An agent can compile your MRR, ARR, churn, and expansion numbers by pulling transaction data directly from your billing processor, cross-referencing it against subscription records in your accounting system, and building a report with anomalies already flagged — instead of Finance manually exporting spreadsheets from two or three systems and reconciling them by hand every month. The report that comes out isn't just a number, it's a number with the calculation shown and any inconsistency between billing and accounting already surfaced for review.
Revenue reporting is deceptively hard because the source of truth is split: Stripe (or whichever processor) knows what was actually charged, but the accounting system's subscription records — which drive the official ARR number leadership sees — can drift out of sync with what's actually being billed, especially after a plan change, a proration, or a manual adjustment that only got updated in one system. Reconciling those two views by hand, every reporting cycle, is slow and error-prone, and it's exactly the kind of task where a small discrepancy compounds silently for months before someone notices the ARR number in the board deck doesn't match what Stripe says was actually collected. Churn and expansion calculations layer more manual work on top — someone has to define what counts as a downgrade versus a cancellation versus a plan change, and apply that definition consistently transaction by transaction, which is tedious enough that shortcuts creep in under deadline pressure. An agent applies the same calculation logic every cycle, cross-references billing against the books automatically, and flags the discrepancies a human would otherwise have to go hunting for.
The agent pulls the full set of charges, refunds, and subscription events from the billing processor for the reporting period.
Integration: stripe
It compares that transaction data against the subscription records in the accounting system to catch any drift between what was billed and what's recorded.
Integration: quickbooks
Using a consistent, documented calculation method, the agent computes the core recurring revenue metrics for the period.
Integration: netsuite
The finished report is assembled with the calculation methodology shown, not just the final numbers, so anyone reviewing it can trace how a figure was derived.
Integration: google-sheets
Any discrepancy between billing and accounting records, or an unusual month-over-month swing, is flagged explicitly rather than folded silently into the total.
The finished report goes to Finance leadership and whoever else needs it, with the anomalies called out at the top rather than buried in a footnote.
Integration: slack
The discrepancy is flagged explicitly in the report rather than silently resolved one way or the other — reconciling the actual cause is a human judgment call.
Yes, transactions are normalized to a base reporting currency using the exchange rate in effect at the transaction date, with the conversion shown for traceability.
Churn definition (cancellation only, versus cancellation plus downgrade) is configurable, and the agent applies whichever definition your team has standardized on consistently across every reporting period.
Typically monthly, aligned to close, though it can run on any cadence — the underlying calculation logic doesn't change based on frequency.
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