RevOps Agent

AI RevOps, built into your billing system.

Bunny is SaaS billing, CPQ and RevOps for B2B SaaS. The Bunny RevOps Agent is AI RevOps built into it: ask about MRR, renewals or overdue invoices, then have it draft the renewal quote or set up the subscription — in Bunny, in Slack or in your own AI tool, on your live data.

Bunny Agent
Online
What's Acme Co's current MRR?
Acme Co's MRR is $14,250. Their next renewal is in 23 days on June 2nd.
Give them a 10% discount on renewal

I've prepared a draft renewal quote with a 10% discount for Acme Co. Proposed MRR is $12,825.

Draft ready for review
When should we consider a price increase for them?
Acme has been on the same plan for 18 months with strong usage. Their next renewal is a good window — I'd suggest a 10–15% increase with a 2-year lock-in offer.
Ask anything about your revenue...
Definition

What is AI RevOps?

AI RevOps is revenue operations run with an AI agent that works directly on your quote, subscription, invoice and revenue data. It answers questions like “what’s our MRR?” or “which renewals are coming up?”, then does the follow-up work — drafting renewal quotes, flagging overdue accounts, setting up subscriptions — with a person approving anything that touches billing.

It’s the same discipline as RevOps — one team owning the systems and data behind every dollar of revenue — with the repetitive lookups and data entry handed to an agent.

What is a RevOps agent?

A RevOps agent is an AI assistant connected to your billing system that can both read and act. Ask it a question in plain language and it answers from live data; give it a task and it carries it out inside your existing permissions. Bunny’s RevOps Agent does this on the same records that drive quote-to-cash, so the answer and the action come from one source of truth.

Why it only works on a single system of record

An agent is only as good as the data it can reach. If quotes live in one tool, subscriptions in another and invoices in a third, the agent inherits every reconciliation gap. Bunny keeps them in one place — see revenue operations software for how.

Use cases

What does a RevOps AI agent actually do?

Five jobs RevOps teams hand to the Bunny RevOps Agent every week. Each one runs on live Bunny data, and anything that bills a customer stays a draft until someone on your team applies it.

  1. 01 · Renewal quotes

    Never let a renewal go unworked

    “Which renewals in the next 90 days haven’t had a quote sent? Draft one for Silverfern with a 5% uplift.”

    The agent lists upcoming renewals, flags the renewal deals nobody has touched, and drafts the renewal quote — price adjustment, term and all — ready for review. More on renewal management.

  2. 02 · Collections

    Know exactly who owes what

    “Which accounts have invoices more than 30 days overdue? Give me a CSV with links.”

    It reads AR aging from current to 91+ days, lists at-risk accounts with the amounts overdue, and exports the list with a link to each account — while Bunny’s dunning workflows keep the reminders going.

  3. 03 · MRR questions

    Answers without building a report

    “What’s our MRR, and how much of last quarter’s movement was expansion versus churn?”

    MRR and ARR, new, expansion, contraction and churn, NRR, GRR and retention cohorts — read from the same pre-computed analytics that power Bunny’s dashboards, not worked out by hand.

  4. 04 · Deal desk

    Structure the deal, check the discount

    “Quote Acme 50 seats on Pro, ramping to 100 in year two, with the first month free. What will the first invoice be?”

    It composes the quote with ramps, discounts and free periods, previews the invoice before anything is billed, and shows where live subscriptions sit below list price so you can spot discount leakage. It’s Bunny CPQ, driven by conversation.

  5. 05 · Forecasting

    See the cash coming in

    “What are we expecting to invoice each month for the next two quarters, split by recurring and usage?”

    Bunny keeps a 24-month invoice forecast per account, built from committed recurring fees and usage estimated from past periods. The agent reads it, breaks it down by month and currency, and lines it up against upcoming renewals.

  6. And the setup work nobody wants

    Upload a signed contract and it drafts the account and subscription. Point it at a pricing page and it builds the catalog. Ask for the top 50 customers by MRR and it hands you a CSV.

    Read: AI renewal management for expansion revenue
Watch

Watch the RevOps Agent at work

46 seconds: the agent reads a signed contract and sets up the subscription, then drafts upgrade quotes for every Starter account over 80% usage — each step ready for review before anything is applied.

