What is LISA Business?
LISA Business is part of the LISA SMB suite from Bluefort. It allows you to have an advanced subscription engine and automation platform directly embedded within your Microsoft Dynamics 365 Business Central ERP solution to manage open-ended subscriptions or contract-based subscriptions. It also offers advanced agentic solutions add-ons which help small and mid-sized businesses achieve more value from A.I.
LISA Business CRM is an add-on to LISA Business which enables selling open ended subscriptions or subscription contracts from Microsoft Dynamics 365 Sales which is built upon Microsoft Dataverse starting from CRM opportunities and flowing into CRM quotes and CRM Sales order and eventually into BC Sales Orders and LISA Business Subscription Plans.
A.I. Powered Contract Document Automation
Using the LISA Business – Contract Copilot Agent, one can highly automate the creation of subscription contracts and contract changes, based on emails received from customers.
Unified Subscription Lifecycle
LISA Business provides an end-to-end framework for managing the full lifecycle of subscription contracts from within Microsoft Dynamics 365 Business Central.
Subscription Contract Creation & Amendments
Create, sell, and modify subscription contracts directly from Microsoft Dynamics 365 Sales. Contracts can be imported from quotes, sales orders (BC or CRM), or external data feeds.
Native Integration with Business Central & Dataverse
Seamless data exchange enabled through the Bluefort BC/Dataverse Integrator ensures consistent subscription data across Dynamics 365 Business Central and Dataverse. this requires licensing and deployment of the Bluefort BC Dataverse Integrator
Lifecycle Management
Manage renewals, upgrades, cancellations, and amendments with version control, subscription history, and full audit visibility.
Flexible Product Configuration
Define billing models, enforce product-specific restrictions, and configure items as one-time fees, add-ons, or automatic add-ons.
Advanced Billing Scenarios
Consolidate multi-contract invoicing and support mid-term changes with automated proration.
Procurement-Based Subscriptions
Manage purchasing subscriptions, reselling activities, and margin tracking.
Automated Indexation
Apply pre-configured price indexing and CPI-based uplifts automatically.
Automated Renewal Processing
Automated renewal processing by automatically sending out emails to customers asking whether to renew or cancel their contracts at a specified time fence before contract expiration
Intelligent Billing & Collections
LISA Business enables automated billing processes for recurring and one-off subscription revenue streams.
Automated Billing Execution
Supports plan-based, seat-based, and usage-based subscription billing within a unified contract framework.
Combined Invoice Processing
Recurring and one-off charges can be merged into a single invoice.
Batch Operations
Schedule automated billing, renewals, and contract changes with minimal manual involvement.
Native Payment Collections Integration
Integrates with Bluefort TAPP to automate collections from major global payment service providers (PSPs).
Improved Subscription Financials
LISA Business ensures robust and compliant revenue recognition, deferrals, and financial automation across the subscription lifecycle.
Revenue Deferrals
Supports straight-line, milestone-based, and event-based deferrals for both Sales and Purchasing Subscriptions.
Multi-Element Allocation
Automatically splits subscription revenue across multiple components based on configurable allocation rules.
IFRS 15 / ASC 606
Aligns with major revenue recognition standards with automated processing and reporting.
Real-time Performance Visibility
Gain insight into subscription performance with ready-to-use analytics dashboards such as:
- Dashboards & KPIs
- Monthly Recurring Revenue (MRR)
- Annual Recurring Revenue (ARR)
- Churn metrics
- Deferral balances
- Revenue waterfalls
- Additional subscription-related KPIs
Business Value
LISA Business enables small and mid-sized organizations to operationalize subscription and contract-based business models directly within Microsoft Dynamics 365 Business Central, without relying on disconnected systems or manual workarounds.
By embedding an advanced subscription engine, intelligent automation, and AI-driven contract capabilities into the ERP, LISA Business delivers value across commercial, financial, and operational dimensions.
With AI-powered contract document automation and native subscription lifecycle support, LISA Business significantly reduces the effort required to create, amend, and manage subscription contracts.
Organizations can:
- Automate the creation of subscription contracts and contract changes using AI agents
- Convert quotes, sales orders, and external data feeds into structured subscription contracts
- Apply upgrades, downgrades, cancellations, and renewals with full version control and audit visibility
This shortens sales cycles, reduces manual errors, and ensures contractual consistency across the organization.