• MISMATCH
  • VALID
  • MISSING
  • HUMAN

How to reconcile MRR and contracts with your AI

Connect Maxio to your agent to automate revenue audits. It cross-references your legal commitments against actual billing to catch leaks.

Ask AI about this page

Short answer

How can I reconcile MRR and contracts using AI?

Your agent pulls active subscription details and recent billing records to find mismatches between what customers signed for and what they actually paid. This identifies revenue leakage and ensures your MRR reporting is actually correct. You'll see exactly where your data drifts below.

Audit outcomes

Where discrepancies surface.

The AI categorizes every mismatch it finds into actionable buckets.

MISMATCH

Revenue leakage identified

The agent finds where invoice amounts don't match contract terms. You get a list of specific accounts that are underpaying.

VALID

Confirmed revenue accuracy

It flags accounts where the billing perfectly matches the contract. This gives you confidence in your current MRR numbers.

MISSING

Unbilled contracts found

The AI spots active contracts that have no corresponding recent invoices. This highlights missed billing opportunities.

HUMAN

Manual review required

When contract terms are too complex for the agent to parse, it flags them for you to check manually.

The workflow

What your AI does when the task arrives.

The agent performs a three-step audit of your Maxio data.

  1. Gather contract data

    The agent pulls a full list of your current subscription agreements to establish the baseline for what should be billed.

    list_contracts

  2. Pull recent billing

    It fetches the latest invoice records to see what has actually been processed through your billing system.

    list_invoices

  3. Deep dive into outliers

    When the agent finds a mismatch, it pulls the specific details of that individual agreement to confirm the error.

    get_contract

  4. Report discrepancies

    The agent compares the two datasets and presents a summary of where your MRR is leaking or where billing is missing.

    list_contractslist_invoices

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Swap out the specific account names or timeframes to match your needs.

Maxio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/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 — Maxio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "maxio-saas-billing-finops-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_l9Pxlpl4VOrKGlfdXeLNqZFkW6QmtCQc4ajVG5KN/mcp"
    }
  }
}
Copy into chat04

  • Compare all active contracts in Maxio against invoices from the last 30 days to find any underpayments.

  • Check if there are any active contracts for Acme Corp that don't have a recent invoice.

  • List all customers where the monthly amount in their contract doesn't match their last invoice.

  • Audit my MRR by finding any contracts that haven't been billed in the current billing cycle.

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

Start here

Connect Maxio once, then ask.

Just link your Maxio account once. Your credentials stay encrypted, and you can immediately start asking your agent to run audits.

Connect Maxio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my contract terms in Maxio?

    No. The agent only has read access to your contracts and invoices. It cannot modify your billing data or contract terms.

  • 02

    Will the AI delete any invoices?

    No. The agent cannot delete, void, or edit any records in Maxio.

  • 03

    How does it handle custom billing cycles?

    The agent reads the specific terms within each contract to understand the billing frequency before comparing it to the invoice history.

  • 04

    Can I use this to predict future MRR?

    The agent uses current contract data to identify what is currently active, but it does not perform predictive modeling or forecasting.

  • 05

    Does it look at all customers or just a subset?

    It only looks at the customers and contracts you specify in your prompt, though you can ask it to check all active contracts.

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

Connect Maxio to Claude, Cursor, ChatGPT & more