1
Month-end MRR in one view
Paying · Trial · Past_due · Churned - four lifecycle states, real Stripe-synced MRR per row. No spreadsheet export needed to close the period.
Finance 
Finance
See the burn. Trust the numbers. Every customer carries live MRR, every quote ages into a bookings ledger, every LLM tier rolls into per-customer COGS, and an agent answers what's past due.
AI-automated Cost
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
6 of 8 shown
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Your CRM
This is your CRM.
Pipeline, Accounts, Contacts, Activity, Quotes, Customers - all native. No Salesforce license required.
Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?
graph8 syncs bidirectionally - keep your system of record, run your day here.
+ more Used daily by top-performing GTM teams
How Finances use graph8
Your day, briefed and on autopilot
2
Your bookings ledger, auditable
Every quote with Sent → Viewed → Signed timestamps, Net 30 terms, and a Stripe customer + subscription + invoice provisioned the moment it signs.
3
Ask the agent: what's past due?
Natural-language agent with billing tools. Ask MRR, churn, past-due dollars, per-customer revenue, or COGS per customer - and get a real answer.
Inside graph8
The 5 surfaces you'll live in
5 places in graph8 you'll open every day.
Surface 1 · Customers
Every paying customer with real MRR next to firmographics
The customers list joins Stripe billing to the company record. Status · MRR · Plan · Subscription · Customer Since - readable, sortable, exportable. Past_due rows flag themselves for AR follow-up.
- Status · MRR · Plan · Subscription · Customer Since
- past_due flag - your AR call list
- Sort by MRR desc - top customers in one click
- Lifecycle tabs - Customers · Trials · Churned
app.graph8.com/deals/l/customers
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
6 of 8 shown
1 2
Surface 2 · Customer detail
Per-customer health, risk, and renewal in one record
Open any customer. MRR + ARR up top, Plan and Renewal status, a Critical/Warning/Healthy score with auto-generated risk signals. Finance reads this for renewal forecasts and churn-risk dollar exposure.
- MRR · ARR · Plan · Renewal · Tenure
- Health score - Critical / Warning / Healthy
- Risk signals auto-generated from activity
- Billing tab - Stripe subscription + invoices + portal link
app.graph8.com/deals/l/customers/{customer-id}
Dialer / Live Deal · live
History
NV
Nvidia · Customer record
$32,000 MRR · Active Value
$32,000 MRR
Stage
Active
Close
Renewal Jun 30
Details
Close plan $384K ARR · Enterprise plan · tenure 14 months. Health: Healthy. Last activity 4 days ago. Renewal Jun 30 - Stripe subscription auto-renews unless cancelled by Jun 15.
Stage readiness 88%
Suggest next step Open close plan
Surface 3 · Quotes
Your bookings ledger - auditable Sent → Signed timestamps
Every quote with status, payment terms, line items, and the Sent · Viewed · Signed lifecycle timestamps. The Stripe customer + subscription + invoice are provisioned the moment Signed fires.
- Status filters: Draft · Sent · Viewed · Accepted · Expired · Declined · Voided
- Per-quote lifecycle timeline with auditable timestamps
- Net 30 terms, validity dates, line items
- Stripe customer + subscription + invoice auto-provisioned
app.graph8.com/deals/quotes
Dialer / Live Quote · Q-2026-0042
History
NV
Q-2026-0042
Nvidia · Net 30 · Valid Until Jun 20, 2026 Customer
Nvidia
Status
Accepted
Stripe
Provisioned
Details
500,000 Credits · qty 1 $32,000.00
Sent May 21, 9:14 AM
Viewed (×3) May 21, 11:42 AM
Signed ✓ May 21, 4:08 PM
Duplicate Resend
Surface 4 · Admin + COGS
LLM tiers, per-customer COGS, raw Stripe IDs
The admin panel exposes the lower-level financial data. LLM cost tiers G1-G4 feed the per-customer COGS aggregation. The Customers tab surfaces raw Stripe Customer + Subscription IDs for reconciliation against the Stripe dashboard.
- LLM Charges tab - 4 COGS tiers (G1-G4) for input/output credits
- COGS tab - month picker · per-customer table · CSV export
- Customers tab - raw Stripe Customer + Subscription IDs
- Domain Pricing tab - per-org charges and overrides
app.graph8.com/admin
This week - GTM rollup
All 7d 30d QTD
Pipeline value
$148,500
↑ +12% Open deals
8
↑ +2 Past close
3
↑ +1 Avg deal
$24,750
↓ -4% Last 7 days - meetings booked 88
Live - updated 4 min ago
Export
Surface 5 · Analytics + Agent
CAC inputs and an agent that answers your billing questions
Acquisition channels and conversions give you the CAC and CAC-payback inputs. The agent has billing tools - ask MRR, past-due dollars, customer revenue, or COGS-per-customer and you get a real number with the customers behind it.
