Show Annual Recurring Revenue with QoQ and YoY trend and a growth trajectory. Use when the user asks about ARR, annual recurring revenue, annual run rate, or year-over-year revenue growth. Do NOT use for MRR, NRR, or monthly breakdowns.
Identify overdue invoices most likely heading toward write-off, while a save is still possible. Use when the user asks about bad debt, write-off risk, invoices unlikely to be recovered, or wants to see which AR is at risk of becoming bad debt. Do NOT use for general overdue lists or collections prioritisation.
List subscriptions whose payment card expires in the next 30 or 60 days, ranked by MRR at risk. Use when the user asks about expiring cards, cards about to expire, or wants to prevent involuntary churn from payment method expiry. Do NOT use for current payment failures or dunning analysis.
Show the full product catalog: all products, their plans with pricing and billing frequency, addons, and one-time items. Use when the user asks what plans are available, wants to see the product catalog, pricing, or available addons and items. Do NOT use for subscription status, customer-specific data, or coupon lookup.
Decompose churn into voluntary (customers who chose to leave) vs involuntary (failed payments) and identify which plans and products are driving losses. Use when the user asks why customers are churning, churn composition, voluntary vs involuntary split, or which products have the highest cancellation rate. Do NOT use for MRR, NRR, or retention rate questions.
Daily AR worklist: top 20 overdue invoices ranked by recovery probability (outstanding amount × payment-behaviour score). Use when the user asks who to chase for payments today, wants a collections prioritisation, or needs a daily AR action list. Do NOT use for aggregate overdue totals or bad-debt analysis.
List all subscriptions currently in PAST_DUE or UNPAID status, ranked by MRR at risk. Use when the user wants to see which subscriptions are in trouble, past-due subs, or subscriptions with failed renewals. Do NOT use for invoice-level overdue (use /overdue-invoices) or dunning analysis.
Identify customers underpriced for their actual usage — hitting addon limits, sustained high utilisation, or buying repeated one-time charges — and propose plan upgrades with supporting evidence. Use when the user asks about upsell opportunities, upgrade candidates, or revenue expansion from existing customers. Do NOT use for new customer acquisition or cross-sell of unrelated products.