The Partner Payments Agent is the system of record for partner economics. It knows your commission rules, runs the numbers, handles compliance across every market, and pays your partners automatically. Your partner finance stack, run by an agent.
A late payment or a miscalculation isn't just an admin problem. It's a signal to your partner that your program isn't serious. By the time you fix it, they've already started prioritising someone else.
Set your commission structure once in conversation with the Partner Payments Agent. From that point, every closed deal triggers a chain it runs automatically: calculate, document, reconcile, pay, notify.
No exports, no manual input. The agent monitors your CRM and picks up every closed deal automatically, applying your commission rules including splits, tiers, and overrides across every partner.
Salesforce, HubSpot, and Pipedrive connectors out of the box
Multi-partner splits, tier escalations, and renewal rates supported
Every calculation traces back to the source deal in your CRM
When a deal is refunded, downgraded, or a customer churns inside a clawback window, the agent recalculates automatically. Finance gets a clear audit trail. Partners get a clear explanation. No manual reconciliation required.
Clawback windows configurable per partner and per deal type
Refunds netted against the next payout or recovered directly
Every adjustment posted to the partner statement with a reason
Every cycle, the right documents are produced automatically for every partner in every jurisdiction. Finance stays in control. Partners get everything they need without asking for it.
US 1099, EU VAT, UK self-billing, GST/HST, RCTI — all handled
Branded statements with full deal-by-deal breakdowns
One-click export to your accounting system
Run payouts fully automatically or configure an approval step before anything goes out. Every payment is traceable end to end, across currencies and markets.
Choose the rail that fits your finance setup — mix and match per partner
Auto-approve under a threshold; require finance review above it
Real-time FX, fee transparency, and reconciliation back to your ledger
Automatic Slack or email notifications with a full breakdown tied to specific deals. The “where’s my commission?” message stops before it’s sent.
Slack, email, and partner portal — all updated in lockstep
Each notification links straight to the underlying invoice
Delivery tracked and escalated automatically if anything stalls
The Partner Payments Agent connects to the leading global payment providers. Choose the rail that fits your finance setup.
Stripe Connect
Wise
Bill.com
Generic automation tools don't understand commission splits, clawback windows, or multi-jurisdiction compliance. This agent does, because it was built specifically for the way partner revenue works at scale.
Have other questions about the Partner Payments Agent? Hit the button below to talk to us.
Talk to SalesThe Partner Payments Agent connects to the major CRMs. Closed-won data flows in automatically with no manual exports or middleware required.
