Connect billing, pipeline, and revenue data in your CRM - and make it actionable.
Quote generation, billing support, collections follow-up, and revenue reporting - all grounded in your records with full audit trails.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Three workflows finance teams run with Onpilot
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Account and billing record lookup
Pull invoice history, payment status, and contract terms from Onpilot instantly - so billing support starts with full context instead of manual system lookups.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Quote generation and pricing workflows
Generate quotes from CRM product catalog and pricing rules. Reps request quotes in plain English and get formatted proposals with approval routing built in.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Revenue reports and pipeline analysis
Ask 'show me ARR by segment' or 'which deals need pricing approval this week?' and get instant answers from your data.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Resolve billing inquiries with full context
Customers ask about invoice status, payment terms, or discrepancies. Onpilot pulls their complete billing history, contract terms, and account status from your CRM - so agents respond accurately without manual system lookups.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Generate quotes and route pricing approvals from data
Reps request quotes by describing the deal in plain English. Onpilot pulls product catalog, pricing rules, and account-specific terms from your CRM to draft proposals. Discounts and exceptions route to approvers automatically.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Automate collections with CRM-grounded follow-up sequences
Overdue accounts get timely, consistent follow-up based on your policy - amount, days past due, and customer tier all factor in from data. Every touchpoint logs back to the account record for full visibility.
Finance AI agent
Billing & Collections
Invoices - this week
acme-crm.com
30 days overdue
northwind.co
Due today
contoso.io
Paid
Run revenue reports and deal analysis in plain English
Ask 'what is our pipeline coverage for next quarter?' or 'show me deals with non-standard pricing terms' and get formatted results from your CRM. RevOps spends less time building reports and more time acting on insights.
Billing signals and deal context narrated in the same conversation
RevOps & billing
Case study
Integrate with Stripe
Ground Onpilot in Stripe for invoices, dunning, and subscription health - AR and RevOps get the same numbers the agent cites in customer conversations.
One integration layer - tenant-scoped, with OAuth, approvals, and audit trails your security team can review.
See all billing & CRM integrationsBook a demo
Operate finance workflows faster with CRM-connected intelligence.
We help finance and RevOps teams deploy billing, quoting, and revenue agents grounded in data.