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A finance-aware workflow that inspects subscriptions, invoices, usage limits, and customer requests, then drafts revenue-safe actions for approval.
Designed for
Founder-led SaaS teams and AI startups handling billing, credits, renewals, and account questions without a full revenue operations team
Operating goal
Resolve routine billing and account operations quickly while protecting revenue, privacy, and Stripe state.
4 steps from trigger to verified handoff, with success and failure paths.
1 MCP layer and 4 connected tools with explicit auth and risk levels.
3 guardrails, 3 evals, and 1 harnesses before production use.
Classifies billing requests and safe retrieval boundaries.
Fast classification model
Reads financial state and prepares factual account summary.
Tool-use model with strict grounding
Drafts reply, credit request, or owner handoff.
High-quality writing model
Loads the workflow goal, allowed actions, escalation policy, and output contract before the agent plans work.
A workflow skill that captures the operating contract, tool boundaries, and escalation rules for LedgerOps — Revenue Operations Agent.
Centralizes high-risk action checks for writes, secrets, customer data, billing, deploys, and public communications.
Exposes task resources, prompt templates, connector tools, and audit records behind a permission-aware boundary.
Classify billing question, account, and approval requirements.
Inspect Stripe, CRM, usage, and policy context.
Prepare customer reply and approval request if needed.
Approve any refund, credit, discount, plan change, or cancellation.
Open it in Codelit, refine it with the agent chat, then generate the architecture or product board from the same workflow spec.
Open in Agent WorkflowA support workflow that reads product docs, checks account and billing state, drafts empathetic replies, and escalates sensitive requests with source-linked evidence.
A controlled workflow for small teams that want an internal agent to answer operational questions, create tickets, inspect connected apps, and prepare approved actions across the company stack.
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