AI automation · Billing + revenue ops automation
AI automation for billing + revenue ops.
Invoicing, dunning, collections, revenue reconciliation, and finance reporting are all predictable, structured workflows that bleed your finance team's time. We build the agent layer that handles them — accurately, audit-ready, and integrated with your stack.
What we build
Invoice + dunning agent
New invoice → sent via the right channel + cadence. Overdue → progressive dunning sequence handled by agent with human escalation at the right point.
Payment reconciliation agent
Continuous reconciliation between Stripe / bank / accounting system. Flags discrepancies, drafts journal entries for review.
Revenue ops agent
New deal closed → triggers contract generation, billing setup, CSM handoff, accounting setup in one coordinated flow.
Finance reporting agent
Auto-generated weekly finance briefing for leadership: AR aging, cash position, revenue vs forecast, anomalies.
Custom finance dashboard
Single pane of glass for CFO / Controller: cash, AR, AP, key metrics, alerts.
Default stack
- Claude (reasoning)
- Stripe / Stripe Billing
- QuickBooks / Xero / NetSuite
- Bill.com (AP)
- Custom finance dashboard
Who this is for
Finance leaders + ops leaders at SaaS / services / DTC companies where billing + revenue ops are eating substantial time and creating data-quality issues.
Questions
What about SOX / audit?+
Designed with audit trails, immutable transaction logs, and clear human-approval gates for all material entries. We don't automate around audit requirements — we build for them.
Can the agent actually send dunning emails?+
Yes — with the cadence, language, and escalation paths your team defines. Agents send within those guardrails; they don't freelance.
What about chargebacks and disputes?+
Initial response / evidence gathering can be automated. Final dispute submission goes to a human review by default, but the agent assembles the evidence package.
Other use cases