Billing operations
Failed payments, reconciled books, and no spreadsheet archaeology.
An agent watches Stripe for failed charges and starts recovery, reconciles what you billed against what your own system recorded, and reports the revenue numbers every morning.
How it works
Three steps to a standing task
- Step 01
Connect Stripe and your database
A restricted Stripe key covers reporting agents; add write scopes only where an agent must act. Your database gives the agent the other side of the reconciliation.
- Step 02
Describe the rules
Say when to email a customer, when to escalate to an owner, and what a mismatch means. The agent applies judgment where a rules engine would need a hundred branches.
- Step 03
Let it run hourly and monthly
Recovery runs every hour. Reconciliation runs after the books close. Both post where your revenue team already reads.
The run
What the agent actually does
Every step below is a real tool call: the agent reaches for the API it needs, reads what it finds, and acts.
Every hour, find failed charges, start recovery, and escalate enterprise accounts.
- stripe·list failed charges in the last hour
- attio·look up the account owner and contact
- stripe·create hosted payment update links
- resend·send recovery emails
- slack·notify owners in #revenue
3 failed payments handled
- $2,340 at risk across 3 accounts
- Emails sent from [email protected]
- 1 enterprise account escalated to @priya
- Follow-up scheduled if unpaid in 48h
Reach
The tools this agent touches
Each one connects once, and the agent gets its complete API.
This task belongs to Operations. See the rest of what that team hands off.
Templates
Start from a working agent
Each template carries the prompt, the trigger, and the integrations it needs.
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
Operations
Weekly metrics report
Queries your warehouse, computes the metrics your team argues about, and posts a report with the anomalies called out.
FAQ
Questions, answered
Put an agent on billing operations.
Describe the task, attach a trigger, and let it run around the clock.