Your finance brain, watching every dollar that comes in.
Connect billing, ERP or your database and ask about revenue, churn and failed payments. Sherlok answers with the number and what to do now, without waiting for month-end close.
- No credit card
- Read-only access
- Revoke anytime
in failed charges over the last 30 days, across 41 customers.
Resending the charge with a card update link to the 10 largest recovers more than half the amount.
Sources you connect
- Stripe
- Paypal
- Square
- Zoho Books
- Netsuite
- Xero
- Shopify
- SQL
- Google Sheets
- HotmartComing soon
- Open FinanceComing soon
Billing, ERP and e-commerce come from the catalog. Hotmart and Open Finance show as coming soon in the app. For an in-house ERP, connect the SQL database. See all 1,500+ connectors
What holds the team back today
Revenue that only shows at close
The month is over by the time someone notices new revenue didn't cover cancellations.
Forgotten failed payments
A failed charge becomes a lost customer because nobody checked the list in time.
Spend and revenue in separate worlds
Media in one place, billing in another, and the math on what each dollar returned waits for later.
Ask in plain language
How much of this month's revenue came from new customers?
Which customers had a failed charge and still haven't paid?
Which plan has the most cancellations in the last 90 days?
Is revenue this month above or below the same period last month?
How much did I spend on ads for each $1 of new revenue?
Which products have the lowest margin this quarter?
The kind of decision you get
of media per $1 of new revenue in October, versus $0.24 in September.
The increase came from a top-of-funnel campaign. Review its budget before the next cycle.
Who works on this area
Investigate
Answers about revenue, billing and margin with data from the connected source, and closes the answer with a decision.
Marketing agents
With billing connected, the agents read revenue next to media spend.
Report
The weekly summary with the agents' decisions, for whoever watches cash.
Frequently asked questions
Is there a finance-only agent?
Not yet: the agents for each area are in their final stage. Today, in finance, Investigate does the work: you ask about revenue, billing or margin and get the decision. When they're ready, they'll show up here.
My ERP isn't in the catalog. What now?
Connect the ERP database through the SQL connector with a read-only user. Investigate queries the tables you allow.
Does Sherlok move money or charge customers?
No. The connection is read-only. Sherlok answers and suggests; nothing is charged, refunded or changed.
Is my financial data safe?
Official OAuth connections or a read-only user, encryption in transit and at rest, and your data doesn't train models.
Know today what the close would only show at month end.
- No credit card
- Read-only access
- Revoke anytime
Other areas