Finance areas · Billing & revenue
Contracts drive billing runs, billing runs drive invoices, invoices get delivered, tracked and collected — and revenue schedules recognize what's actually earned. The chain runs itself; your team handles the contracts and the exceptions.
The whole revenue chain
01 / The lifecycle
Recurring plans, usage-based pricing and one-off items are contract data — not a spreadsheet someone remembers to check.
On schedule, the run turns contracts and usage into draft invoices — quantities, prices and tax resolved per customer.
Routine invoices proceed in the lanes your policy defines; unusual amounts or new terms wait for review.
Invoices go out and their delivery is tracked — bounces and silence are surfaced, not discovered at month-end.
Incoming payments match to invoices through reconciliation; reminders and dunning escalate on your schedule.
Deferred revenue and prepaid schedules recognize on time through governed postings — the ledger matches what was actually earned.
Invoices, payments and recognition entries are typed ledger transactions — dry-run, approved and audit-trailed.
02 / Coverage
Subscription plans billed on schedule, with proration and changes handled as contract updates.
Usage data flows in from your systems and prices into invoice lines — metered, not estimated.
Sending, tracking and re-sending handled by an agent — with delivery status visible per invoice.
Payment matching, reminders and dunning sequences that escalate on your timetable.
Deferred and prepaid revenue recognized period by period through governed postings.
Customers, terms and tax treatment maintained once, applied consistently on every invoice.
03 / Who does the work
Each one has a job description, an audit trail, and limits your policy sets.
Runs scheduled billing cycles for recurring contracts, generating AR invoices with per-contract isolation.
Limited to one run at a time to prevent duplicate invoices. Invoices can be auto-posted or left in draft for review.
Renders each AR invoice as a PDF and delivers it to the customer by email.
Collects payment for AR invoices through the customer's configured method and posts the AR payment.
Defaults to a safe 'manual' method that never auto-charges. Stripe cards and SEPA Direct Debit are active; bank transfer is matched passively by the Reconciliation Agent.
Posts amortization journal entries for revenue and prepaid-expense schedules on a recurring cadence.
Limited to one run at a time to prevent duplicate postings.
Not limited to four
Accountants describe the work to Claude in plain language — what starts it, what to check, when to ask a person. Claude turns it into an agent with its own triggers, steps and limits, running under the same controls and audit trail as the four above.
04 / Go deeper
Start with this workflow
Run one billing cycle in shadow mode beside your current process — compare invoices out on time, collection lag and manual touches.
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