How one SaaS company built an AI VP of Revenue that handles deals end-to-end

The Gist

• AI agent 10K closes deals, sends invoices, and chases payments in 60 seconds post-signature
• Handles collections, sales comp, and FP&A without new tools or human intervention
• Replaced 5+ manual processes with one autonomous system running on existing stack

• An AI VP of Revenue can handle deals end-to-end, including sales ops, AR, collections, sales comp, and FP&A, without human intervention.
• The gap between a deal getting signed and an invoice going out is a significant cash drain in B2B, which AI can help mitigate by improving coordination.
• Testing AI agents with manual oversight and step-by-step approval is crucial before full deployment, especially in sensitive areas like finance.
• Integrating finance into an existing AI agent (rather than creating a standalone one) can provide better insights and automation by leveraging existing data.
• AI agents can identify and automate additional tasks (like commission calculations) when they have access to comprehensive data, even if those tasks weren't initially scoped.
• AI doesn't need to replace entire finance stacks; it can significantly enhance existing tools by automating their operation.

• Test AI agents in finance with manual oversight and step-by-step approval before full deployment.
• Integrate finance automation into existing AI agents rather than building standalone solutions to leverage existing data.
• Ensure AI agents have built-in checkpoints to stop and ask for confirmation when uncertain.
• Keep humans 'on the loop' by copying them on all AI-generated communications to maintain oversight.

• 1 bad invoice (Since going live, the AI VP of Revenue produced only one incorrect invoice, which was quickly corrected.)
• 4 deals (Recommended minimum number of deals to test the AI agent on if contracts vary significantly.)