Sales / Renewals Live
Licence Reconciliation
Reconcile what was sold, what is provisioned, and what is invoiced — and find the accounts where those three do not agree.
- Run on demand
- ~7 credits per run
- v1.0.0
What does Licence Reconciliation do?
Licence Reconciliation is a production AI agent in the sales section of the Leverge agent store, built for the renewals process. Reconcile what was sold, what is provisioned, and what is invoiced — and find the accounts where those three do not agree. It runs on demand, works through 5 steps and returns 4 outputs, including do the three agree?.
What it needs
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Contracted (from CRM)
What each account bought.
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Provisioned (from the platform)
What each account actually has.
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Invoiced (from finance)
What each account is being billed.
What it does
- Reading the contracted data
- Reading the provisioned data
- Reading the invoiced data
- Reconciling the three sources
- Writing the reconciliation note
What you get back
- Do the three agree?
- Reconciliation note
- Account by account
- Revenue impact
After each run it asks: “Did this find the real discrepancies?”
When it runs
Run on demand
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Renewals
Other agents in renewals
Pipeline, proposals, renewals and the CRM hygiene underneath them
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Customer Record Anomalies
Find the records that do not make sense together — a plan that does not match its price, seats above what was sold, a renewal date that has already passed.
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Renewal Escalation Routing
Check a renewal against what renews on standard terms, and route anything non-standard to the level that can actually approve it.
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Renewal Feedback Insights
Read what customers said at renewal — those who stayed and those who left — and find what actually drove each decision rather than what was easiest to record.
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Renewal Proposal Builder
Pick an account renewing soon and get a renewal proposal drafted with the uplift maths shown, the likely pushback anticipated, and your negotiation room stated plainly.
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Renewal Risk Prioritization
Rank the accounts renewing soon by how likely the renewal is to slip, with the evidence behind each ranking and where the owner should start.
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Retention Case Coordination
Open a retention case for an at-risk account and get each team briefed on their part — the same facts, different asks, all held for approval before anything goes out.
Next Step
Deploy Licence Reconciliation, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.