• DATA
  • MATCH
  • ERRORS
  • HUMAN

How to run revenue audits with your AI agent

Connect Lago to your agent to automate the heavy lifting of financial reconciliation. Once connected, your AI handles the data retrieval and comparison tasks.

Ask AI about this page

Short answer

Can I run revenue audits with my AI?

Yes. Your agent uses Lago to pull invoice data and subscription details to cross-reference billable metrics. You'll get a clear view of discrepancies without manual exports.

Audit outcomes.

Where the data lands.

The AI processes the raw data into these specific results.

DATA

Clean invoice lists

The agent pulls every invoice record to create a baseline for your audit. You get a structured list of what was actually billed.

MATCH

Subscription verification

The AI compares billed amounts against active subscription settings. It flags where the math doesn't add up.

ERRORS

Discrepancy reports

The agent identifies mismatches between expected revenue and actual invoices. This highlights exactly where revenue is leaking.

HUMAN

Manual corrections

The AI identifies the issues, but you decide how to fix them in Lago. It won't change your billing data without your permission.

The workflow

What your AI does when the audit starts.

The agent moves through the data layers to find errors.

  1. Gather billing records

    The agent pulls a complete set of recent invoices to establish the audit scope.

    list_invoices

  2. Check plan details

    It looks up specific subscription parameters to see what each customer should be paying.

    get_subscription

  3. Compare metrics

    The agent compares the invoice totals against the subscription rules to find mismatches.

    list_invoicesget_subscription

  4. Flag mismatches

    The agent isolates the specific accounts where the billed amount deviates from the subscription plan.

    list_invoices

Try it

Copy these to start.

Paste these directly into your chat to begin the audit.

Starting points

Replace the bracketed text with your specific customer IDs or date ranges.

Lago Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_NNWvW9n3yfSEMxn5gBt3GomfwJtiW443sbi3CFBH/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Lago capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lago-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_NNWvW9n3yfSEMxn5gBt3GomfwJtiW443sbi3CFBH/mcp"
    }
  }
}
Copy into chat04

  • List all invoices from the last 30 days and check for any unpaid amounts.

  • Compare the invoices for customer ID 98765 against their current subscription plan.

  • Find any discrepancies between the billed amounts in the recent invoice list and the subscription settings.

  • Pull the subscription details for the enterprise tier and verify the last three invoices match the plan.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Lago once, then ask.

One connection gives your agent access to your billing data. Your credentials stay encrypted and secure.

Connect Lago to your AI

FAQ

How the audit behaves

  • 01

    Can the AI change my invoices?

    No. The AI can only read invoice and subscription data. It cannot create, edit, or delete any financial records in Lago.

  • 02

    Does the AI automatically fix billing errors?

    No. The AI identifies the discrepancies, but you must manually perform any corrections in your billing system.

  • 03

    Can I audit a specific customer?

    Yes. You can ask the agent to pull data for a specific customer ID to verify their billing accuracy.

  • 04

    What data does the agent see?

    The agent sees the information provided by the list_invoices and get_subscription tools.

  • 05

    Can the AI generate a PDF report?

    No. The AI provides the data and findings in your chat interface, which you can then copy into your own reporting tools.

  • More questions about Lago? The Connector page answers them. See everything the Lago Connector can do

Connect Lago to Claude, Cursor, ChatGPT & more