Because nobody got into this business to copy-paste from PDFs.
Even if you have a clean, unified view of your recurring services, someone still has to:
Read and interpret bulk vendor invoices
Match charges to customers, partners, and services
Update contracts and renewal dates
Create billing lines in your ERP or PSA
Chase gaps, errors, and missed renewals
That’s exactly what the Automation Layer is built to handle. It sits on top of the Hub and handles the repetitive, error-prone work that keeps recurring services alive — across vendors, partners, and tools.
The engine that turns service data into workflows.
The Automation Layer is a set of channel-aware workflows that:
Listens to what’s happening in the Service Delivery Hub
Applies rules based on your commercial models, contracts, and partner structures
Triggers actions in the systems you already use — billing, ticketing, CRM, ERP, PSA, you name it
From vendor invoice to ready-to-post billing — and beyond.
Invoice decoding & allocation
Vendor sends you a bulk invoice. Instead of someone manually deciphering line items, the Automation Layer:
Reads invoice data (files, portal exports, etc.)
Matches charges to the right customers, partners, and services in the Hub
Flags anything that doesn’t match cleanly for review
Renewal tracking & follow-up
The Hub knows what’s expiring. The Automation Layer decides what to do about it:
Groups upcoming renewals by customer, vendor, or responsible integrator
Creates tasks, tickets, or notifications in your CRM or PSA
Reminds the right people at the right time — not everyone, all the time
Billing preparation & export
Instead of building billing runs from scratch, the Automation Layer:
Combines service data from the Hub with your pricing and revenue sharing rules
Builds customer-level billing lines (by product, site, bundle, etc.)
Applies the correct markups, discounts, and partner splits
Outputs clean, structured data ready to be pushed into your ERP or PSA
Automation that respects your existing stack.
Sharlic doesn’t replace your ERP, PSA, CRM, or ticketing tools. The Automation Layer works with them:
Pushes ready-to-post billing data into your financial systems
Creates or updates tickets and tasks where your teams already work
Feeds renewal and service information back into sales workflows
Keeps vendor-facing and customer-facing systems aligned through the Hub
Let the machines do the repetitive work for once.
If your recurring business still depends on manual effort every billing cycle or renewal period, Sharlic is your way out. Keep your existing tools. Keep your channel model. Let us handle the glue work that keeps everything moving.