How Firstbase completed its Startup OS with Embedded Invoicing

How Firstbase completed its Startup OS with Embedded Invoicing

How Firstbase completed its Startup OS with Embedded Invoicing

From Startup to Scale

From Startup to Scale

From Startup to Scale

The integration improved platform stickiness, accelerated payment cycles, and strengthened Firstbase's position as the complete operating system for entrepreneurs building US-based businesses globally

The integration improved platform stickiness, accelerated payment cycles, and strengthened Firstbase's position as the complete operating system for entrepreneurs building US-based businesses globally

The integration improved platform stickiness, accelerated payment cycles, and strengthened Firstbase's position as the complete operating system for entrepreneurs building US-based businesses globally

Overview

Firstbase is the all-in-one startup operating system used by more than 30,000 founders to launch, manage, and scale US based businesses from anywhere in the world. From incorporation and compliance to bookkeeping and annual tax filings, the platform removes traditional barriers to entry – making it easier than ever to start and run a company.

But as more users moved from formation into day-to-day operations, a missing piece became clear: invoicing and payments.

Founders were turning to fragmented third-party tools to manage their revenue workflows, resulting in friction, delays, and a poor customer experience. For Firstbase, this represented both a risk to retention and a missed opportunity to capture more value from its user base.

To solve this, Firstbase partnered with Monite to embed invoicing and payments directly into its platform, seamlessly completing the startup journey and improving product stickiness.

The challenge

Firstbase had built an exceptional product for getting startups off the ground – but many users still struggled with the final mile: getting paid.

Customers were encountering several key issues:

  • Manual, non-compliant invoicing tools that lacked professionalism and scalability

  • No integrated payment tracking, leading to missed follow-ups and unpaid invoices

  • Zero cash flow visibility inside the Firstbase environment

These challenges slowed growth for founders and increased the likelihood of churn as users sought external financial tools to fill the gaps.

To extend its value proposition and move closer to a full-service operating system, Firstbase needed a native invoicing solution. It needed to be delivered in a way that didn’t require building and managing complex financial infrastructure in-house.

The solution

Firstbase integrated Monite’s embedded finance APIs to offer invoicing and payment collection natively inside the Firstbase platform.

In just a few weeks, Firstbase launched fully integrated invoicing. Now Founders can create and send branded, tax-compliant invoices within their existing workflow

Monite’s plug-and-play architecture meant the Firstbase team didn’t need to worry about compliance, payment licensing, or managing financial complexity. Everything worked out of the box.

The results

The integration didn’t just close a product gap – it drove measurable business impact.

  • Increased Platform Stickiness: Founders now handle invoicing and payments without ever leaving the Firstbase platform, improving daily engagement and reducing reliance on external tools.

  • Faster Payment Cycles: With seamless payment links, customers get paid faster – especially important for early-stage companies managing cash flow..

  • Strengthened market positioning: Adding embedded finance made Firstbase more valuable to founders, especially those looking for a true one-stop back office solution.

Adding embedded finance made Firstbase more valuable to founders, especially those looking for a true one-stop back office solution.

What’s next

With invoicing and payments live, Firstbase is now working with Monite to roll out:

  • Recurring billing for subscription-based startups

  • Invoice financing integration to help founders smooth cash flow

  • Deeper integration across accounting, tax, and compliance tools

As Firstbase continues to scale globally, Monite helps power the invoicing layer behind the scenes – so Firstbase can stay focused on making entrepreneurship accessible, fast, and frictionless.

“Monite gave us the flexibility to add invoicing exactly the way we wanted – natively and without friction. It’s added real value for our customers, who need resource to grow their startups. That’s the win-win we were looking for.” Teague Sheldon | Product Manager | Firstbase