Our New AI VP of Finance Closes the Deal, Sends the Invoice, and Chases the Cash. It Took 4 Deals to Train It.

When SaaStr's finance team took a vacation during their busiest season, invoicing and collections fell behind. So they built an AI agent to handle it. Per SaaStr, the agent—called 10K—closes deals in Salesforce, generates invoices, sends them to customers, answers payment questions, and runs collection reminders automatically. What makes it work is orchestrating existing tools rather than replacing them. SaaStr tested it manually on four real deals first, catching issues like missed payment splits and customer mismatches. Since going live, it's had one billing error. The agent pauses when unsure, and SaaStr's finance lead stays copied on every message—guardrails that keep autonomous workflows safe.

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