Read the transcript

Give Bunny the task. Stay in control of the result. The agent extracts the plan, quantity, price and billing schedule for review. Check the proposed subscription, then apply it when you are ready. Review the subscription and billing schedule created from the contract.

Ask for upgrade quotes for Starter accounts above 80% usage. The agent prepares the quotes. Review the account selection and proposed pricing. Review the drafts and submit them for approval before customer delivery. Your revenue operations, with an agent on your team.

You stay in control

Fast on the boring bits. Careful with the money.

Nobody wants an AI quietly repricing their biggest account at 2am. The agent moves quickly through the work that should be quick — and stops where a person should be looking.

01

Just ask

“Which accounts renew this month?” “What is Acme paying us now?” The agent reads your live Bunny data and answers in the chat. Nothing changes, so ask anything you like — this is the half of RevOps that usually costs you an afternoon.

02

Let it do the typing

Ask for the renewal quote with a 10% uplift and you get a draft, built from the real subscription, with the numbers already worked out. It stays a draft until somebody applies it. Read it, change it, or throw it away.

03

Then you decide

Apply the quote and it becomes a real subscription, invoice and renewal date. Every action the agent takes runs inside the permissions of the person who asked — so it can never do something that person could not do themselves in Bunny.

Your permissions, not its own

The agent has no special access. It acts as the authenticated user, so your existing roles do the work they already do.

Questions can't break things

Read-only tools are genuinely read-only. Looking something up cannot change a subscription, an invoice or a price.

Drafts until you say so

Quotes stay as drafts until someone applies them — the same approval flows your team already uses still apply.

Want to see it on a workflow of your own? Walk through it with us.

What it can do

From quick lookups to complex workflows

The RevOps Agent understands natural language and works within your Bunny permissions. Whether it's a simple question or a multi-step task, just ask.

Quick lookups
Instant answers from your live data
What's TechCorp's current MRR?
TechCorp's MRR is $8,400/mo. Up 12% vs last quarter.
Which accounts renew this month?
7 accounts renew in May totalling $62,300 ARR. Want me to pull a full list?
Take actions
Create, update, and manage subscriptions
Create a new subscription for Globex on the Pro plan, 10 users, 14-day trial
Done. Globex is live on Pro (10 users) with a 14-day trial starting today. Subscription #4821 created.
Change the billing email for Initech to joe@example.com
I've updated the email address. The next invoice will be sent to joe@example.com
Complex workflows
Upload docs, onboard products, process contracts
pricing-v3.pdf
Set up these products in our catalog
I found 4 products in the doc. I've created Starter, Growth, Pro, and Enterprise plans with the pricing tiers. Ready for review.
acme-contract.pdf
Create a subscription from this contract
I've read the contract. Acme: Pro plan, 50 users, $24,000/yr, 2-year term. Shall I create the account and subscription?
Capabilities

It doesn't just answer. It does the work.

Most AI tools stop at an answer. The RevOps Agent reads your live Bunny data, brings real B2B SaaS judgement to it, and then goes and makes the change — subscriptions, discounts, renewals, your whole catalog.

Real-time data access
Query MRR, ARR, churn, renewals, and customer details instantly. No exports, no delays — data is live from Bunny.
Takes real actions
Create subscriptions, apply discounts, update renewals, amend billing, and more — directly in Bunny, through conversation.
Document understanding
Upload a contract, pricing sheet, or spec doc and the agent will extract the details and set things up in Bunny automatically.
B2B SaaS expert built-in
Ask about pricing strategy, expansion revenue, churn reduction, or how to structure a deal. The agent draws on deep B2B SaaS expertise to advise you.
Product catalog setup
Give it a URL or a pricing document and it will configure your product catalog — plans, pricing, features, and tiers — ready for sales to use.
Context-aware conversations
The agent remembers the context of your conversation, so follow-up questions and multi-step tasks flow naturally without repeating yourself.
How to access it

Meet it where your team already works

Access the RevOps Agent directly inside Bunny, from Slack, or via MCP in your AI tool of choice.

Bunny AI chat

Built into Bunny

Access the agent directly from within the Bunny app. It's always a click away and has full context of the page you're working on.

