AdvicePay + Milemarker Integration

AdvicePay + Milemarker Integration | Own Your Data

Connect Xtiva and Milemarker to Optimize Compensation and Performance Workflows

Set Up Your First Integration

Connect AdvicePay, the leading billing and payment platform built for fee-for-service financial advisors, with Milemarker to automate revenue workflows, synchronize client billing data, and enhance operational oversight across your practice.

Milemarker integrates with AdvicePay to bring real-time payment, invoicing, and billing data directly into your firm’s core systems. Automate revenue processes, trigger compliance workflows, and ensure every transaction is captured where it matters most.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new invoice is created or paid in AdvicePay
A subscription plan is initiated, modified, or canceled
A client completes a payment authorization or engagement agreement

Add Your Action

An Action is what Milemarker does in response—like:

Syncing billing and payment data to your CRM or financial dashboard
Notifying your team when payments are received or missed
Triggering follow-up workflows for onboarding, renewals, or compliance

You're Connected!

Once connected, Milemarker ensures that all billing activity from AdvicePay flows seamlessly into your operational workflows—eliminating manual entry, ensuring accuracy, and keeping client billing in sync with your broader tech ecosystem.

⚙️ Supported Data and Workflow Channels via AdvicePay

- One-Time & Recurring Payments
- Subscription Plan Activity

- Invoice Status & History
- Client Agreements & E-Signature Events

Why Choose Milemarker?

Revenue Workflow Automation

Eliminate the gap between payments and internal actions

Real-Time Notifications

Know when billing events happen and respond instantly

Optimized for Advisory Firms

Designed to support fee-for-service and fiduciary business models

Power Seamless Billing Operations with AdvicePay + Milemarker

If your firm uses AdvicePay to manage client payments and billing, Milemarker helps you tie those transactions to operational workflows—automating follow-ups, syncing data, and boosting transparency across your business.

Let’s connect AdvicePay and Milemarker today.