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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.

Best forEcommerceSaaSServices
Agents16 required
Duration5-10 minutes

Five-mode financial operations recipe. Revenue Pulse: reconcile Stripe and/or Razorpay transactions against HubSpot deals, surface discrepancies (paid-not-in-CRM, refunds-without-rollback, churn-not-reflected), compute MRR/ARR/churn, and distribute a pulse brief to Slack and Notion. Payment Reconciliation: 3-pass CRM-vs-payment match (HubSpot × Stripe) with exact, fuzzy, and manual-review passes — fuzzy matches require user confirmation before the report is finalized; discrepancy types include unmatched payments, unpaid invoices, partial payments (outstanding balance computed), and overpayments (credit balance computed); aging through 90+ days; write-off candidate flagging; optional Google Sheets export of the full reconciliation report. Cashfree Settlement Recon: daily or weekly settlement-vs-transaction matching for Cashfree, T+N lag analysis, fee deduction anomaly detection, and finance-ready reconciliation notes. Weekly Financial Review: dual-source financial review combining Stripe payment data AND Gmail inbox scanning — pulls invoices received, billing notifications, subscription renewals, and expense receipts from Gmail; computes gross revenue, net revenue, Expense Highlights (total invoices received, largest expense, recurring vs. one-time split), and Net Position Estimate (net revenue minus inbox-flagged expenses); appends period metrics to a Google Sheets financial tracker via docs-manager; includes week-over-week KPI snapshot, benchmark comparison, and three recommended actions. Mode is auto-detected from the user's prompt and connected providers; each mode degrades gracefully when optional connections are absent.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Mode detection, provider scope, and prior-run baseline retrieval from memory

payment scanner
02

Stripe transaction, subscription, refund, and dispute pull (revenue-pulse and payment-reconciliation modes)

stripe revenue operations analyst
02

Razorpay transaction pull (revenue-pulse mode, if Razorpay connected)

razorpay payment operations analyst
02

Cashfree settlement pull and settlement-vs-transaction cross-reference (cashfree-settlement-recon mode)

cashfree payment operations analyst
02

MRR / ARR / churn / upgrade signal extraction from subscription objects (revenue-pulse mode)

subscription analyst
02

HubSpot closed-won deal and contact pull for period (payment-reconciliation mode, Phase 2); deal + contact pull for CRM reconciliation (revenue-pulse mode, Phase 3)

crm scanner
02

Gmail inbox scan for financial emails in the review period — invoices received, billing notifications, subscription renewals, expense receipts — producing a structured expense dataset (weekly-financial-review mode)

inbox scanner
02

Weekly gross margin trend, cohort revenue, net revenue retention, and top gainers/churners (weekly-financial-review mode) — merges payment and inbox datasets, computes Net Position Estimate

revenue analyst
02

Cashfree T+N settlement benchmarks and delay notices (cashfree-settlement-recon); macro/sector news and SaaS financial benchmarks (weekly-financial-review) — runs in parallel

web researcher
03

3-pass CRM-vs-payment matching (payment-reconciliation) with exact match, fuzzy match confirmation queue, and manual-review pass; settlement-vs-transaction matching with T+N lag analysis (cashfree-settlement-recon); cross-match transactions to CRM deals (revenue-pulse)

reconciliation checker
04

Discrepancy aggregation by type (including partial payments and overpayments), aging buckets, write-off candidate flagging, KPI comparison table, and chart generation via verslay_chart_create

data analyst
04

FX rate verification for multi-currency reconciliation (revenue-pulse mode)

web researcher
04

Google Sheets export: reconciliation report and discrepancy list (payment-reconciliation mode); append period metrics row to running financial tracker (weekly-financial-review mode) — skipped gracefully if Google not connected or user opts out

docs manager
05

Mode-specific brief: pulse brief / reconciliation brief / settlement brief / weekly financial review with Expense Highlights and Net Position Estimate

executive briefing writer
05

6-line digest post to configured Slack channel with link to Notion brief

slack channel operations agent
05

Full brief publication to configured Notion page

notion knowledge base operator
05

Document fallback distribution and delivery confirmation

distributor

Required Agents

16
  • cashfree-payment-operations-analyst
  • crm-scanner
  • data-analyst
  • distributor
  • docs-manager
  • executive-briefing-writer
  • inbox-scanner
  • notion-knowledge-base-operator
  • payment-scanner
  • razorpay-payment-operations-analyst
  • reconciliation-checker
  • revenue-analyst
  • slack-channel-operations-agent
  • stripe-revenue-operations-analyst
  • subscription-analyst
  • web-researcher

Connections

Required

cashfreegooglehubspotnotionslackstripe

Optional

cashfreegooglehubspotnotionrazorpayslackstripe

What it does

  • Four modes auto-detected from prompt: revenue pulse, payment reconciliation, Cashfree settlement recon, weekly financial review
  • Stripe + Razorpay cross-provider reconciliation with CRM deal-matching
  • Cashfree settlement T+N lag analysis and fee deduction anomaly detection
  • 3-pass CRM-vs-payment matching: exact, fuzzy (with confirmation queue gate), and manual-review; discrepancy types include partial payments, overpayments, unmatched payments, and unpaid invoices
  • Dual-source weekly review: Gmail inbox scanning for expenses + Stripe revenue data; Expense Highlights and Net Position Estimate (net revenue minus inbox-flagged expenses)
  • Google Sheets export via docs-manager: reconciliation report (payment-reconciliation) and running financial tracker append (weekly-financial-review)
  • Multi-currency aware — uses FX baseline from memory, never fabricates cross-currency totals
  • Memory writes at end of every run so next run has accurate prior-period baseline

Example prompt

Run the weekly financial review for last week — pull Stripe payments and scan my Gmail inbox for invoices and expense receipts, compute net position, and append the metrics to my Google Sheets tracker.

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