Available to activate — human-approved
Revenue Intelligence Assistant
Detects revenue leakage on its own — a person approves every fix
Manage in your workspaceWhat it does today
- ✓Detects revenue leakage and runs billing reconciliation on its own, and reports revenue flow, usage meters, and contract data — no approval needed
- ✓Reads the CRM forecast for a period so you can see where recognized revenue diverges from what was billed
- ✓Drafts leakage resolutions, billing-system syncs, and forecast submissions — a person approves each before it takes effect
How it works
- 1
Activate the Revenue Intelligence template for your tenant, then connect your CRM and billing data.
- 2
A Monday 07:00 UTC sweep runs leakage detection and reconciliation itself, then reports revenue flow, usage, and contract data — no one has to start it.
- 3
Resolving a leakage, syncing to your billing system, and submitting a forecast each wait for a person to approve.
Powered by
RevOps Module
CRM Module
Autonomous Agents Runtime
Built-in safeguards
Runs unattended
leakage detection, reconciliation, and revenue-flow analytics
Human-approved
every leakage resolution, billing sync, and forecast submission
Risk-capped
adjusting a forecast sits above the agent's risk ceiling
Ready to activate this agent?
Free to activate from your workspace. Every consequential action still needs your approval.
Manage in your workspace