Keep every subscription in view: who renews when, who upgraded, who downgraded, who churned, and what that does to monthly recurring revenue. One app that answers the question your spreadsheet only answers after an hour of work.
The License Manager Dashboard is a live Taskade Genesis app you can explore on this page. It holds renewal dates, seats, and plan records, which is most of what a subscription tracker needs and a sound starting point rather than the finished thing. Look at how renewals are held, then click "Use this app" to clone and own a copy in about ten seconds and add price, billing interval, and the revenue movement columns below.
The build gives you a subscriber record with a plan, a price, a billing interval, a renewal date, and a history of every change. Recurring revenue is calculated rather than guessed, and movement is broken into new, expansion, contraction, and churn so the number tells a story. The agent flags what deserves attention: a renewal in ten days on an account that has gone quiet, a downgrade that followed a support complaint, three failed charges in a week that suggest a processor problem rather than three broke customers.
Workspace DNA holds the whole subscriber story in one place. Memory keeps every plan change, support interaction, and payment outcome, which is what makes a renewal conversation informed rather than generic. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, connects those signals and explains why a number moved. Execution alerts owners, opens tasks, and routes failures the moment the event arrives.
The AI agents inside the app carry 34 built-in tools, including persistent memory, web search for researching an account before a renewal call, and multi-agent collaboration so the agent tracking revenue is not the same one drafting customer messages. Ask what changed in recurring revenue this month and you get the four accounts responsible, not a percentage.
Small subscription businesses usually run this in a spreadsheet that is accurate on the day it is built and wrong a week later. Making it a live app removes the delay between something happening and someone knowing about it, which is where nearly all recoverable churn lives.
Read it in the view that fits:
- Table view for the subscriber grid with plan, price, and renewal date
- Board view to group by lifecycle stage: trialling, active, at risk, churned
- Calendar view for renewals and plan change dates
- List view for this week's renewals in order
- Plus the rest of the 7 project views
Automations run the cycle. A Taskade automation can alert an owner before a large renewal, open a task on a downgrade, and route a failed charge into the dunning flow. Across 100+ bidirectional integrations, Stripe pushes subscription events in while Slack and Gmail push alerts and customer messages out. See Stripe checkout and webhooks.
Clone it, invite whoever owns retention, and the picture is shared rather than trapped in a founder's head.
One clear boundary: this tracks subscription operations and reports recurring revenue as a management figure. It is not revenue recognition and it is not your ledger, both of which follow accounting standards your accountant applies.
A useful discipline is to review renewals fourteen days out rather than on the day. Two weeks is enough time to have a conversation, fix a problem, or propose an upgrade, and it is short enough that the account is still fresh in everyone's mind. The calendar view exists mainly to make that window impossible to miss.
It is also worth separating the two questions this app answers, because they need different responses. One is operational: did the charge go through, and if not, what are we doing about it. The other is commercial: is this customer getting enough value to stay. Mixing them produces a dashboard that looks busy and changes nothing, so the app keeps them in different views.
See subscription operations in the Community Gallery, start yours at Taskade Genesis, or read finance apps. Route failures into Run a Failed Card Dunning Flow, and roll the totals into Report Revenue and Profit by Client.
Frequently Asked Questions
How is recurring revenue calculated?
From the active subscriptions and their normalized monthly value, with annual plans divided across twelve months. The agent shows the working, which matters when the figure is quoted in a board pack.
Can it separate new revenue from expansion?
Yes. Movement is split into new, expansion, contraction, and churn, so growth that comes from existing customers upgrading is visible rather than blended into one number that means very little.
Does it predict churn?
It flags signals rather than pretending to forecast: quiet accounts before renewal, downgrades after a support issue, repeated payment failures. Those signals plus a human conversation beat a score nobody trusts.
What if I bill subscriptions manually?
It works the same way, with renewals as scheduled records and the automation reminding you to issue each invoice. See Schedule Recurring Retainer Invoices.
Can I see revenue by plan or by segment?
Yes. Group by plan, by segment, by acquisition source, or anything else you record, and ask the agent for the comparison in plain language.
How are annual and monthly plans compared fairly?
By normalizing to a monthly figure while keeping the cash timing separate, because an annual plan is better for cash and identical for recurring revenue. Both views are available.
Does it handle mid-cycle plan changes?
It records the change, the date, and the resulting price, and shows the effect on recurring revenue from that date. The proration itself belongs to your payment processor.
