Add up revenue
Add up revenue, refunds, net revenue and active recurring revenue from a list of payments, by plan or any other group
Reads any payment provider's events: you say which field holds the amount, which holds the recurring amount, which event kinds add revenue and which subtract it (refunds), and optionally which field groups payments (a plan, an offer, a month). Returns gross, refunds, net and active recurring revenue in cents, totals by group and by role, and the payments that need a look (missing or negative amounts, duplicates, the same payment twice with different amounts).
What it asks for
- payments (Needed, list): The payment events
- how_to_read (Needed, details): Which fields hold what, and which kinds add or subtract
Use it from your AI
Connect the AI you already use to Trillion once. Then ask in your own words; your AI finds this tool by what it does and runs it.
Say to your AI: “Use Trillion to add up revenue, refunds, net revenue and active recurring revenue from a list of payments, by plan or any other group”
What your AI calls: run_tool {"tool_id":"tool:add-up-revenue"}