AI agents for ChartMogul
A Monmo agent works in ChartMogul the way a revenue analyst at a subscription business would. It explains each week's MRR movements, finds out why the churned customers left, turns cohort and retention charts into a board-ready write-up and keeps customer records clean. It reads with the ChartMogul access you connect and asks before it merges customers, edits attributes or adds notes.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in ChartMogul
Explain last week's MRR movements
Every Monday the agent reads new business, expansion, contraction, churn and reactivation for the past week, names the five customers behind the biggest moves, and posts the summary in Slack.
AskEvery Monday at 9, post last week's MRR movements from ChartMogul in Slack, with the five customers behind the largest changes.
Find out why customers churned
For each customer who churned last month it reads their plan, tenure and MRR in ChartMogul, then their recent tickets in Intercom or Zendesk and notes in HubSpot, and groups the likely reasons.
AskFor everyone who churned in October, pull plan, tenure and MRR from ChartMogul and their last support tickets, and group the reasons.
Write up cohorts for the board
Before a board meeting it reads net MRR retention and customer retention by signup cohort, describes what changed against the last quarter, and builds two slides in Google Slides with the charts and the definitions used.
AskMake two slides for the board on retention by quarterly cohort from ChartMogul, with a sentence on how each metric is defined.
Compare plans and regions
Ask how ARPA differs by plan or which countries churn most. It filters ChartMogul by plan, country or a custom attribute, checks the number of customers behind each figure and tells you when a segment is too small to trust.
AskCompare ARPA and customer churn rate by plan and by country over the last six months, and say where the numbers are too small to trust.
Spot accounts ready to expand
It lists customers whose seats or usage in your product analytics are near their plan limit, adds their MRR and renewal date from ChartMogul, and hands the list to your sales agent.
AskFind customers near their plan limit in Mixpanel, add their ChartMogul MRR and renewal date, and pass the list to Sora.
Keep customer records clean
It finds the same company counted twice across data sources, customers with no country or company name, and tags that drifted, and proposes merges and fixes. Merging or editing asks first.
AskFind likely duplicate customers in ChartMogul across our billing sources and propose which ones to merge.
Prepare the investor update numbers
At month end it pulls MRR, ARR, net new MRR, churn and ARPA, checks them against the month before, and writes the metrics section of your investor update in Google Docs, with how each figure is defined.
AskDraft the metrics section of October's investor update from ChartMogul, with MRR, ARR, churn and ARPA and a line on each.
How it connects
- 1You connect your own ChartMogul account once. ChartMogul builds its figures from the billing systems you already linked, such as Stripe, so the agent reads the same numbers you see in your dashboards.
- 2You choose which agents may use ChartMogul. A finance or data agent needs it; a customer success agent may need it to see each account's MRR.
- 3Reading metrics, customers and subscriptions needs no approval. Merging customers, editing attributes or tags and adding notes or tasks each ask first, and one card can cover a batch.
More in Analytics and data
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent analyse ChartMogul data?
Yes. A Monmo AI agent reads MRR, ARR, churn, ARPA, cohorts and customer records in ChartMogul, filters them by plan, country or attribute, and explains what changed in plain words. It can join those figures with support tickets or CRM notes to say why, and deliver the result as a Slack post, a document or slides.
Can it write our monthly SaaS metrics report?
Yes, as a routine. On the day you choose, the agent pulls the month's figures from ChartMogul, compares them with the month before and the same month last year, and writes a short report in Google Docs with the definitions it used. You review it before it is shared.
Will it change anything in ChartMogul?
Only when you allow it. Reading and reporting need no approval. Merging duplicate customers, editing custom attributes or tags and adding notes are shown on a card first, and made through the ChartMogul connection, or in its own browser when the connection does not cover something.
Does it need our billing system connected as well?
Not for most work. ChartMogul already holds the subscription data from your billing system, so the agent can analyse it on its own. Connect Stripe or your CRM as well when you want the agent to check a figure at its source or add context that ChartMogul does not hold.