Revenue Tracker
Your financial command center. Tracks revenue metrics, manages invoices, and builds financial dashboards. Connects to Stripe and other payment tools.
Category: Business
Heartbeat: Every 24 hours
Skills: revenue-snapshot, invoice-manage
What this agent does
- Connects to Stripe (or other payment tools) via Composio
- Builds a revenue dashboard with KPIs, payment history, and invoice management
- Tracks MRR, total balance, pending payments, and customer count
- Monitors for failed payments and unusual spikes
- Logs daily revenue snapshots to memory for trend analysis
- Compiles weekly revenue summaries
Canvas dashboard
The Revenue Tracker agent builds dashboards with:
- KPIs — MRR, total balance, pending payments, customer count
- Charts — monthly revenue trend
- Payment table — recent payments with amount, customer, date, and status
- CRUD section — invoice management with client, amount, status, and due date
Heartbeat behavior
On each heartbeat cycle, the agent:
- Pulls current balance and recent payments
- Compares to yesterday and last week
- Logs revenue metrics to memory
- Alerts on any failed payments
- Compiles weekly MRR trend, top customers, and overdue invoices
Recommended integrations
- Stripe — for payment data
- Google Sheets — for custom reports
- Slack — for revenue alerts
Customization ideas
- "Connect Stripe and show me my MRR trend for the last 6 months"
- "Alert me on Slack if any payment fails"
- "Track invoices and remind me when they're overdue"
- "Send a weekly revenue summary every Monday morning"