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.
Platform
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
Generate real-time insights by analyzing MRR, ARR, churn, retention, ARPA, billings, and payments in natural language, pulling from Zuora Analytics, and build your own reports with plain language description.
Catalog & Commercialization
Catalog & Pricing Agent
Launch and maintain your catalog faster by analyzing SKU health, building and editing products, managing rate-plan pricing and finance codes, cleaning up duplicate charges, and turning recommendations into live products and rate plans.
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 by searching contracts, analyzing modifications, previewing allocation impact, deferring/releasing revenue, updating forecasts, managing allocations, editing POB attributes, applying holds, and voiding billing events.
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
Keep journal entries clean and close on schedule by investigating journal run failures, tracing blank or mismatched accounting codes back to source objects, and creating, amending, and validating manual journal entries directly.
System administration & integrations
IT Admin Agent
Handle system administration without waiting on engineering by troubleshooting SQL and deployments, investigating audit logs, authoring and auto-simulating Custom Logic Functions, creating or updating tenant settings, and saving reusable Data Queries.
Mediation & Metering Agent
Move faster on usage-based billing pipelines by generating JavaScript or Python for mediation operators, validating meters and simulating runs before they go live, and browsing, exporting, and downloading meter audit trails and event-store data for troubleshooting.
Workflow Agent
Creates, modifies, explains, and troubleshoots Zuora Workflows from natural-language instructions, helping teams turn operational goals into draft workflow logic and JSON faster while keeping final workflow control with the user.
Data Loader Agent
Generates Data Loader template CSVs mapped to the right Zuora objects and fields, built from a plain-language description of import requirements.
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.