FinanceAI teammates for Paddle
Understand subscription changes and catch payments that need follow-up.
Your Mate
Your result
The request
Explain changes in recurring revenue and cancellations
Result and follow-up
Review the work with your Mate.
More work to hand off
- List trials ending soon for customer follow-up
- Flag failed subscription payments with the relevant customer details
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
What needs your approval
Changes to Paddle need your approval.
Connecting Paddle
- Connection
- API key
- Setup
- About 5 minutes
Setup instructions
Create an API key in Paddle under Developer Tools > Authentication.
Paddle setup guide
Stripe
Lemon Squeezy
Slack
Google Sheets