Revenue Reconciliation Pulse
Five financial lenses — CRM reconciliation, invoice matching, Cashfree settlement, weekly P&L review, and inbox-enriched financial audit — in one recipe.
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.
Mode detection, provider scope, and prior-run baseline retrieval from memory
payment scannerStripe transaction, subscription, refund, and dispute pull (revenue-pulse and payment-reconciliation modes)
stripe revenue operations analystRazorpay transaction pull (revenue-pulse mode, if Razorpay connected)
razorpay payment operations analystCashfree settlement pull and settlement-vs-transaction cross-reference (cashfree-settlement-recon mode)
cashfree payment operations analystMRR / ARR / churn / upgrade signal extraction from subscription objects (revenue-pulse mode)
subscription analystHubSpot 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 scannerGmail 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 scannerWeekly 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 analystCashfree T+N settlement benchmarks and delay notices (cashfree-settlement-recon); macro/sector news and SaaS financial benchmarks (weekly-financial-review) — runs in parallel
web researcher3-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 checkerDiscrepancy 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 analystFX rate verification for multi-currency reconciliation (revenue-pulse mode)
web researcherGoogle 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 managerMode-specific brief: pulse brief / reconciliation brief / settlement brief / weekly financial review with Expense Highlights and Net Position Estimate
executive briefing writer6-line digest post to configured Slack channel with link to Notion brief
slack channel operations agentFull brief publication to configured Notion page
notion knowledge base operatorDocument fallback distribution and delivery confirmation
distributorRequired 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
Optional
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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