Your agent team
for indirect revenue.

You

Partner
Account Manager
Partner
Marketing
Operations
Finance

Each agent owns an operational role, works from the same transaction context, and brings judgment calls to the right person with the work already prepared.

See Fours in action Meet the agents

Fours AI Your partner account manager

I’ve identified 54 opportunities that haven’t had co-sell activity in 2 months

Opportunities to revisit 54 found

Opportunity Stage Value

Northstar · Expansion AWS · 64 days inactive 4 · Proposal $240k

Meridian · Platform Azure · 72 days inactive 3 · Evaluation $180k

Expand opportunities

which are in stage 4 and beyond?

8 are late stage. Would you like me to Slack the AEs on those deals?

yes

Human-approved next action Illustrative conversation · Sample data

The work, prepared. The decision, yours.

Automate the recurring work.
Keep people on the decisions.

Four operational roles, each working from the same transaction context.

Partner Account Manager Agent

Move every opportunity to its next action.

The agent watches the pipeline, understands the rules and programs available through each partner, and prepares the work before anyone has to ask for it.

Key use cases

Co-sell autopilot. Find eligible opportunities and prepare validated partner registrations.
Referral kickoff. Prepare partner outreach as soon as a referral is accepted.

Partner account management · Work queue

Prepared by the agent 4 deals ready Co-sell · Kickoff · Funding

One decision required

A funding match is ready, but the account manager must approve partner outreach.

Program rules and source history attached

Partner Marketing Agent

Turn partner wins into repeatable demand.

The agent gathers the context behind partner activity and prepares the content, enablement, workflows and reporting that partner marketing usually assembles by hand.

Key use cases

Partner marketing generator. Generate win wires, partner cases and use cases from CRM, partner and call context.
Sales enablement. Prepare partner-specific briefs, talk tracks and proof points for sellers.
MDF workflow management. Prepare requests, track approvals and utilization, and assemble proof of performance.

Partner marketing · Content queue

Closed-won opportunity Partner story ready for review

Customer problem, partner contribution, marketplace path, and measurable outcome are grounded in the deal record.

Review story

Sources connected CRM · Referral · Call notes

Operations Agent

Keep every system ready for the next team.

The agent maintains the operational layer across CRM, partner systems, marketplaces, offers and entitlements, resolving routine drift before it reaches anyone.

Key use cases

Referral repair. Correct low-quality, stale, duplicate or incomplete partner records.
System hygiene. Maintain ownership, stages, IDs and field consistency across systems.
Offer orchestration. Prepare private offers and collect the required commercial approvals.

Operations · This morning

Records checked 1,284

Routine updates 47 completed

Offers advanced 6 completed

Needs an owner 3 exceptions

Finance Agent

Reconcile before Finance has to untangle it.

The agent follows transaction activity into billing, fees, disbursements, receivables and close, handling expected matches and surfacing what genuinely needs a person.

Key use cases

Disbursement reconciliation. Match marketplace fees and payouts to invoices and transactions.
Billing anomalies. Identify missing or unusual usage, invoices and adjustments before close.
Receivables tracking. Monitor open invoices, expected payment dates and outstanding balances.
Delayed payment monitoring. Detect overdue and at-risk payments, including partner payout delays.
Payment follow-ups. Prepare reminders, route collection tasks and escalate to the right owner.