Payaca

What Payaca does

Payaca is a UK-based B2B SaaS company, founded in 2018 and headquartered in Bristol, that builds an AI-native operating system for clean tech installation businesses. Its platform replaces the fragmented stack typically used by solar, heat pump, battery storage, and EV charger installers, which historically relied on a combination of generic CRM, quoting tools, scheduling software, field apps, and permit trackers, with a single system organised around the project as the primitive unit of work rather than the deal. The product surface includes a sales pipeline and CRM, sales and quoting with multi-technology proposals and design tool imports (OpenSolar, Aurora, EasyPV, Heatpunk), operations and scheduling with map-based crew dispatch, finance and reporting with two-way accounting sync (Xero, QuickBooks), customer portal, compliance and documentation workflows (AHJ, MCS, ITC, utility interconnection), an offline-first mobile field app for iOS and Android, and an AI assistant called Agent Dave that takes action on user data and is accessible via an MCP (Model Context Protocol) server.

The platform is differentiated by vertical-specific data models and stage-gated compliance enforcement, where projects cannot advance until deposit paid, plan check approved, electrical inspection signed, or ITC documentation is complete. The AI layer is woven into the product with 70+ configurable workflow triggers that can be authored through natural-language conversation with Dave. The company is ISO/IEC 27001:2022 certified and offers a full OpenAPI-documented REST API plus the MCP server for custom integrations and AI extensibility.

Payaca's revenue model is a tiered SaaS subscription across Core (growing installers replacing spreadsheets/generic CRM), Growth (scaling installers with multiple sales reps and crews), and Scale (enterprise and franchise networks) plans, billed monthly. Go-to-market is sales-led with demo-based engagement and personalised video walkthroughs, complemented by content marketing, SEO comparison pages, customer referral programmes, and direct enterprise sales. The company has 500+ installers onboarded, enterprise references including OVO Solar & Heating (12 franchises), British Gas, and Centrica, and is expanding from its UK base into the US market with US-specific compliance workflows and a dedicated US go-to-market motion. Total disclosed funding to date is approximately $2.13M across five rounds since 2018, with Blackfinch Ventures leading two rounds.

Name

Payaca

Legal name

Payaca Ltd.

Website

https://payaca.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Payaca is a UK-based B2B SaaS company that provides an AI-native operating system replacing CRM, quoting, scheduling, permit tracking, and field service apps for solar, heat pump, battery storage, and EV charger installation businesses in the US and UK markets.

Ownership category

akta.pro rank

Product category

Clean Tech Field Service Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Robotic Process Automation (RPA) Platforms (HDAEAHAB)

Keywords

• Solar installation CRM
• Clean tech field service
• Heat pump installer software
• Battery storage operations
• EV charger installation platform

Headquarters

HQ city

Bristol

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription (Core Plan): Tiered SaaS subscription model with included users. Core plan includes migration support. Targets growing installers replacing spreadsheets or generic CRMs.
2. SaaS Subscription (Growth Plan): Mid-tier subscription for scaling installers with multiple sales reps, an ops manager and crews. Includes migration support and dedicated onboarding.
3. SaaS Subscription (Scale Plan): Enterprise tier for franchise and enterprise networks with standardised processes across teams and locations, unified reporting, and API access.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core offering

Payaca provides an AI-native, all-in-one SaaS platform that replaces standalone CRM, job management, permit tracking, and field service software for clean tech installation businesses. The platform handles the full lifecycle from lead capture through quoting, scheduling, compliance, installation, invoicing, and post-PTO service for solar, heat pump, battery storage, and EV charger installers. It includes an offline-first mobile app, AI assistant (Agent Dave), workflow automations, and integrations with Xero, QuickBooks, Stripe, OpenSolar, Aurora, EasyPV, and Heatpunk.

Product overview

Payaca is an AI-native all-in-one operating system for clean tech installation businesses, consisting of a unified platform that replaces separate CRM, job management, permit tracking, and field service tools. The core platform integrates a Sales Pipeline and CRM, Sales and Quoting module, Operations and Scheduling, Finance and Reporting, Customer Portal, and Compliance and Documentation — all sharing one database and single source of truth. Key product components include the Payaca Mobile App (offline-first field service app for iOS/Android), Agent Dave (AI assistant for natural language queries and workflow automation), Workflow Automations (70+ configurable triggers), and a REST API with MCP Server for custom integrations. The platform serves solar, heat pump, battery storage, and EV charger installers.

