SaaS automation solutions

We automate the revenue operations work that keeps B2B SaaS running: CRM hygiene, quote-to-cash handoffs, churn-signal detection and dunning. Our agents sit across your CRM, billing and product analytics, doing the reconciliation and follow-up your RevOps team never has time for. Escalation to a named human is designed in, not bolted on.

Use cases

• Reconciles Salesforce opportunities against Stripe or Chargebee subscriptions and flags ARR mismatches before month-end close
• Enriches and routes inbound leads, dedupes them against existing accounts, and books the handoff inside your response SLA
• Watches usage drops, ticket sentiment and login gaps, then opens the right playbook in Gainsight or Vitally
• Drafts security questionnaire answers — SIG, CAIQ, customer DDQs — from your approved policy library, routed for review
• Runs dunning past the default retry schedule: card-updater nudges, escalating emails, a human alert on high-ARR accounts
• Assembles renewal briefs from usage data, open tickets and invoice history before the CSM asks for them
• Turns call notes and closed-lost reasons into structured CRM fields RevOps can actually report on
• Converts a signed order form into provisioning, entitlements and a kickoff project without the handover meeting

Common workflow problems

• The ARR in Salesforce and the ARR in Stripe disagree, and finance discovers it while building the board pack.
• Churn signals sit unread in product analytics; the CSM learns about them from the cancellation email.
• Every enterprise deal stalls on a security questionnaire that engineering answers from memory, differently each time.
• Sales-to-onboarding handoffs drop everything promised on the call, so implementation starts by re-asking the customer.
• Failed payments quietly become involuntary churn because dunning ends where the billing tool's retry logic does.

How we help

• We connect CRM, billing and product analytics through their own APIs — read access first, write access only where you approve it.
• Agents ground every output in your records: the policy library for questionnaires, the contract for renewals, never free-text guesswork.
• Every automated write to Salesforce or your billing system is logged, attributed and reversible.
• Pricing exceptions, legal terms and high-ARR accounts always escalate to a named owner — the agent prepares, a human decides.
• Everything runs on EU-hosted infrastructure under a DPA, with scoped credentials your admin can revoke at any time.

Systems we work with in this sector

We build around Salesforce, HubSpot, Stripe, Chargebee, Zendesk, Intercom, Gainsight, Segment, Slack and NetSuite, and we read from your warehouse when the answer lives there.

Frequently asked questions

Our customers' data sits under DPAs and a SOC 2 programme — what does adding Aiveyo change?

We act as a processor under our own DPA and run on EU-hosted infrastructure, so we slot into your sub-processor list like any other vendor. Agents reach your systems through scoped API credentials you control and can revoke, and we don't warehouse copies of your customer data. If your compliance team needs our security documentation for their own audit, they get it before anything connects.

Our Salesforce is heavily customised and billing runs through Chargebee — will your agents actually cope?

We build around your object model, not a template, so custom fields, validation rules and flows are mapped before an agent writes anything. Chargebee, Stripe and Recurly all expose the events we need for reconciliation and dunning work. The first phase is always read-only, which surfaces the quirks of your setup safely.

Is there anything in SaaS you'd tell us not to automate?

Renewal negotiations and save conversations — a churning customer who reaches a bot churns harder, so we automate the brief and keep the call human. We also keep pricing exceptions and anything that edits invoices behind human approval. Automation earns wider write access gradually, not on day one.

Where do most SaaS teams start?

Usually CRM–billing reconciliation or the sales-to-onboarding handoff: both are bounded, measurable and low blast radius. We begin read-only, show you the mismatches caught over a few weeks, then add the write and escalation paths. Dunning and churn-signal work tend to follow naturally from there.

Relevant ways we support this sector

• Business Automation Solutions — Practical automation built around the way your business already works.
• AI Automations — Use AI where it improves throughput, quality, and decision support.
• Software Development — Any software, any tool, any commercial format — built to own, white-labelled under your brand, or run as your product.

Discuss this industry: [email protected]