Processes/end-to-end playbook
Get paid — end-to-end playbookGet paid
Connect payments, stand up subscriptions, send the invoice, reconcile the payout.
4 processes · 21 steps end to end
Current agent ceiling
An agent can run 19 of 21 steps — 7 of them behind a human approval gate ⏸
Irreducibly human (2): Review uncategorized items (needs a human); Accountant review and approval (needs a human)
The full run
One continuous flow, sectioned per process. Route-coded blocks: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
process 1 of 4
Connect a payment processor — finance processConnect a payment processor
Connect your payment processor to track payments, subscriptions, and revenue. Stripe is the canonical route; alternatives are ranked in the payments arena.
Airwallex
Squareruns in parallel · 2
process 2 of 4
Set up subscription billing — growth processSet up subscription billing
Configure subscription plans, pricing, and a customer portal for SaaS billing. Stripe is the canonical route; alternatives are ranked in the payments arena.
01Create products
agent1 API call
- POST /v1/products
02Configure pricing plans
agent1 API call
- POST /v1/prices
runs in parallel · 2
05Test subscriptions
agent1 API call
- POST /v1/subscriptions (test mode)
06Configure dunning
agent1 API call
- POST /v1/subscription_schedules
process 3 of 4
Send an invoice — sales processSend an invoice
Create and send an invoice to a customer for services rendered. Stripe is the canonical route; any payments provider with invoicing works.
01Look up or create customer
agent2 API calls
- GET /v1/customers?email={email}
- POST /v1/customers
02Create invoice with line items
agent2 API calls
- POST /v1/invoices
- POST /v1/invoiceitems
03Send invoice
agent1 API call
- POST /v1/invoices/{id}/send
process 4 of 4
Bookkeeping close — finance processBookkeeping close
Complete monthly bookkeeping including categorization, reconciliation, and financial statement preparation.
01Pull Mercury transactions
agent
Ramp
Brex1 API call
- GET /api/v1/accounts/{id}/transactions?start={date}&end={date}
02Categorize transactions in QBO
agent
QuickBooks Online39↗medium risk
Digits
Xero1 API call
- POST /v3/company/{id}/purchase
runs in parallel · 2
03Reconcile bank statement
agent1 API call
- qbo.banking.matchTransactions()
04Review uncategorized items
human05Generate P&L statement
agent1 API call
- GET /v3/company/{id}/reports/ProfitAndLoss
06Generate Balance Sheet
agent1 API call
- GET /v3/company/{id}/reports/BalanceSheet
07Flag anomalies for review
agent08Accountant review and approval
human
