Revenue Operations: Phase 2 of NextGen Loxo begins rolling out

Loxo's Talent Intelligence Platform now includes Revenue Operations, so executive search firms and recruiting agencies run fee schedules, invoicing, finance reporting and commissions in the same AI-native ATS and CRM that runs the search, from the first search to the final payment.

Today, November 10, 2026, Phase 2 of NextGen Loxo begins rolling out to Loxo accounts.

Every recruiting firm is two businesses

One business finds people. The other agrees the fee, bills it, collects the money and pays the consultants who did the work. Every recruiting system, ours included until this week, served only the first. The placement ended the record, so the fee agreed on the search was retyped into a spreadsheet to start the second business, and every partner asked one person what had been billed.

Revenue Operations puts the second business on the same record as the first.

What ships in Phase 2

• Retained Fee Schedules. Set the schedule once on the search, from a template or your own. Each installment becomes an invoice at its milestone: job opened, shortlist, placement, or a date you set. Engaged and container searches bill the upfront fee on signing and deduct it at placement. The final invoice trues up on the actual first-year cash, less everything already billed.
• Rate Cards. Fee structures per client and placement type, including contract bill and pay rates with markup, burden and margin, set once and carried onto every placement.
• Finance. One page for expected, earned, invoiced and paid, by period, client, consultant and job, with every invoice and its status in one table. The Finance page reaches accounts through early December.
• Commissions. Each consultant's commission, splits included, calculated from the collected fee and tracked from accrued to approved to paid. Every consultant sees their own line.

What it does today, and what comes next

• Invoices are created from the placement and the fee schedule, and every invoice and its status is in one place. Automated sending and collection roll out with Enterprise customers first, in early 2027.
• Loxo integrates with QuickBooks and Xero today; your Account Manager sets it up. Other systems connect through the Loxo API and MCP with a forward-deployed engineer on the Enterprise plan.
• Loxo calculates and tracks commissions; your payroll still pays them.
• Built for executive search and direct hire. Integrated for contract: the Placement Card hands off to the pay-and-bill system you choose, and the RSM InTime hand-off is live today.

Rolling out in phases

Revenue Operations is rolling out to every Loxo account in phases from this week, never to everyone at once. If you don't see it in your account yet, you will soon. Your Account Manager can tell you your wave, connect QuickBooks or Xero, and give the Finance role to the people who run your billing.

The record

2013: the Talent Intelligence Platform named and defined on loxo.co. 2015: the first Loxo AI in production. August 11, 2026: Phase 1 of NextGen Loxo, the agentic workforce. November 10, 2026: Phase 2, Revenue Operations. 2027: Phase 3.

See every product on the Revenue Operations page, or book a demo and see it next to the system you run today.

Revenue begins with the search and is earned on the placement. Both live in Loxo now.