Payments & Billingpro

Billing Sync — Greenfield & Associates

by lorenzespinosaUpdated Jun 2026

1/5

STEPS · 8

Runs on a schedule

On a schedule, pulls billing records via API, transforms them, and conditionally syncs the updated entries.

Send Tour Payment Reminders with Payment Links

On a schedule, reads tour bookings from Excel and sends payment reminders with payment links via email and WhatsApp.

On a schedule, pulls Stripe data, runs an OpenAI agent over Pinecone context, and writes forecasts to Supabase and Google Sheets.

On a schedule, scans Gmail with an OpenAI agent to detect SaaS subscriptions and logs them to Google Sheets.