Finance Workflows
on Autopilot.
GAAPX.ai's Agentforce-powered agents monitor your entire revenue stack — Stripe, Salesforce, and Slack — resolving exceptions, dunning accounts, and closing the books without waiting for a human to notice a problem.
Payment exception — from detection to resolution.
Watch the Exception Agent resolve a Stripe failure in real time across three systems.
Payment Exception Detected
--:--:--Acme Corp — Invoice #INV-2024-0891 — $18,450.00 failed (card_declined). Retry 1 of 3 exhausted.
Contract Validated
--:--:--CTR-2024-0041 — Net-30 payment terms — PO on file — Account health: Green. Contract owner: Sarah Chen.
Account Owner Notified
--:--:--@sarah.chen — Acme Corp payment failed. Contract allows ACH fallback. Suggested action: initiate ACH retry within 24h to avoid service interruption.
Resolution Applied
--:--:--ACH initiated by Sarah Chen at 09:31 AM. $18,450.00 cleared. Dunning sequence cancelled. Audit log updated.
Three agents. Your entire close cycle covered.
Exception Agent
Trigger
Payment failure detected in Stripe
- Validates contract terms in Salesforce
- Checks payment history & account health
- Drafts resolution with suggested action
- Notifies account owner via Slack
Resolution Rate
94%
Avg. Time
18 min
Dunning Agent
Trigger
Invoice past due > 7 days
- Escalates through configured dunning sequence
- Personalizes outreach by account segment
- Pauses dunning on dispute flag
- Routes escalations to collections team
Resolution Rate
87%
Avg. Time
4.2 days
Close Agent
Trigger
Month-end close initiated by CFO
- Reconciles revenue schedules vs GL
- Flags unposted journals and deferred items
- Generates close checklist with owner assignments
- Produces board-ready ARR waterfall
Resolution Rate
100%
Avg. Time
4.5 hours