Supercharge Finance Productivity with Zuora AI
Zuora’s purpose-built agents support every quote-to-cash workflow, acting as digital coworkers for finance teams. Embedded directly in Zuora, they use existing context, permissions, and controls to help teams investigate issues, understand financial impact, and take action in natural language.
| Line | Amount |
|---|---|
| Base renewal | $84,000 |
| Usage add-on | +$9,600 |
| Discount applied | −$3,200 |
| New total | $90,400 |
Ready to send: the usage add-on and loyalty discount both apply cleanly under the current contract terms. No approval flags triggered.
| Metric | Current | Proposed |
|---|---|---|
| Total contract value | $180,000 | $216,000 |
| Remaining POB | $60,000 | $96,000 |
| Revenue recognized this quarter | $15,000 | $18,000 |
Watch: bundling Analytics mid-term creates a new performance obligation. This quarter’s recognition rises $3,000; the rest defers across the remaining term.
Orchestrator Agent
Creates one, governed Zuora AI experience across quote-to-cash. The Orchestrator routes user requests to the right specialized agent, while maintaining context, permissions, guardrails, and streaming.
Analytics Agent
Creates one, governed Zuora AI experience across quote-to-cash. The Orchestrator routes user requests to the right specialized agent, while maintaining context, permissions, guardrails, and streaming.
Catalog & Commericialization
Catalog & Pricing Agent
Easily maintain your product catalog and launch products faster by analyzing SKU health, building and editing products, and managing dynamic pricing workflows.
Commercialization Agent
Write optimized product descriptions, merchandising copy, and SKU metadata from catalog data and sales / marketing materials, turning catalog data into commercial packaging.
Churn Reduction Agent
Create a target list of high risk churn accounts based on behavioral and transactional signals and generate a targeted playbook for cohorts of these accounts to reduce churn risk from active subscribers.
Deal Desk & CPQ
Quote Rule Agent
Quickly configure quotes by generating quote rules, validating conditions and actions, explaining rule behavior, troubleshooting setup issues, and supporting Zuora CPQ configuration.
Extension Agent
Generate custom extensions, validate extension logic, explain behavior, troubleshoot setup issues, and support Zuora CPQ configuration.
CPQ Setup Agent
Configure quick filters, set Quote Studio parameters, explain settings, troubleshoot setup issues, and support Zuora CPQ config.
Billing & Invoicing
Billing Operations Agent
Run day-to-day billing workflows more efficiently with account summaries, bill runs, billing health, subscription updates, invoice and credit memo operations, invoice auditing, and reporting.
Payment Operations Agent
Manage payments, refunds, explain payment status and gateway responses, diagnose payment run issues, and manage payment schedules more efficiently.
Accounts Receivable & Collections
AR Statement & Reconciliation Agent
Reconcile faster with repeatable evidence packages including point-in-time balances, SOAs, open-item aging, customer reconciliation packages, exact Excel/PDF template outputs.
Cash Application Agent
Apply payments, unapplied cash, duplicate payments, remittance matching, payment-to-invoice allocation.
Revenue
Revenue Analyst Agent
Speed up revenue analysis with searching contracts, analyzing contract modifications, previewing allocation changes, running and summarizing Revenue reports, monitoring scheduled jobs, simulating revenue impact, generating Revenue Data Query SQL, performing SSP analysis, and managing stage validation.
Close Diagnostics Agent
Closer faster with clear exception resolution, close readiness, report/job failures, hold/release issues, SSP/POB exceptions, data sync blockers.
Billing-to-Revenue Trace Agent
Trace from subscription / order / invoice / credit memo / debit memo to RCID, sales order line, revenue schedule, and GL tie-out to improve auditability from billing activity to revenue outcomes.
Journal Entry Remediation Agent
Investigates journal run issues, source objects, and blank accounting code cleanup and prepares safe corrections to keep journal entries cleaner and remediation faster before close.
System administration & integrations
IT Admin Agent
Explains queries and errors, writes SQL, searches deployments, summarizes reports, generates templates, supports configuration, and queries audit logs to speed diagnostics, guide data management, and improve system administration safety.
Mediation Code Generation Agent
Generates compatible JavaScript or Python for mediation operators from natural language so non-technical users can move faster while Zuora handles state management, numeric handling, date and time processing, and JSON-safe serialization.
Zuora AI Platform
Core platform capabilities that make Zuora AI more powerful, transparent, and easier to use across quote-to-cash.
Ready for the next step? Explore AI use cases with a Zuora expert.
FUTURE OF AI
This is just the beginning
As Zuora AI continues to evolve, we’ll continue to build new agents to help finance teams automate more work, make faster decisions, and manage growing quote-to-cash complexity without adding operational overhead.