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Atomicfinanceoperations

Payment Scanner

Scan payment transactions and invoices

Connections

Connect these once and the agent runs indefinitely.

Optional

StripeRazorpaycashfree logoCashfree

Use cases that include Payment Scanner

17 pre-built workflows powered by this agent.

Customer Success

CLV & Loyalty Planner

Know which customers are worth 10x more — and keep them.

7 agents
Operations

Customer Event Ticket Fulfillment and Reminder Workflow

Turn every ticket sale into a logged CRM record, a confirmation email with calendar invite, and a 24h reminder — staged for one click.

13 agents
Operations

Ecommerce Operations Report

Your store health report, automated every day.

7 agents
Operations

Event Revenue and Ticket Sales Dashboard Alert

Watch ticket sales pace, reconcile it against real settled revenue, and alert your event team the moment a milestone or sell-out risk hits.

12 agents
executive

Executive Intelligence Brief

Morning brief, weekly digest, board update, health scorecard, or 90-day strategic plan — one recipe for every executive intelligence need.

18 agents
Sales

Gamma Deck Builder

Build a Gamma presentation for one of four contexts — generic sales pitch, CRM-driven sales deck, investor update, or internal training — pulling the right context source and applying your brand voice.

14 agents
Finance

Invoice-to-Payment Reconciliation Agent

Catch every overdue invoice, send a Stripe pay-link, and ping finance on Slack the moment it clears.

10 agents
Finance

Monthly Financial Close Briefing

Turn your month-end Xero or QuickBooks close into a board-ready briefing doc, staged for one-click send.

11 agents
Finance

Multi-Currency Financial Tracker

See all your global revenue in one currency, in real time.

6 agents
Finance

Payment Due SMS Nudge

Auto-detect overdue invoices, text a polite reminder, log it to your CRM, and escalate to email if still unpaid at 48 hours.

11 agents
Finance

Payment Failure Recovery

Recover revenue from failed and disputed transactions across whichever payment processors you have connected — Stripe, Razorpay, Cashfree, or WooCommerce. The workflow asks which provider holds the failed charges when multiple are connected.

13 agents
Sales

Quote-to-Invoice Pipeline

From quote to paid invoice — or chase what's already out there.

10 agents
Finance

Refund & Dispute Desk

Pull refunds, disputes, and chargebacks across your connected payment processors (Stripe, Cashfree) and cross-reference Shopify orders + Zendesk tickets to recommend actions — approve, contest, recovery-offer, or escalate.

13 agents
Finance

Revenue Dashboard

Your complete SaaS revenue metrics, automated.

7 agents
Finance

Revenue Reconciliation Pulse

Five financial lenses — CRM reconciliation, invoice matching, Cashfree settlement, weekly P&L review, and inbox-enriched financial audit — in one recipe.

16 agents
Sales

Stripe Expansion Revenue Finder

Find expansion revenue hiding in billing data.

7 agents
Finance

Subscription Lifecycle Manager

Recover failed payments and reduce involuntary churn.

8 agents

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