GA
Contract Review Agent
Redlines third-party paper against your playbook before signature.
65%1 (modeled outcome) faster pre-signature processing
Finance agent
Early accessRevenue Contract Agent
The Revenue Contract Agent is a governed AI agent that reads customer contracts, flags revenue risk, drafts the accounting.
How it works
What the Revenue Contract Agent does
Extracts terms from every customer contract, identifies performance obligations and non-standard clauses, and drafts the ASC 606 memo and revenue schedule for controller review.
- 01
Connect contracts and the subledger
The agent reads executed contracts, order forms, and amendments from your CLM or document store, quote data from CPQ, and existing schedules from the revenue subledger.
- 02
Extract and flag
Terms that affect recognition are extracted with a confidence score and the source clause. Deviations from your standard paper are flagged with the revenue impact explained.
- 03
Draft the accounting
The agent drafts the five-step analysis, identifies performance obligations, proposes SSP allocation from your library, and proposes the revenue schedule.
- 04
Controller reviews and books
Memos and schedules route to revenue accounting for review and approval. Approved schedules can be pushed to the subledger. Amendments trigger a reassessment.
app.meridian.example/agents/revenue-contracts/summit-bank
Order form · Summit Bank · ARR $412,000.00
2 high-risk clauses
| Clause | Terms | Risk | Accounting impact |
|---|---|---|---|
| Termination for convenience | 30 days, any reason | High | Constrains ASC 606 term |
| Acceptance criteria | Customer sign-off required | High | Delays revenue start |
| Auto-renewal | 12 months, 60-day notice | Medium | Extends contract term |
| Service credits | Capped at 10% monthly | Low | Variable consideration |
| Payment terms | Net 60 | Low | No financing component |
The agent contract
Six terms, applied to this agent
Every Meridian agent runs under the same six terms, enforced at the Gateway below the agent. Here is what each one means for the Revenue Contract Agent.
Scoped to one workflow
Reads customer contracts for revenue impact and drafts the memo. It never books revenue.
Reads only permitted data
Scoped to the entities and contract repositories you authorize. Privileged folders can be excluded.
Every action logged
Memos are versioned. Reviewer edits and approvals are logged per contract.
Consequential actions require human approval
Every schedule and memo requires controller approval before anything posts to the subledger.
Measurable outcome
Review time and memo backlog reported per quarter. Every contract screened, not a sample.
Runs on your chosen model
Model choice per workspace. Extraction confidence and source clause shown for every term.
Scope
Data, actions, and approvals
What the Revenue Contract Agent reads, what it does on its own, and where a person signs.
Data it reads
- Executed customer contracts, order forms, SOWs, and amendments
- Quote and configuration data from CPQ
- Revenue schedules and subledger balances
- Stand-alone selling price library and product catalog
- Standard contract templates and clause positions
- Prior technical accounting memos
Actions it takes
- Extract recognition-relevant terms with confidence scores and source clauses
- Identify performance obligations and distinct goods or services
- Flag non-standard terms with the revenue impact explained
- Draft the ASC 606 or IFRS 15 five-step memo
- Propose SSP allocation and the revenue schedule for review
- Detect amendments and draft the contract modification assessment
What needs approval
- Never books revenue or posts to the subledger; every schedule and memo requires controller approval
- Extraction confidence is shown per term with the source clause for reviewer verification
- Scoped to the entities and contract repositories you authorize
- Memos are versioned; reviewer edits and approvals are logged
- Privileged or restricted documents can be excluded by folder or label
Outcomes
Numbers the Revenue Contract Agent is accountable for
Modeled outcomes from design-partner deployments. The Registry reports your actuals from the first week an agent is live.
−65%
contract review time for revenue accounting1
100%
of contracts screened for non-standard terms, not a sample
−50%
quarter-end revenue memo backlog1
- 1.Modeled outcome from design-partner deployments. ↩
Integrations
Systems it works with
Connected through prebuilt connectors and zero-copy warehouse access in Data Fabric. The agent acts as the user and inherits each system’s permissions on every read.
- Contract lifecycle management
- CRM and CPQ
- ERP revenue subledger
- Billing
- Document management
- Snowflake
Credits
What the Revenue Contract Agent costs
In early access, available on Enterprise plans with custom credit pools. Credits are consumed per completed action, never per message. Usage beyond the plan is billed at $0.12 per credit.
| Action | Credits |
|---|---|
| Contract reviewed with terms extracted and flags | 8 |
| Five-step memo drafted | 5 |
| Modification reassessment | 4 |
Questions
Questions about the Revenue Contract Agent
Answered the way buyers ask them. Each answer is also published as structured data.
Related terms
It is software that reads customer contracts to find the terms that affect revenue recognition, identifies performance obligations, and drafts the accounting analysis. Meridian's agent covers ASC 606 and IFRS 15, produces the five-step memo and a proposed schedule, and routes both to the controller for review.
It proposes them. The agent identifies the promised goods and services, assesses whether each is distinct using the criteria in the standard, and documents its reasoning against the contract language. Revenue accounting confirms or corrects the analysis. Judgment calls stay with your team.
When an amendment or a new order form references an existing contract, the agent drafts a modification assessment: whether it is a separate contract, a termination and new contract, or a cumulative catch-up, with the reasoning. The reviewer decides.
No. It reads contracts and drafts the analysis that feeds your revenue subledger. Approved schedules can be pushed to the subledger you already use.
Related agents
Agents most often deployed alongside the Revenue Contract Agent, on the same data and the same approval policy.
Get started
Put the Revenue Contract Agent to work.
Start with one workflow, one approver, and one number to move. Most design partners were live in five weeks.