Revenue & Finance Ops

Keep your financial health visible and your invoices under control. Pulls live Stripe metrics into a dashboard and automates invoice tracking and overdue follow-ups.

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revenue stripe invoices finance dashboard payments

Tools You'll Connect

1000+ more integrations available

Included Skills

These reusable skill sets are pre-loaded into this agent. Each skill is a specific workflow the agent knows how to execute.

invoice-manage

Manage invoices — create, track status, and follow up on overdue payments

invoice create invoice

revenue-snapshot

Pull revenue metrics from Stripe and build a financial dashboard on canvas

revenue mrr

How to deploy this agent

1

Open in Studio

Click "Deploy This Agent Free" to open the template in Shogo Studio.
2

Connect your tools

Authorize Stripe, Slack via one-click OAuth — no API keys needed.
3

Configure the agent

Set your preferences in plain English — who to notify, what schedule to run on, which data to include.
4

Deploy and run

Your agent goes live immediately. It runs on the schedule you set and delivers results without any manual triggering.