Pump Up connects Paddle billing, subscription, and dispute records to recurring operations like contract onboarding, renewal management, refund reviews, and chargeback evidence preparation. The agent gathers transaction timelines, customer addresses, and adjustment records, presents discrepancies to business owners, and updates downstream tracking only after approved human decisions.
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Make the account match what the customer signed.
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Work each renewal through the replies, blockers, and final answer.
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Decide the refund from the purchase, policy and actual history.
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Submit the chargeback evidence the owner actually approved.
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Resolve the member request against their actual entitlement.
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View templateFinance managers, customer success leads, and revenue operators managing SaaS billing, subscriptions, and chargebacks on Paddle.
A customer requests a full refund for an annual SaaS seat upgrade after 45 days, exceeding the standard 14-day policy. The agent pulls completed transaction txn_01j7, verifies active platform usage logs from the previous month, notes no documented service outage, and compiles an audit packet showing the signed enterprise contract. Rather than issuing an autonomous refund or outright rejection, the agent presents the findings to the customer success director. The director reviews the customer's account standing and approves an exception for a 50% partial refund on the completed upgrade transaction. The agent records the director's written justification and queues the partial refund adjustment for billing execution, keeping the case pending until Paddle confirms the adjustment status.
No. The agent operates strictly within an advisory and review boundary. It extracts transaction details, compares policy guidelines, and flags exceptions, but requires an authorized team member to approve refunds, billing adjustments, or plan cancellations.
Because Paddle acts as the Merchant of Record, it calculates, collects, and remits global sales taxes and VAT on transactions. The agent reconciles gross transaction totals, tax withholdings, processing fees, and net payout disbursements against internal accounting records rather than treating gross receipts as direct revenue.
Passing internal CRM account IDs, contract numbers, and member identifiers inside Paddle transaction custom_data enables the agent to reliably link checkout events to sales agreements and membership entitlements without fuzzy name matching.