Coperniq Supercharges Solar Platforms with Embedded AR/AP and Payments

Overview:

Coperniq is a fast-scaling vertical SaaS platform built for the solar industry, helping residential and commercial solar providers manage every part of their workflow. From project scheduling to system monitoring and analytics, Coperniq aim to provide a seamless back office experience for their customers. As the platform expanded, the team recognised a new opportunity: giving users tighter control over their finances.

Coperniq’s users, often lean solar teams or contractors, were spending hours a week juggling invoices, tracking payments manually, and struggling to manage vendor payables. Cash flow issues weren’t just operational headaches, they directly limited profitability and growth.

By embedding invoicing and bill pay directly into their platform, Coperniq saw a chance to eliminate a major user pain point and unlock recurring revenue at the same time. They turned to Monite to make it happen, fast.

The Challenge:

Even with robust project management features, Coperniq users still relied on external tools like QuickBooks, spreadsheets, or paper-based systems to manage finances. The platform team kept hearing the same complaint, “We’re great at installing solar, not chasing invoices.”

This fragmentation led to:

• Delayed payments and inconsistent cash flow
• Hours lost to manual reconciliation and status updates
• Missed early payment discounts and billing errors
• A lack of professional finance workflows that scaled with users

Coperniq wanted to own the full workflow from job completion to invoice paid, but building financial infrastructure from scratch wasn’t a realistic option.

They needed:

• A quick-to-integrate solution that wouldn’t distract from their core roadmap
• Compliance across multiple regions and financial flows
• A monetization opportunity that could grow with user engagement

The Solution:

Coperniq embedded Monite’s AR/AP and payments engine into their platform using Monite’s modular APIs and React SDK. This allowed them to launch fully branded financial tools inside their existing UX in just a few weeks – without major dev overhead.

Key features launched:

Branded invoicing:

Embedded payment links:

: Vendors can be onboarded, approved, and paid directly inside Cpperniq

AI-powered reconciliation:

Multi-user access controls:

Built-in compliance:

• Branded invoicing: Users can send sleek, on-brand invoices with Coperniq’s look and feel
• Embedded payment links: One-click payment options help reduce delays and friction
• Bill pay workflows: Vendors can be onboarded, approved, and paid directly inside Cpperniq
• AI-powered reconciliation: No manual updating needed with automatic payments and bills matching.
• Multi-user access controls: Ensures only the right roles can approve or schedule payments.
• Built in Compliance: Local tax handling and e-invoicing rules are covered out of the box

All of this created a truly end-to-end experience from managing a project to getting paid for it.

The Results:

The rollout of embedded invoicing and bill pay helped Coperniq elevate its platform from operational tool to financial hub:

On-time payments increased by 42%, thanks to smarter reminders and frictionless payment links

• 6–8 hours saved per week per user through automation and reduced reconciliation
• Retention improved by 30% among users actively engaging with finance tools
• New monetization layer unlocked through revenue share on payment volume
• Greater product stickiness, with users now managing jobs and money in one place

What’s Next:

Coperniq is now expanding its financial workflows. They’re looking into recurring payments for ongoing maintenance contracts, deeper accounting integrations, and embedded insights to help users understand payment behaviour and optimize cash flow.

As solar contractors mature, Coperniq is positioning itself not just as a project management tool, but as the operating system for the entire business.