• MATCHED
  • MISMATCH
  • DELINQUENT
  • HUMAN

How to audit subscription revenue with your AI

Connect Salesbricks once. Your agent then handles the heavy lifting of cross-referencing your billing data.

Ask AI about this page

Short answer

How can I audit my subscription revenue with AI?

Your agent pulls data from your active subscriptions and compares it against your invoice history to spot mismatches. You get a clear view of payment statuses and revenue accuracy.

Audit outcomes.

Where your findings land.

The AI organizes its findings into these specific categories.

MATCHED

Verified revenue

The agent confirms that subscription records align with paid invoices. You get a clean list of healthy, paying customers.

MISMATCH

Revenue discrepancies

The AI flags instances where subscription counts don't match invoice totals. This shows where revenue might be leaking.

DELINQUENT

Payment failures

The agent identifies active subscriptions with unpaid or failed invoices. You'll know exactly which accounts need attention.

HUMAN

Manual review needed

The AI flags complex edge cases where invoice data is missing. You decide how to handle these specific accounts.

The workflow

What your AI does when the audit starts.

The agent performs a multi-step check across your billing data to ensure everything adds up.

  1. Gather subscription data

    The agent pulls a complete list of all currently active customer subscriptions.

    list_subscriptions

  2. Pull invoice history

    The agent retrieves the relevant invoice records to check against the subscription list.

    list_invoices

  3. Cross-reference records

    The agent compares the two datasets to find unpaid bills or missing subscription entries.

    list_subscriptionslist_invoices

  4. Report discrepancies

    The agent summarizes the mismatches, failed payments, and verified revenue for your review.

    list_invoices

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are starting points. Swap out the specific account names or date ranges to match your actual data.

Salesbricks API Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_XwPkxs38fu1JFe44lDZCwwSYetdCHZLZ2RHPGaWz/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 — Salesbricks API capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesbricks-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_XwPkxs38fu1JFe44lDZCwwSYetdCHZLZ2RHPGaWz/mcp"
    }
  }
}
Copy into chat04

  • Compare my active subscriptions in Salesbricks against all invoices from last month.

  • Find any active subscriptions that have unpaid invoices in my account.

  • List all customers who have a subscription but no corresponding invoice record.

  • Check for any revenue discrepancies between my subscription list and my invoice history.

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

Start here

Connect Salesbricks once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start asking your agent questions about your revenue.

Connect Salesbricks to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my subscription statuses?

    No. The AI can only read subscription and invoice data. It cannot modify, cancel, or create any records in Salesbricks.

  • 02

    Can the AI issue refunds?

    No. The agent is limited to reading data via list tools. All financial transactions and refunds must be handled by you in Salesbricks.

  • 03

    Does the AI see my full credit card details?

    No. The agent only accesses the data provided by the subscription and invoice tools, which does not include sensitive payment credentials.

  • 04

    How does the AI handle missing invoices?

    The agent identifies when a subscription exists without a matching invoice and flags it as a discrepancy for you to investigate.

  • 05

    Can I run this audit for a specific date range?

    Yes. You can specify the timeframe in your prompt, and the agent will use the invoice data to filter the results.

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

Connect Salesbricks API to Claude, Cursor, ChatGPT & more