Kognitos
Zoho Subscriptions

Automate Subscription Billing and Revenue Operations in Zoho.

Zoho Subscriptions handles recurring billing — but dunning, plan changes, and revenue recognition still require manual work. Kognitos automates the entire subscription lifecycle in plain English.

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English as Code

Describe It in English.
It Runs Deterministically.

Overview

Monitor Zoho Subscriptions for failed payments and upcoming renewals; execute dunning sequences; process plan upgrades and downgrades; sync MRR data to the finance team's reporting dashboard.

Execution Steps

1

Detect Payment Failures

  • Pull failed charge attempts from Zoho Subscriptions in the last 24 hours
  • Classify by failure reason: expired card, insufficient funds, or gateway error
2

Execute Dunning Sequence

  • Send a card update reminder email to the customer immediately
  • Retry the charge after 3 days and escalate to account management if still failing
3

Sync Revenue Metrics

  • Calculate current MRR, churn rate, and expansion revenue from Zoho Subscriptions
  • Push metrics to the finance dashboard and flag any month-over-month variance above 5%
Use Cases

Enterprise
Use Cases

Intelligent Dunning

Automate payment recovery in Zoho Subscriptions with escalating email sequences and smart retry timing based on failure reason.

MRR Reporting

Calculate and distribute monthly recurring revenue reports from Zoho Subscriptions data — broken down by plan, cohort, and expansion.

Plan Change Processing

Handle subscription upgrades, downgrades, and cancellations automatically — prorate charges, update entitlements, and notify the customer.

FAQs

Frequently asked
questions.

Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.

Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.

Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more

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