Slack

Slack bot

Add Bunny Agent to any Slack channel. Your whole team can ask questions, assign tasks, and get revenue updates without leaving Slack.

Claude ChatGPT

MCP

Connect via MCP and use the RevOps Agent from Claude, ChatGPT, or any MCP-compatible AI tool — with your Bunny data always available.

For AI teams

Connect your AI agents to Bunny

Bunny ships an MCP server with 31 tools and 12 live data resources — so any MCP-compatible AI agent can query your data, take real actions, and run billing workflows as part of a larger AI team.

MCP server — connect Claude, ChatGPT, or any MCP-compatible agent directly to your Bunny instance over OAuth
Open Agent Skills — the tools give your agent the capability; our published skills teach it the strategy, so it picks the right tool and follows the right billing workflow. One install for Claude Code, VS Code, Cursor, Gemini CLI and Codex
Safe on live billing — every tool runs inside the authenticated user's permissions, read-only tools cannot change data, and quotes stay drafts until someone explicitly applies them
Learn more
AI agent ecosystem
Claude / ChatGPT
MCP-compatible agent
MCP
Claude Code / VS Code / Cursor
Coding agents, via the Bunny plugin
Plugin
Bunny RevOps Agent
In-app chat and Slack bot
Built in
Bunny MCP server
31 tools + 12 live data resources
OAuth
Bunny
Live subscriptions, billing & metrics data
Free trial

The RevOps expert your team never had.

Ask it anything about your book of business, and it answers from your live data. Point it at the renewal that needs a quote and it drafts one. All the digging, none of the digging.
  • Type "send upgrade quotes to all starter plan accounts" — done in seconds
  • Know which renewals need you this month, while there is still time to do something about it
  • Find every overdue invoice in one question, instead of one account at a time
Try free for 30 days

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FAQ

Frequently asked questions

What is AI RevOps?
AI RevOps is revenue operations run with an AI agent that works directly on your quote, subscription, invoice and revenue data. It answers questions such as current MRR or upcoming renewals, then does the follow-up work — drafting renewal quotes, flagging overdue accounts, setting up subscriptions — with a person approving anything that touches billing.
What is a RevOps agent?
A RevOps agent is an AI assistant connected to your billing system that can both read and act. The Bunny RevOps Agent answers questions from your live Bunny data and carries out tasks inside your existing permissions, through a plain-language chat in Bunny, in Slack, or in Claude, ChatGPT and other MCP-compatible tools.
What can the RevOps Agent actually do?
It handles quick lookups such as an account's current MRR, which accounts renew this month or which invoices are overdue, and it takes real actions — creating subscriptions, drafting renewal and upgrade quotes, applying discounts and updating billing details directly in Bunny. Most AI tools stop at an answer; the RevOps Agent goes on to make the change.
Can it read documents?
Yes. Upload a contract, pricing sheet or spec document and the agent extracts the details and configures Bunny — for example creating plans and pricing tiers from a pricing PDF, or drafting a subscription from a signed contract.
Where can I use the RevOps Agent?
Three places. It is built into the Bunny app with full context of the page you are on, it runs as a Slack bot in any channel so the whole team can ask questions without leaving Slack, and it is available over MCP from Claude, ChatGPT or any MCP-compatible AI tool.
Can other AI agents connect to Bunny?
Yes. Bunny ships an MCP server with 31 tools and live data resources, connected over OAuth, so any MCP-compatible agent can query your data and run billing workflows. Bunny also publishes open Agent Skills that teach an agent which tool to pick and which billing workflow to follow, with one install covering Claude Code, VS Code, Cursor, Gemini CLI and Codex.
Is it safe to let an AI agent touch live billing data?
Every tool runs inside the authenticated user's permissions, read-only tools cannot change data, and quotes stay as drafts until someone explicitly applies them. You can also ask the agent to preview an account's next invoice before you tell it to go ahead.
How reliable are the agent's revenue numbers?
The agent reads metrics like MRR, churn and the invoice forecast from the same pre-computed analytics that power Bunny's dashboards rather than adding them up by hand. For figures that must be exact to the cent, such as a board report, the Analytics area in Bunny is the source of truth.