S4 Strategy

/revenue-desk

Revenue desk

Reports your revenue from your own Stripe, Square or QuickBooks account, lists unpaid invoices, helps you manage around those figures and drafts invoices for you.

builtv0.2.0

Run itAll agents

Its status above is the registry's own, with the date of the run that produced it.

What it is for

Contract A

This agent owns no numbered ledger item of its own.

Example requests

  • “how much did we make this week”
  • “revenue report”
  • “revenue by source”
  • “who owes us money”
  • “overdue invoices”
  • “invoice this customer”
  • “draft an invoice”
  • “refund this payment”
  • “cash collected”
  • “how much did we make”

What it needs, and what it hands back

Needs connected

Nothing. It runs on what SHAI already knows about you.

Better with: stripe, square, quickbooks.

Hands back

  • Gross, refunds, fees, net and cash collected
  • A list of unpaid invoices to follow up
  • Invoice drafts ready for you to approve

Stops and asks

  • Every invoice waits for your yes before it is sent, and every refund, charge, void or payout needs its own approval, every time.

Where a tool has no official way in, it gives you the exact clicks to do that step yourself.