RetainerGuard – Make.com Agency Scope Tracker, Stripe/Xero Billing & P1 SLA Watchdog
Dual FinOps and support governance scenario on Make.com that monitors Jira/ClickUp sprint hours against monthly client retainer caps, auto-generates itemized Stripe/Xero invoices, and escalates P1 support tickets within 15 minutes.
- Client : Syncera Cloud & B2B Agency Partners
- Duration : 4 Weeks
- Year : 2026
- Tags : Automation , Make.com , FinOps & Billing , Helpdesk SaaS , SLA Monitoring
- Website : support.aceviral.me
Project Overview: RetainerGuard – Make.com Agency Scope Tracker, Stripe/Xero Billing & P1 SLA Watchdog
RetainerGuard is a financial operations (FinOps) and SLA governance automation scenario built on Make.com for B2B software studios and digital agencies managing recurring retainer squads.
The Business Challenge & Technical Requirements
Engineering and creative teams log hours across Jira and ClickUp, while finance teams use Stripe and Xero. Without real-time synchronization, agencies suffer from unbilled scope creep, delayed month-end invoicing, and missed P1 ticket response windows.
Live Platform & Mobile Application Screens (support.aceviral.me)
Technical Architecture & Full-Stack Implementation
Cynsera engineered a Make.com scenario that aggregates logged Jira/ClickUp hours daily, triggers an automated Slack and email alert when a client retainer crosses 80% utilization (with a 1-click top-up approval link), compiles itemized sprint deliverables into Stripe/Xero invoices at month-end, and runs a 5-minute watchdog router on Syncera Support to escalate unacknowledged P1 tickets to engineering leads.
Key Outcomes & Measurable Impact
Eliminated 100% of unbilled scope leakage, maintained 100% P1 SLA compliance, and compressed monthly retainer billing from 2 days to 5 minutes.
Explore the Live Platform: Visit support.aceviral.me ↗