ChartMogul AI employee
A Superkind AI employee that checks open invoices, reconciles payments, and creates reports on MRR, customers, and churn inside ChartMogul. Message it in Teams or Outlook, it does the work in ChartMogul and reports back with the result. It waits for your approval before sensitive actions.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a ChartMogul AI employee?
A ChartMogul AI employee connects to your ChartMogul account and completes concrete tasks there. It checks customers, invoices, and transactions, reconciles payments, and creates reports on MRR, churn, and customer lifetime value. Superkind builds it with your company knowledge and rules so the results fit your business model.
Unlike Zapier or Make, there is nothing to configure. No triggers, no scenarios, and no ongoing maintenance. You describe the outcome in plain English, Superkind picks the right ChartMogul actions, chains them with your other systems, and asks for your approval before sensitive changes.
ChartMogul is a subscription analytics platform with metrics for MRR, churn, customer lifetime value, invoices, and payments.
You ask in Teams
Describe the report or check you need in plain English.
Superkind picks the actions
Selects the right ChartMogul actions and connects them with your systems.
Superkind works in ChartMogul
Checks customers, invoices, transactions, and subscription metrics in your real data.
Superkind reports back
Delivers the finished report to Teams or Outlook.
What can you ask Superkind to do in ChartMogul?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Check every open invoice above 1,000 euros in ChartMogul and group them by due date.”
you, to @Superkind“Reconcile today’s incoming payments with open ChartMogul invoices and list every transaction that remains unclear.”
you, to @Superkind“Create a report on MRR, churn, and customer lifetime value for last quarter by plan.”
you, to @Superkind“Let me know here as soon as a payment in ChartMogul cannot be matched clearly to an invoice.”
you, to @SuperkindHow does Superkind work with ChartMogul?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
Connect ChartMogul securely to Superkind. Add Teams, Outlook, and the systems that hold your invoice and payment data. Superkind observes your access rights and data sources. The AI employee is then ready to reach in Teams.
@Superkind please reconcile today’s incoming payments with open invoices in ChartMogul and flag any unclear cases.
On it. I am checking the ChartMogul invoices and reconciling today’s transactions.
2Tell Superkind what you need
Message your AI employee in Teams like a colleague. Ask it for an MRR report, a reconciliation of open ChartMogul invoices, or a list of unusual transactions. Superkind understands the request and asks questions if details are missing. You do not need to build a workflow.
- 18 invoices reconciled
- 3 transactions unresolved
- MRR affected: 2,460 euros
September reconciliationWaiting for your approvalRecord missing transactions?3Superkind operates, you approve
Superkind reads the required ChartMogul data, connects it with information from Outlook, and prepares the result for Teams. Changes to customers, invoices, or transactions wait for your approval. Superkind then runs the confirmed action and logs every step.
What can Superkind do in ChartMogul?
Ask in plain English from Teams or Outlook. Superkind picks the right ChartMogul actions, completes the work, and reports back. No workflows to build.
Search customers
Finds customers by name, email address, external ID, status, or data source.
Get customer details
Reads a customer profile, contacts, tags, custom attributes, and subscription status.
Create customer
Creates a customer with external ID, name, contacts, and data source.
Merge customers
Merges duplicate customers with their invoices, transactions, and subscriptions.
Check customer activity
Shows the activities of a customer in chronological order.
List invoices
Lists invoices with amount, currency, date, customer, and line items.
Check open invoices
Checks open invoices by due date, amount, customer, and data source.
Reconcile transactions
Compares transactions with invoices, amounts, currencies, and customers.
Add transaction
Records a transaction for an invoice with amount, date, and result.
Delete transaction
Deletes a transaction and its related data from ChartMogul.
List subscriptions
Lists the subscriptions of a customer with plan, status, start date, and cancellation date.
Get subscription history
Shows plan changes, pauses, cancellations, and reactivations of a subscription.
Compare plans
Compares plans by interval, currency, MRR, customer count, and churn.
Create plan
Creates a plan with external ID, name, and billing interval.
Analyse MRR
Calculates monthly recurring revenue for a period, plan, region, or data source.
Analyse ARR
Calculates annual run rate for a selected period and relevant segments.
Analyse churn
Analyses customer churn rate, MRR churn rate, and lost MRR by segment.
Calculate customer value
Calculates customer lifetime value and average revenue per account for a segment.
Analyse cash flow
Summarises cash flow from paid invoices and transactions by period.
List activities
Lists activities such as new business, expansion, contraction, churn, and reactivation.
Check MRR movements
Checks MRR movements by customer, plan, date, and movement type.
Get opportunities
Lists opportunities with stage, amount, owner, close date, and customer.
Update opportunity
Changes the stage, amount, owner, or close date of an opportunity.
Check data sources
Shows data sources and their external IDs for imports and mappings.
Analyse tags
Groups customers and subscription metrics by existing tags.
Check custom attributes
Reads custom attributes for customers and uses them in segment reports.
Superkind uses ChartMogul together with your other systems
Ask for results across systems. The AI employee reconciles ChartMogul with accounting tools and spreadsheets, then delivers the finished report in Teams or Outlook.
Superkind AI employees that work with ChartMogul
Every role brings its expertise and uses ChartMogul as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for ChartMogul.
Yes. Superkind connects ChartMogul through a managed connector. Once connected, your AI employee can read customers, invoices, transactions, subscriptions, and subscription metrics and complete agreed tasks. You instruct it from Teams or Outlook. It works with the approved ChartMogul data and reports the finished result in the channel your team already uses.
An admin provides suitable API credentials in ChartMogul and defines the required permissions. Superkind sets up the managed connector with you and verifies access to customers, invoices, transactions, and metrics. ChartMogul is then available to the AI employee. You do not need to build or maintain webhooks, triggers, or custom integration flows.
It can check customers and subscriptions, review open invoices, reconcile transactions, and prepare subscription metrics such as MRR, ARR, churn, and customer lifetime value. It can also include plans, activities, MRR movements, and opportunities. The list above shows common actions. Which ones your AI employee uses depends on your use case and its permissions.
No. With Zapier or Make, you define triggers, filters, and individual steps, then maintain them when something changes. With your AI employee, you describe the desired outcome in plain English. Superkind picks the required ChartMogul actions itself, combines them with DATEV, spreadsheets, or Outlook when needed, and asks questions when important details are missing.
Only with your approval. Superkind can run reports, searches, and read only reconciliations independently. If an action merges customers, records or deletes transactions, creates plans, or changes opportunities, it waits for a yes from a responsible person in Teams. Together, you define which ChartMogul actions are sensitive and who is allowed to approve them.
Superkind is hosted in the EU and signs a GDPR data processing agreement with you. The AI employee receives only the minimum required ChartMogul permissions. Your data is not used to train models. Access and completed actions are logged, so you can trace which customers, invoices, transactions, or metrics were read or changed.
ChartMogul Pro starts at about 100 US dollars per month when billed annually. Enterprise sits in the low four figures per month. Zapier starts at about 20 euros per month and Make at about 10 euros, both plus setup and maintenance time. Superkind is priced per use case and costs a fraction of a full time hire. These systems serve different purposes.