Secure AI Agent · SaaS Startup
AI applied to your startup's metrics
A specialist configured to close the monthly pack from Stripe or a billing export, track activation to time-to-value, and keep the investor update cadence on schedule.
Companies that trust UPX
Capabilities
What the SaaS Agent can do
Main areas of work for the SaaS Startup AI Agent in your operation.
Monthly metrics pack
Closes MRR, churn, and expansion from Stripe or a billing export.
MRR breakdown
Splits new, expansion, contraction, and churn and shows what moved the month.
Runway calculation
Computes the months left against the reported burn, with the assumption declared.
Activation reading
Tracks onboarding to time-to-value and flags where the account stalls.
Churn risk
Cross-references usage and billing and lists accounts that changed behavior.
Investor update
Builds the period letter with the source for each figure and what is still open.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Metrics close
- Consolidates the billing period and flags what did not reconcile.
- Cohort reading
- Tracks retention by signup cohort, without averages that hide the case.
- Update writing
- Builds the period letter with the source for each metric.
From billing to the update, with the source for every figure
Connect billing and the CRM, define what the agent can do, and let the close happen within your operation's limits.
- Connect billing
- The agent works where revenue is already recorded.Connect Stripe, the billing sheet, the CRM, and the product channel so the Secure AI Agent has access only to what it needs to close the metrics.
- Ask for the work
- Talk to the agent in natural language.Request the monthly pack, the MRR breakdown, or the list of at-risk accounts. The agent understands the context, applies the configured skills, and follows the operation's rules.
- The agent computes. You decide.
- No subscription changes on its own.The agent reads, computes, and drafts within the defined permissions. Changing plans, applying discounts, and issuing charges still require human approval.
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Integrations
Connected to the systems where your revenue is already recorded
The SaaS Agent can query billing and run tasks in the systems your team already uses.
Flow
What goes in, what the agent does, and what comes out
From raw billing entries to a pack ready for review, following your operation's rules and permissions.
Inputs
- Subscriptions and invoicesAPI
- Billing exportCSV
- Reported burnDOC
Processing
Secure AI Agent
Processing the task
- Read
- Classify
- Computerunning
- Verify
Output
Completed
Pack prepared
- MRR broken down
- At-risk accounts listed
- Runway with the assumption declared
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your operation's rules.
- 1
Query
Reads subscriptions and invoices and answers with the reference.
- 2
Prepare
Closes the pack and drafts the period update.
- 3
Request review
Waits for validation from whoever owns the operation.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each operation's policy. Changing plans, applying discounts, issuing charges, and sending the investor update always stay under human approval.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: all market AI models used by the Agents have ZDR under contract, and processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the SaaS Agent
What founders usually ask before putting an agent to support their metrics.
Does the agent change subscriptions or apply discounts?
No. It reads billing, closes the numbers, and prepares the figure. Changing plans, granting discounts, and issuing charges stay under the approval of whoever owns the operation.Where do MRR, churn, and runway come from?
From the connected data: Stripe, a billing export, and the burn you report. The agent computes and shows the source for each component. When a figure is missing, that is explicit instead of becoming an estimate.Does it work without Stripe?
Yes. With Stripe connected the reading is direct; without it, the agent works from a billing export in a spreadsheet. The close is the same — only the data source changes.Does it write the investor update?
It drafts it with the period's figures and the source for each. Sending is yours: the letter goes for review first, because framing the month is a call for whoever signs it.Is financial data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the sources involved. The starting point is connecting billing and defining how burn is reported, then expanding the scope as the close is confirmed.
Custom agents
We build and manage the agent for your startup
From the monthly close to the investor update: we build the agent that keeps MRR, churn, and runway sourced.