Differentiator

Problem solved

Functional benefit

Products and services

• Payaca Platform AI-native all-in-one SaaS platform that replaces CRM, job management, permit tracking, and field service apps for clean tech installers of solar, heat pump, battery, and EV charger systems. Sold in Core, Growth, and Scale subscription tiers and used by 500+ installers including OVO Solar & Heating, British Gas, and Centrica.
• Payaca Mobile App Offline-first iOS and Android field service app for engineers and installers providing schedules, job details, photo capture, digital forms, checklists, GPS-verified time tracking, and automatic data sync when connectivity returns. Designed for basements, rooftops, and rural sites with poor signal.
• Agent Dave AI assistant built into the CRM that takes real action on user data, answers natural-language questions such as "show me overdue jobs in Bristol", and helps build workflow automations through conversation. Combines instant AI answers with human expertise.
• Payaca REST API and MCP Server Full OpenAPI-documented REST API with 70+ webhook events for custom integrations, plus an MCP server enabling the platform to be extended with any external AI tool or agent framework. Targeted at enterprise customers and developers building custom workflows.

Quantifiable outcome

• US installers run 30-50 installs per month with one ops manager and small admin team
• +4 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability4 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationTwo-way accounting sync keeps invoices, payments, and contacts perfectly aligned. No double entry. Native integration included in the platform.
• QuickBookscoreTechnology or IntegrationTwo-way accounting sync keeps invoices, payments, and contacts perfectly aligned. No double entry. Native integration included in the platform.
• GmailcoreTechnology or IntegrationSend and track emails directly from customer records. Full conversation history stored against each customer. Forward inbound emails or BCC outbound.
• StripecoreTechnology or IntegrationPayment collection integration. Deposits at acceptance via Stripe. Handles ACH, card, and financing handoffs natively.
• ZapiercoreTechnology or IntegrationConnects Payaca to 5,000+ apps via Zapier integration. Automate lead capture, notifications, CRM updates, and custom workflows.
• OpenSolarcoreTechnology or IntegrationDesign tool integration - import system designs directly into proposals automatically. Panel layouts, equipment lists, energy production estimates imported, not re-entered.
• Aurora SolarcoreTechnology or IntegrationDesign tool integration for system design imports into proposals. Energy production estimates and financing options flow directly into quotes.
• EasyPVcoreTechnology or IntegrationUK-specific solar design tool integration. Particularly relevant for UK market with MCS documentation workflows.
• HeatpunkcoreTechnology or IntegrationHeat pump design tool integration. UK-specific tool for heat pump sizing and system design, integrated into proposal workflows.
• MCP ServercoreTechnology or IntegrationModel Context Protocol server enabling Payaca to be extended with any AI tool or agent framework. Open protocol for AI interoperability.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• JobNimbus: CRM and field service management platform for roofing and solar contractors with per-user pricing. The most directly comparable vertical competitor to Payaca for solar installers replacing generic CRMs.
• AccuLynx: CRM and project management software built specifically for roofing contractors with expanding solar functionality. Closely comparable vertical SaaS playbook targeting residential exterior contractors.
• OpenSolar: Free solar design and sales platform that includes proposal, CRM, and project management functionality. Competes with Payaca in solar installer workflow, particularly on quoting and design.

Broad incumbents

• ServiceTitan: Large-scale field service management platform primarily serving HVAC, plumbing, and electrical contractors at $300+/technician/month. Competes with Payaca for trade service businesses, particularly in heat pump and HVAC-adjacent installs.
• Housecall Pro: Field service management platform for SMB home service businesses with broad trade coverage. Competes with Payaca for heat pump and EV charger installers in the SMB segment.
• Salesforce: Dominant horizontal CRM that Payaca explicitly targets for replacement in the clean tech installer segment. Salesforce's Field Service and industry clouds represent an incumbent competitive threat as it expands vertical depth.
• HubSpot: Horizontal CRM and marketing platform commonly used by small installation businesses before outgrowing its trade-service fit. Listed by Payaca as a primary CRM replacement target.
• Pipedrive: Sales-focused CRM used by SMB installers that lack installation-specific workflow support. Payaca positions Pipedrive replacement as a primary use case for growth-stage installers.

Emerging players

• Aurora Solar: Solar sales and design platform with growing CRM-like functionality for residential and commercial installers. Payaca integrates with Aurora, indicating complementary positioning but overlapping end-buyer relationships.
• GoCanvas: Mobile forms, inspections, and field workflow platform used by contractors and trade service businesses. Comparable as a workflow automation tool that overlaps with Payaca's field operations feature set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/payaca
• YouTubeyoutube.com/@payaca
• LinkedInlinkedin.com/company/payaca

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds5 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Payaca