How Loop AI Eliminated Manual Billing and Unlocked Real-Time Revenue Visibility with Zenskar
How Loop AI Eliminated Manual Billing and Unlocked Real-Time Revenue Visibility with Zenskar

How Loop AI Eliminated Manual Billing and Unlocked Real-Time Revenue Visibility with Zenskar

How a lean finance team at Loop AI automated invoicing, revenue recognition, and reporting across a complex franchise customer base with Zenskar.
INDUSTRY
SaaS
REGION
USA
INTEGRATIONS
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"All of our invoices are now getting automatically generated from Zenskar. It has made her life easier for sure."— Adhyan Dhanuka, Senior Finance Manager, Loop AI

About Loop AI

Loop AI is a delivery intelligence platform that helps multi-location food brands recover margin lost to third-party delivery channels, automating chargeback recovery, optimizing delivery fees, and surfacing profitability insights across franchise networks. Headquartered in San Francisco, Loop AI serves some of the most recognized names in the restaurant industry, from large franchise groups to fast-casual brands operating across hundreds of locations nationwide.

Adhyan Dhanuka, Senior Finance Manager, and Megha Hegde, Senior Billing Analyst, together own revenue operations at Loop AI. Adhyan leads the finance function, and Megha oversees day-to-day billing operations, including invoice generation, collections, and payment reconciliation across Loop AI's full customer base.

The Complexity Behind Their Revenue Operations

Fixed fees, variable revenue share, and 100s of franchise locations to track

Loop AI sells five products. Four of them (Loop Platform, Guard, TruROI, and Reengage) are fixed-fee subscriptions priced per location. 

The fifth, Recover, works differently: Loop AI charges a percentage of the savings it actually delivers for each customer that month. No savings, no charge. Real savings, real fee.

That variable component makes revenue operations genuinely dynamic. Every billing cycle, Megha would go into Loop AI's internal dashboard, pull active location counts per customer, calculate that month's Recover savings figures, and translate both into their invoicing system. The process was thorough and accurate, but it required careful, manual work for every customer, every month.

Franchise billing has its own set of rules

Restaurant franchise groups have billing requirements that don't map cleanly to a standard SaaS model. A single-parent account typically has multiple child entities: regional operators or individual franchise locations, each with its own invoice, billing contact, and product configuration, while the parent needs consolidated visibility across all of them.

Some groups want one master invoice. Others need separate invoices routed to distinct contacts per child entity, with different products active at each level.

The team had built a well-functioning system for tracking parent-child relationships, generating invoices per entity, and reconciling bank transfers and checks. 

But, as Loop AI's customer base grew and franchise complexity deepened, Adhyan and Megha realized it was the right moment to bring automation to what they had built, and to find a platform that could carry the operational weight so the finance team could focus on higher-order work.

Finding the Right Platform

A thorough evaluation across platforms

Sriram AR, VP at Loop AI, had come across Zenskar and flagged it for the finance team to review. Adhyan and Megha conducted a structured evaluation across several platforms in parallel.

One platform's reporting was too rigid, dashboards were largely fixed, with limited ability to configure views or extend them to match how Loop AI analyzed its business.

Another could handle the complexity Loop AI needed, including standalone selling price (SSP) support for revenue recognition across multiple modules, but priced that capability as a separate add-on at $20,000–$25,000 annually on top of the base platform.

What Made Zenskar the Right Fit

After sandbox access and a custom technical demo covering Salesforce, BigQuery, and SSP, three things pushed Zenskar to the top.

SSP revenue recognition, included in the base pricing.

Loop AI charges customers a single bundled fee but internally attributes that revenue across five products at different ratios, a requirement for ASC 606 compliance that most platforms either can't handle natively or charge a significant premium to unlock.

Native BigQuery connector.

 Loop AI's Recover product data, chargeback savings per customer per month, lived in BigQuery. A direct connector meant no custom integration, no ongoing engineering dependency, and no manual exports to maintain each billing cycle.

Flexibility to model parent-child hierarchies at the contract level.

Zenskar supported distinct invoices per child entity with consolidated reporting at the parent, matching exactly how Loop AI's franchise customers were structured, without any workarounds or custom configuration.

After sandbox testing, where Megha and the team walked through invoicing, SSP setup, and the parent-child hierarchy configuration, she gave the evaluation a clean close.

"We went through everything we needed from a finance and billing perspective, and Zenskar had it all. That gave us the confidence to move forward."– Megha Hegde, Senior Billing Analyst, Loop AI

Implementing Zenskar End-to-End

Choosing how data would flow into the system

Implementation began in September, with Manik Chawla, Loop AI's Founding Engineer, anchoring the technical integrations on their side alongside the Zenskar implementation team.

