-ons.
Simplify your billing →