Revenue Reconciliation Agent

Every month, finance teams wrestle with contracts, CRM data, and billing systems just to confirm the numbers are right. This Revenue Reconciliation Agent, built with SnapLogic’s AgentCreator, shows how intelligent automation can eliminate that grunt work without sacrificing accuracy.

Using AI to extract, interpret, and compare contract terms against your systems of record, this agent aligns CRM and billing records with signed agreements—flagging discrepancies for human-in-the-loop review and freeing teams to focus on high-impact finance initiatives.

See revenue reconciliation in action

Watch the video to see how the Revenue Reconciliation Agent works from contract scanning to term extraction to real-time data validation.

How it works

This production-grade agent at SnapLogic replaces brittle rule-based automation with a modular AI architecture that combines structured logic with large language model (LLM) reasoning.

Here’s how the pipeline is structured:

• Box Repository Integration – Monitors cloud storage (e.g. Box) for newly added contracts. Filters based on file attributes to identify signed agreements and initiate extraction.
• Document Type Classification – Uses an LLM-based agent to determine whether each contract is a standard order form (structured) or a custom agreement (unstructured), and routes accordingly.
• Adaptive Data Extraction – Depending on the structure, the agent applies traditional parsing or prompt-driven extraction logic powered by OpenAI or other LLMs.
• CRM + ERP Validation – Matches extracted values (e.g., contract numbers, terms, pricing) against CRM and ERP data—ensuring consistency across systems.
• Subagent Comparison + QA – A specialized subagent compares results from multiple extraction methods using LLM evaluation criteria to decide which set is more accurate. Think of this as peer review for AI output.
• Discrepancy Flagging – Any mismatch is routed for human-in-the-loop review before updates are made—combining speed with oversight.

Why it matters

This isn’t a demo.

The Revenue Reconciliation Agent is already live at SnapLogic—and it’s transformed our month-end close:

• Reduced manual contract review
• Accelerated reconciliation timelines
• Prevented revenue leakage through early discrepancy detection
• Recouped missed revenue
• Freed up finance teams to focus on strategic work

The best part? It started with one narrow task—validating contract terms—and has continued to evolve, thanks to AgentCreator’s flexible, modular design.

Build your own

With AgentCreator, your finance, RevOps, and data teams can rapidly build intelligent agents that scale alongside your business.

You don’t need to overhaul your systems. You just need smarter agents that know how to work with them.