- /analytics/acquisition - channel mix · users · sessions
- /analytics/conversions - form fills · meetings booked
- Agent billing tools: MRR summary · past_due · churn · revenue detail · COGS
- Reachable from any page or DM via WhatsApp · Slack · Roam · iMessage
app.graph8.com/analytics/acquisition · /analytics/conversions
This week - GTM rollup
All 7d 30d QTD
Pipeline value
$148,500
↑ +12% Open deals
8
↑ +2 Past close
3
↑ +1 Avg deal
$24,750
↓ -4% Last 7 days - meetings booked 88
Live - updated 4 min ago
Export
AI Chat & Email Autopilot
Every reply for Finances, drafted in your voice and queued for one-click send.
Incoming Message
Hi, I downloaded your eBook last week and wanted to learn more about your solutions.
From: [email protected]
AI Draft Response
Tone:
Hi! Thanks for your interest in Graph8's enterprise solutions! 😊 I'd be happy to connect you with our team. I can schedule a call for you today - what time works best? We have slots available at 2 PM, 3:30 PM, or 4 PM EST.
Campaign BuilderPersonalization EngineData CloudVisitor ID AI
Ask graph8 anything
An agent that knows your world
Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.
Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC
What's my MRR this month and who's past due?
9:42 AMRead
$135,499 MRR · $13,499 at risk · (6 customers past_due)
DealStageAmountClose
TeslaActive$48,000Renewal Jun 30
NvidiaActive$32,000Renewal Aug 12
StripeActive$24,000Renewal Sep 04
OpenAIActive$18,500Renewal Jul 19
Tesla ($48,000) is your largest MRR account, renews Jun 30 - Stripe auto-renew is on. Figma's renewal is past due with $499 outstanding and zero activity in 14 days. Run dunning today or churn risk.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
show me COGS per customer last month how much MRR did we lose to churn last 30 days? which trials expired without converting?
Value
What changes when you ship with graph8
For you
For you, the Finance
- Every paying customer with live MRR - no spreadsheet export
- Past_due flag becomes your AR call list automatically
- Quotes lifecycle is the auditable bookings record
- Agent answers MRR, past-due, churn, COGS in one reply
For team
For your team
- Month-end revenue close inside one tool
- Per-customer COGS feeds gross-margin reporting
- Churn-risk dollar exposure visible before renewal
- Quote-to-cash provisioning eliminates billing leakage
2 days
Month-end close time on graph8
We replace every other tool
How AI automates the work
The agents that run behind your day
Three engines built into the surfaces above. Same product, named for what they do.
Revenue Agent
Answers MRR, ARR, past-due, churn, and per-customer revenue questions in natural language. Pulls live from the customers list and Stripe subscription state.
Reconciliation Agent
Walks the bookings ledger. Flags Accepted quotes without matching active subscriptions and missing payment links. Surfaces billing-provisioning gaps before month-end.
graph8 Agent
Answers natural-language questions across customers, quotes, COGS, and acquisition. Reachable from any page or DM via WhatsApp · Slack · Roam · iMessage.
Connected roles
A Finance on graph8 works with
CRO
Forecast partner - they own pipeline; you own bookings reconciliation. Same numbers, two views.
Open role Founder / CEO
The audience for your monthly numbers - MRR, churn, CAC payback, gross margin land on their dashboard.
Open role RevOps
Data-quality peer - they keep accounts clean; you keep the books clean. Same source of truth.
Open roleAbout graph8
Finance teams use graph8 to close the books - without leaving the deal.
Early customers run quote > eSign > Stripe > invoice as one flow, with no DocuSign / QBO tab-switching.
More qualified pipeline
Real-time engagement + instant scheduling turn interest into booked work without extra tools.
Less busywork
AI drafts replies, logs activity, and syncs data automatically - so every role focuses on people, not paperwork.
One operating picture
Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.
graph8 — Everything Included
$499 /month
7-day free trial. No credit card. Cancel anytime.
2,500 free credits to start
75,000 AI credits/month included
Every feature — voice, email, chat, data, coaching — included
Automatic upgrades
Pay As You Go Not ready for a plan? Start small.
$0.05 /credit
Start your first campaign in 3 minutes. No credit card required.
Calculate my ROI Everything in One Place
Full GTM Platform
Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.
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Clone any rep's voice for inbound and outbound calls with live booking.
5-Channel Sequencer
Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
AE Cockpit
AI-prioritized deal actions with meeting prep and risk alerts.
44-Doc Intelligence Engine
Auto-generated battle cards, personas, and competitive analysis per org.
Smarter Data, Better Targeting
700M+ Contacts & 100M+ Companies
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Waterfall Enrichment
5+ providers queried in sequence - only pay for the one that matches.
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See which companies research your keywords and visit your site.
AI Staging Tables
Enrich, score, and classify leads with AI formulas before they hit your CRM.
Simple, Transparent Pricing
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Every Feature Included
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