Catch an at-risk renewal before you lose it

It watches every paying customer every day. When usage drops, a payment fails, or support tickets sour, it drafts a save email with the evidence quoted — and an upsell email when an account is expanding. Each account keeps a written diary that compounds run after run, so nothing about a customer slips. You approve every send.

Trained on

your Stripe invoices and subscription events + your HubSpot or Salesforce deals + your customer Slack channels + the per-account diary that compounds across runs

Methods

Every paying customer reviewed daily, 14–90 days out from renewal
Each verdict anchored to the exact invoice, Slack thread, or deal stage that moved it
An append-only per-account diary — never edited, never deleted — that compounds over time
High-value accounts get a second, independent senior review; disagreements come to you
A save or upsell email drafted on the same evidence the verdict cited

Who it's for

B2B SaaS teams with a book of renewals too large to watch by hand.

From $299/mo

Choose a plan Try the sample

How it works

From signup to the first send.

Connect your billing and CRM, and list the customers you want watched with their ARR and renewal dates.

Every morning it reviews each account against payments, usage, deals, and support signals.

It classifies each account — expanding, steady, at-risk — and writes a diary entry citing what moved it.

It drafts a save or upsell email anchored to that evidence, and queues it for your one-click Send.

Capability matrix

Does well, with review, won't do.

Out-of-scope tasks escalate · they don't hallucinate

Does well

Every paying customer reviewed daily
At-risk and expanding accounts flagged with the evidence quoted
Save and upsell emails drafted from that evidence
A compounding written diary per account
A Monday digest of the ARR in motion

With review

You approve every save and upsell email
High-value accounts get a second senior review
Reviewer disagreements come to you to decide

Won't do

Never invents a Slack thread or deal it didn't see
Never emits a health score it can't explain
Never sends a save email without your approval

Connections

Per tool: why we need it, what we do, how it's audited.

Connect what you need, when you need it. The assistant only reads tools you explicitly link — never the rest of your stack.

What you connect the minimum to start

Your billing — Stripe subscription events and invoices, read-only.
Your customer list — each account's ARR and renewal date.
Optional: your CRM and customer Slack channels — for deal stage and conversation signal.

What we handle for you no setup on your side

We assemble each account's evidence bundle before drafting — no guessing, no opaque score.
We keep the append-only per-account diary that compounds run after run.
We route your highest-value accounts through a second, independent senior review.

What it reads on every task

Your data. Not the public internet.

Loaded fresh per task — change a doc, the next task picks it up. No retraining, no week-long fine-tune, no stale snapshot.

Your monitored-customer list — each account's ARR and renewal date, private to your workspace
Your per-account diary — one paragraph per run, append-only, never edited or deleted
Your factor weights — payment history, usage trend, champion status, support sentiment — tuned to your business
Your at-risk threshold and enterprise ARR floor — which accounts trip a save email, and which get the senior review

Guardrails

When it stops and asks you.

An enterprise account (high ARR) — always routed through two independent senior reviewers before any draft
An account that swings from steady to at-risk in a single run — promoted to the deeper review path
A disagreement between the assistant and its independent reviewer — sent to your inbox instead of auto-resolved
A verdict whose evidence can't be tied to a real source — dropped back to 'steady', never invented