The first major architectural decision was how usage data would flow. The team evaluated two options:

  • Zenskar querying Loop AI's BigQuery tables directly on a scheduled basis
  • Loop AI pushing daily usage events into Zenskar via API

They landed on API push. It gave the team precise control over what was sent and when, making it straightforward to verify data accuracy before invoices were generated each billing cycle.

"We wanted to own what went in and when. API push gave us that control, and it made validation much cleaner on our end." – Manik Chawla, Founding Engineer, Loop AI

Migrating existing contracts and two-plus years of revenue data

Before the first invoice could go out from Zenskar, the existing customer base had to be mapped correctly. That meant configuring parent-child hierarchies for franchise groups, setting up SSP attribution ratios across the five products, and handling the full range of contract types, including usage-only Recover contracts, fixed-pricing structures, and mid-contract location expansions.

For the SSP setup, the team landed on a clean and repeatable structure:

  • Five product entitlements per contract, each flagged active or inactive
  • Revenue attribution ratio defined once at the product level, applied automatically across every contract sharing that structure

Historical revenue data going back more than two years was also ingested, so that analytics on MRR movement, product-level splits, and retention metrics could reflect Loop AI's full trajectory from day one.

Salesforce as the trigger for every new deal

Alongside the migration, the team configured a Salesforce sync so that newly closed deals flow directly into Zenskar as draft contracts. The finance team reviews, confirms the onboarding date, and the billing cycle begins. For the existing customer base, migration happened via CSV. For every new deal going forward, Salesforce handles the trigger automatically.

What Changed

Invoices go out on schedule, without manual workarounds

Usage data arrives in Zenskar from Loop AI's systems daily. At the billing date, invoices are generated, queued, and ready for review. Megha approves, and they go out. The location lookup, manual entry, and cross-referencing steps the team had handled carefully by hand are now automated end-to-end.

"All of our invoices are now getting automatically generated from Zenskar. We are able to push data accurately. There were a couple of hiccups on our end initially, but we have figured those out. Now all of them are getting generated accurately." – Adhyan Dhanuka, Senior Finance Manager, Loop AI

Any report, available in minutes, no spreadsheet required

Before Zenskar, whenever leadership needed a revenue waterfall, a churn breakdown by product, or a segment-level ARPU view, the finance team would build it from source data. Accurate, but time-consuming every single time.

With Zenskar's analytics module live, those reports take minutes to generate and are always current. Adhyan uses them as the single source of truth in conversations with leadership and with the sales team, tracking which products are growing their revenue share, spotting early contraction signals, and understanding the retention picture across segments.

"Anytime someone asks me for any sort of report, it's easily available on the dashboard. I don't have to do manual calculation again and again." – Adhyan Dhanuka, Senior Finance Manager, Loop AI

Customers can see their own invoices inside Loop AI's product

The team connected Zenskar's customer portal API directly to the Loop AI dashboard. Franchise operators can now see their full invoice history, outstanding balances, and payment status from inside the product they already use every day, with no separate login or back-and-forth with the customer success team required.

Revenue attribution auditable across every contract

The SSP module automatically attributes each customer's bundled fee to the correct product lines at defined ratios and prepares journal entries for QuickBooks. What had been a careful manual calculation each month is now systematic, consistent, and traceable across every contract in the system.

"The visibility we have now is on a different level. Every invoice, every revenue split, every payment, it's all in one place, and we can trace it back in seconds." –Megha Hegde, Senior Billing Analyst, Loop AI

The Impact

20+ hours saved per month across invoicing, reconciliation, and reporting

What the team had managed through a well-designed manual process now runs on a schedule. Megha reviews and approves; Zenskar handles the assembly. Automated invoice generation, live analytics dashboards, and integrated Stripe payment reconciliation have together freed up meaningful time that the finance team now directs toward higher-value analysis and strategic work.

Finance reporting that used to take days now takes minutes

Loop AI's full MRR trajectory, product-level revenue attribution, retention metrics, and customer-level trends are visible in a single environment, queryable in real time. The manual effort of assembling reports from multiple sources is gone, and leadership now has a reliable single source of truth for every revenue conversation.

30% reduction in invoice-related customer support queries

By connecting Zenskar's API to their own product, Loop AI gave their restaurant operator customers direct access to their invoice history, outstanding balances, and payment status from inside the Loop AI dashboard. 

Invoice-related queries that previously required a customer success touchpoint are now resolved by customers themselves, reducing inbound support volume.

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