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🗂️ Subscription MRR and ARR Reports with AI

Track new, expansion, and churned recurring revenue to calculate MRR and ARR in a monthly report where AI explains the drivers behind each movement.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW4 STEPS

How this flow runs

When

Every Month

Schedule

Then 1

Agent

Insights Analyst

Ask Agent · Taskade AI

Knows
your metric definitions
Remembers
every number it has reported

Then 2

Calculate

Utilities

Then 3

Create Project

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

SaaS founders and finance teams get a precise picture of recurring revenue, with new, expansion, and churned MRR broken out so growth drivers are clear.

What's Included

  • MRR breakdown: New, expansion, contraction, and churned revenue separated.
  • ARR rollup: Annual recurring revenue calculated from monthly movements.
  • Growth drivers: AI agents explain what moved the numbers each period.
  • Scheduled delivery: Reports compile and send to leadership on schedule.

How To Use

  1. Connect your billing and subscription tools to a Taskade project.
  2. Define the revenue categories and time window you want measured.
  3. Let an AI agent narrate the drivers behind MRR and ARR changes.
  4. Schedule the report to deliver monthly to founders and finance.

Pair this with a growth agent for expansion plays, or browse more reporting automations to track recurring revenue.

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