Failed payment recovery

Involuntary churn from expired or declined cards drains recurring revenue quietly. A Beam agent watches ProfitWell for failed payments, reads the customer, plan, and failure reason, and follows the recovery steps your team approved: prompting the customer to update their card and retrying on the agreed schedule. Recovered accounts are updated and closed out. When recovery stalls past the set window, or the account is high value or under a custom contract, the agent routes it to a revenue owner with the history attached, so a person decides whether to intervene personally or let the subscription lapse.

Subscription metric reporting

Leaders need current revenue numbers without waiting on a manual spreadsheet. Reading ProfitWell metrics like recurring revenue, churn, and growth, a Beam agent compiles the recurring report your team defined and delivers it to the right channel on schedule. It applies your rules to flag when a metric moves beyond its normal range and notifies the owner. Interpreting why a number moved stays human; the agent points to the shift and the segment behind it, but the narrative and any decision go to a revenue lead rather than being asserted by the agent.

Cancellation reason tagging

Cancellations carry signal that is lost when nobody codes the reasons. A Beam agent reads ProfitWell cancellation and downgrade events, interprets the stated reason, and applies your taxonomy to tag each one for later analysis. It updates linked records and notifies the retention owner when a reason spikes across accounts. Cases where the reason is unclear, or where a churned account looks worth saving, are routed to a person instead of auto-tagged, with the customer's own wording preserved so a retention manager can judge the real cause and any follow-up.