Automate ProfitWell workflows with AI Agents

Subscription businesses thrive on timely financial data, rapid decision-making, and seamless team collaboration. Combining ProfitWell—the gold standard in subscription analytics—with Runbear's AI agent platform empowers your team to access critical revenue data, trigger reports, and collaborate on growth strategies all within Slack, Microsoft Teams, or Discord. Unlock operational excellence by making your ProfitWell metrics as accessible (and actionable) as chatting with a colleague.

About ProfitWell

ProfitWell, now part of Paddle, is the leading analytics and revenue management suite for subscription businesses. With tools like ProfitWell Metrics for real-time reporting, Retain for automated churn reduction, and Monetize for price optimization, ProfitWell equips finance and operations teams with actionable insights to grow recurring revenue. Its intuitive dashboards, detailed reporting, and industry benchmarks make it a staple for SaaS companies, digital agencies, and any recurring billing organization seeking to understand and optimize the drivers of growth. Teams rely on ProfitWell to unify finance, ops, and GTM perspectives around their most important KPIs, streamlining subscription management and revenue optimization efforts. By surfacing actionable intelligence, ProfitWell enables organizations to focus on strategy and execution, rather than manual data wrangling.

Use Cases in Practice

Runbear’s AI agent unlocks a smarter layer on top of ProfitWell that makes subscription metrics, retention analysis, and monetization insights native to your team’s communication workflow. Here’s how these four use cases transform how companies operate: Imagine your finance team leader simply typing, “How did our MRR change last week?” in Slack, and instantly receiving a detailed chart from ProfitWell, without ever opening a new browser tab. Or, automate a weekly performance digest—delivered every Monday morning—with breakdowns of churn, new signups, and customer lifetime value, so teams start each week aligned on goals. Configure your AI agent to keep an eye on critical KPIs; the agent sends an alert to sales or executive channels if churn spikes, enabling proactive interventions. Lastly, sync ProfitWell documentation, policy FAQs, and guides—so any team member can instantly retrieve best practices or revenue definitions right where conversations happen. These automations remove friction from analytics—just as we describe in Instantly Query Excel Reports in Slack—No More Manual Data Checks and Simplify Your Business Analytics, integrating ProfitWell workflows into daily team decision-making and operational rhythms.

ProfitWell vs ProfitWell + AI Agent: Key Differences

Integrating ProfitWell with Runbear transforms manual financial tracking into seamless, AI-powered collaboration. Instead of teams switching platforms or emailing for subscription metrics, your AI agent puts ProfitWell insights and automation directly where your team already communicates. Reporting, analysis, and revenue oversight become collaborative, conversational, and automated—removing the friction and lag time of old workflows.

Implementation Considerations

Adopting a ProfitWell + Runbear workflow integration requires thoughtful planning. Teams should budget time for configuring their AI agent, authenticating ProfitWell data, and mapping reporting schedules to their unique rhythms (e.g., weekly summaries, custom chart needs). Train your team on how to naturally query and interact with the AI agent—clear guidance results in better data requests and utilization. Ensure appropriate permissions are set: Only authorized team members should be able to query sensitive revenue data from ProfitWell via chat. Consider your organization’s data compliance stance; work with IT to understand security implications and auditability. Cost-benefit analysis should include not just software fees, but time saved and accelerated decision cycles. Finally, be prepared for a short change management period as team members shift from manual ProfitWell dashboards and email threads to a conversational, AI-powered interface. Establish champions to support adoption, and collect feedback to refine workflows over time.

Get Started Today

The future of subscription analytics is collaborative, instantaneous, and deeply integrated into your team’s daily routines. By connecting ProfitWell to Runbear’s AI agent, teams shift from reactive, manual reporting to proactive, automated insight delivery and real-time collaboration. Empower your finance, ops, and growth teams to make faster, smarter decisions—without ever leaving Slack, Teams, or Discord. Ready to transform your ProfitWell workflows? Try Runbear and bring your AI agent to life inside your team’s chat today.