LISA Business · Revenue Model Management · SMB Suite
Every commercial model your business runs. Natively inside Dynamics 365 Finance. Certified for Microsoft Dynamics 365. Built for enterprise scale, multi-entity, and upgrade-safe.
Recurring revenue drives growth for Business Central SMBs, but can quickly
overwhelm small finance teams. Every new plan, price change, and amendment
creates manual work, from spreadsheets to corrected invoices and month end
recognition. LISA Business makes growth less administrative.
Launch the plans, bundles, add-ons, usage-based tariffs, and price changes the market asks for, created from quotes and orders in BC or CRM, or imported from external feeds. Sell and amend from Dynamics 365 Sales, with everything landing correctly in Business Central. The next offer is a configuration, not a project.
Consolidated invoicing with automatic proration. Straight-line, milestone, and event-based deferrals, multi-element revenue re-allocation, IFRS 15 / ASC 606 compliance, automated, auditable, with full version history on every contract. MRR, ARR, churn, and deferral balances on dashboards, not in spreadsheets.
LISA Business extends Business Central beyond basic recurring billing into full Revenue Model Management: recurring subscriptions, consumption and usage-based billing, one-time fees, add-ons, and resold agreements, in one lifecycle. Bill fixed quantities or actual metered usage, with minimum-consumption thresholds protecting baseline revenue. Run calendar-aligned or anniversary-based (rolling) cycles, with automatic first-period pro-ration handled for you. Generate recurring physical or digital deliveries on their own cadence with delivery schedules. Create or import contracts from quotes, orders, feeds, and workflows; manage renewals, amendments, and cancellations with full version control and audit trail; and let batch operations orchestrate it all with minimal intervention.
Substantiated by:
The finance layer runs itself, with three recognition models, not one: straight-line over time, milestone-based, and event-based — revenue recognized when a real business event fires (attendance, consumption, token burn, or an external API trigger), not just spread across a calendar. Deferrals run across both sales and purchasing subscriptions. Multi-element revenue re-allocation splits revenue across components by rule. IFRS 15 / ASC 606 compliance is automated, auditable to the recognition event, with fewer errors and a faster close. Price indexing applies pre-configured rules and CPI uplifts across products and contracts in one pass.
Substantiated by:
This is not roadmap AI, it ships today. The LISA Contract Entry Agent reads the source: an email, a Teams message, an attachment, and converts it into post-ready subscription actions: quotes, orders, changes, and cancellations prepared around the clock, with pricing and governance staying inside Business Central and a person approving what posts. The Due Diligence Sentiment Agent extends the same governed pattern to customer and vendor risk. A scored, sourced signal inside Business Central.
Substantiated by:
Subscriptions, contracts, selling, and amendments are fully integrated with Dynamics 365 Sales — the deal is quoted and amended in CRM, and lands correctly in Business Central without re-keying. Through the BC Dataverse Integrator, sales, finance, and service teams work from one revenue data model: consistent pricing on quotes and orders, and reliable data behind every downstream decision.
Substantiated by:
Most subscription tooling only looks at what you sell. LISA Business also runs what you buy: purchase subscriptions from vendors, resell them, and track margin comprehensively across the book — with deferrals handled on the purchasing side as rigorously as on sales. For resellers, MSPs, and any business whose recurring revenue has recurring cost behind it, the margin is finally a number the system knows.
Substantiated by:
Capability
What it Means in Practice
Create and import subscriptions
From sales quotes and orders — BC or CRM — external feeds, and automated workflows.
Per-unit and consumption plans
Bill fixed quantities upfront, or actual/estimated metered usage in arrears — consumption and per-unit lines can share one plan.
Customer meters
Link a meter to a consumption line; readings aggregate and price automatically, with minimum-consumption thresholds protecting baseline revenue and optional itemized invoicing.
Calendar vs rolling cycles
Calendar-aligned billing for clean period accounting, or anniversary-based rolling cycles — with automatic first-cycle pro-ration and a Telco-style combined-first-cycle option.
Delivery schedules
Predefined recurring delivery orders generated on their own cadence, separate from billing — with entitlement (zero-price) lines and cycle-inclusion rules.
Change management
Renewals, amendments, cancellations, and upgrades with full version control, subscription history, and audit trail.
Flexible models
One-time fees and add-ons configured as subscription products; consolidated invoicing; automatic proration on every change.
Batch billing operations
Automated orchestration of billing, renewals, and contract changes with minimal user intervention.
Capability
What it Means in Practice
Straight-line & milestone deferrals
Time-based and milestone recognition across sales and purchasing subscriptions.
Event-based revenue recognition
Revenue recognized on real business events — attendance, consumption, token burn, or API trigger — with full deferral-balance visibility and audit trail.
Multi-element revenue re-allocation
Subscription revenue split accurately across all components, by rule (MEA).
IFRS 15 / ASC 606 compliance
Automated compliance with accurate reporting, fewer errors, and a faster close.
Price indexing
Pre-configured indexing rules and CPI percentage uplifts applied across multiple products and contracts.
Capability
What it Means in Practice
Selling from Dynamics 365 Sales
Subscriptions, contracts, selling, and amendments fully integrated with CRM.
One revenue data model
Bi-directional synchronization with Dataverse and the CE stack via the BC Dataverse Integrator (separate product).
Analytics out of the box
Dashboards for MRR, ARR, churn, deferral balances, revenue waterfalls, and trends — no BI project required.
Capability
What it Means in Practice
Resell & purchase
Purchase subscriptions, resell them, and manage the book with comprehensive margin tracking.
TAPP integration
Native integration with TAPP (separate product): automated banking transactions, invoice settlement, cash receipts, and G/L postings.
Governed, ERP grade AI, not a chatbot bolted on. Both agents work inside the same pricing, permissions, and audit framework as everything else in Business Central, with a person always reviewing and approving what ultimately posts.
Turns any email, Teams message, or attachment into a post-ready subscription action: quotes, orders, changes, and cancellations, prepared 24/7 with controlled, auditable logic.
A fully independent, Business Central only product that extends the same governed pattern to due diligence, with agentic review embedded directly into the everyday flow of work.
Most platforms stop at the invoice. LISA Business completes the cycle with TAPP, Bluefort’s separately licensed payment orchestration product: automated banking transactions, invoice settlement, cash receipts, and G/L postings, with Stripe, GoCardless, and Adyen embedded natively in Business Central. No handoff to an external payment system, at any stage.
SaaS & SoftwareUsage, tiers, true-ups, and renewals managed at scale, with recognition that keeps pace with how you price.
Retail & eCommerceSubscription commerce with seamless fulfillment attached, delivery schedules, entitlements, and omnichannel billing in one ledger.
MembershipsNet membership revenue, maximized. Renewals, tiers, and member entitlements without manual administration.
e-LearningCohorts, licenses, and content access as commercial models: billed, entitled, and recognized correctly.
Energy RetailConsumption billing at meter precision, real-time usage to accurate invoice, inside the platform.The SMB Suite is built for partner-led growth, and Velocity is the engine: the Bluefort partner program that
turns recurring revenue into a repeatable practice. Proven attach patterns for LISA Business, TAPP, and
the Integrator; AI revenue use cases your customers ask for by name; enablement assets and optional delivery
support, with up to 45% margin.
Up to
45% margin
Proven attach
patterns
AI revenue
use cases
See it Running Your Models.
Bring your messiest contract change. We will run it live.
