Monetize360 Agent Library
Pricing & Quoting Agents
Pricing Agent
Optimizes discounting strategies and recommends pricing models (usage-based, outcome-based, tiered). Prevents revenue dilution by validating discount thresholds against margin targets and analyzing customer lifetime value to inform pricing decisions
Price Estimation Agent
Provides real-time cost forecasts for complex services. Helps customers understand pricing before commitment by calculating costs across multiple dimensions—usage tiers, service attributes, contract terms
Quote Agent
Generates compliant, customer-ready quotes instantly. Pulls product configurations, pricing rules, and customer-specific terms from your systems to create accurate proposals without manual intervention
Competitive Intelligence Agent
Monitors market pricing and competitor offerings. Flags when your pricing is misaligned and recommends adjustments to maintain competitiveness while protecting margins
Deal Desk Agent
Evaluates non-standard deals for profitability and risk. Validates discount approvals, checks margin thresholds, and routes exceptions through proper approval workflows with complete evidence and context
Bundle Optimization Agent
Creates dynamic product bundles based on customer usage patterns. Reduces SKU complexity by applying attribute-based pricing and intelligently grouping services
Contract & Order Management Agents
Contract Agent
Automates contract creation, redlining, amendments, and renewals. Manages clause library recommendations, tracks approval workflows, and maintains version control across the entire contract lifecycle
Amendment Agent
Processes mid-term contract changes—upgrades, downgrades, add-ons. Handles proration calculations, updates billing schedules, and ensures amendments are properly documented
Order Agent
Validates order data against contracts and pricing agreements. Orchestrates provisioning triggers and ensures what was sold matches what gets delivered and billed
Renewal Agent
Identifies upcoming contract renewals and analyzes customer health metrics. Recommends renewal strategies, automates outreach, and surfaces upsell opportunities based on usage patterns
Billing & Revenue Recognition Agents
Billing Agent
Produces accurate invoices with detailed breakdowns. Handles usage-based, subscription, one-time, and hybrid billing models. Eliminates disputes by ensuring charges match contracted terms
Tax Compliance Agent
Calculates taxes across jurisdictions and integrates with tax engines (Avalara, Vertex). Ensures invoices comply with GST, VAT, TDS, and e-invoicing requirements
Invoice Analyzer Agent
Cross-validates invoices against contracts and usage data. Detects pricing anomalies, missed charges, SLA violations, and revenue leakage before bills go out
Proration Agent
Handles mid-cycle billing changes—service upgrades, downgrades, cancellations. Calculates accurate prorated charges and credits based on usage and contract terms
Revenue Recognition Agent
Automates revenue recognition schedules per ASC 606/IFRS 15. Ensures compliance with accounting standards, tracks deferred revenue, and handles complex multi-element arrangements
Collections & AR Management Agents
Collections Agent
Automates dunning workflows and payment reminders. Segments customers by risk profile, personalizes outreach timing, and routes high-risk accounts for human intervention
Credit Risk Agent
Monitors customer payment behavior and credit utilization. Recommends credit limit adjustments, flags late payment patterns, and triggers account holds when thresholds are breached
Payment Reconciliation Agent
Matches payments to invoices and identifies discrepancies. Handles partial payments, allocates funds across multiple invoices, and flags exceptions for review
Dispute Resolution Agent
Triages billing disputes by analyzing invoice history and contract terms. Routes valid disputes to appropriate teams with context and suggests resolutions based on similar cases
Customer Success & Growth Agents
Customer Success Agent
Tracks consumption against commitments and monitors usage trends. Surfaces upsell opportunities, identifies at-risk accounts, and recommends interventions to improve retention
Usage Analytics Agent
Analyzes customer consumption patterns to identify expansion opportunities. Detects underutilized features, recommends plan optimizations, and forecasts future usage
Churn Prevention Agent
Identifies early warning signals of customer churn—declining usage, late payments, support ticket trends. Triggers proactive outreach and recommends retention offers
Governance & Audit Agents
Audit Agent
Logs all Quote-to-Cash actions with complete traceability. Provides explainability for every decision, maintains compliance records, and generates audit trails for regulatory reviews
Workflow Orchestration Agent
Coordinates multi-agent workflows across the Q2C cycle. Manages handoffs between agents, enforces approval gates, ensures sequential execution, and handles exception routing