One version of the revenue truth.

Nexla gives RevOps teams and their agent the tasks that keep the revenue engine running: forecast roll-ups, CRM data quality, lead routing and bookings to billing checks. Each one joins your CRM, billing and finance systems on the definitions you already agreed on.

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On Microsoft, AWS, Databricks and Snowflake marketplaces. Talk to our team

Animated example. Four RevOps tasks run across Salesforce, HubSpot, Google Sheets, Slack, Apollo, Stripe and NetSuite. For each one the agent asks a question, Nexla adds the team's definitions, calls the systems the task needs and returns an answer that names who it ran as. The same tasks are listed in the next section.

Four tasks your RevOps team already runs.

Each task gives your agent only the tools and context its job needs, across every system it touches.

Where the time goes today

  • The forecast lives in a spreadsheet that is stale by Wednesday.
  • Missing close dates and duplicate accounts skew the forecast, the routing and the commission run.
  • Bookings, invoices and revenue get reconciled by hand at month end.
TaskSystemsExample toolsKnows

Forecast roll-up

Roll up the forecast by team, region or segment, and explain what moved since the last snapshot.

“Roll up the Q4 forecast by region and show what changed since last week.”

  • Salesforce
  • Google Sheets
  • Slack
  • get_forecast
  • diff_snapshot
  • post_summary
  • Forecast categories
  • Stage definitions
  • Team hierarchy

CRM data hygiene

Find deals and accounts that break your data rules, and fix them or route them to the owner for review.

“Which open deals over $50K have no close date or next step?”

  • Salesforce
  • HubSpot
  • Slack
  • find_violations
  • suggest_fix
  • notify_owner
  • Required fields by stage
  • Dedupe rules
  • Ownership rules

Lead routing and territory checks

Check that new leads and accounts land with the right rep, and flag gaps or overlaps in territories.

“Were any leads from yesterday routed to the wrong territory?”

  • HubSpot
  • Apollo
  • Salesforce
  • route_lead
  • enrich_company
  • check_territory
  • Territory map
  • Round-robin rules
  • ICP tiers

Bookings to billing reconciliation

Match closed-won deals to invoices and revenue schedules, and list every mismatch with the reason.

“Which closed-won deals from September have no matching invoice?”

  • Salesforce
  • Stripe
  • NetSuite
  • closed_won
  • match_invoices
  • list_mismatches
  • Contract terms
  • Product SKUs
  • Revenue recognition rules

Examples. Task and tool names are illustrative until each server is listed in the marketplaces.

Measured against vendor MCP servers.

Same questions on live systems, with a judge checking every answer against ground truth. All four benchmarks

Governed on every request.

  • Identity on every request

    Each answer uses the permissions of the person asking, in every source system.

  • Scoped tools

    A task exposes only the reads and writes its job needs. Writes run only where you allow them.

  • Lineage and audit

    Every tool call is logged with who asked, what was read and what changed.

  • Deploy your way

    Nexla cloud, your private VPC or on premises.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA
  • GDPR
  • CCPA

Works in Claude, ChatGPT, Microsoft Copilot, Cursor and any MCP client.

What RevOps teams ask first.

Will it change records in our CRM?
Only through write actions you allow. Hygiene fixes are suggested for review first, and every change is logged with who asked for it.
Can it use our own forecast categories and stage rules?
Yes. Each task carries your definitions as context, so answers match how your team already reports.
Which systems does it reach?
Salesforce, HubSpot, Stripe, NetSuite, Google Sheets and more. Nexla has 1,000+ connectors that read and write.
Which agents does it work with?
Claude, ChatGPT, Microsoft Copilot, Cursor or any MCP client your team already uses.