--- title: "Fours AI: Agents for Indirect Revenue Operations" url: https://www.fours.com/platform/fours-ai/ canonical: https://www.fours.com/platform/fours-ai/ type: Platform description: "An agent team for indirect revenue. Each agent owns an operational role, works from one transaction context, and brings decisions to you already prepared." --- # Fours AI: Agents for Indirect Revenue Operations > Canonical HTML version: https://www.fours.com/platform/fours-ai/ 1. [Home](/) 2. / 3. [Platform](/platform/overview/) 4. / 5. Fours AI # 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](/schedule-demo/) [Meet the agents](#flow) **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. Finance · Close readiness 1 **Billing matched** Usage and invoice agree _Complete_ 2 **Receivables monitored** One delayed payment flagged _Complete_ 3 **Payment follow-up** Owner review required _Review_ 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 · 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 · This morning **Records checked** 1,284 **Routine updates** 47 completed **Offers advanced** 6 completed **Needs an owner** 3 exceptions Finance · Close readiness 1 **Billing matched** Usage and invoice agree _Complete_ 2 **Receivables monitored** One delayed payment flagged _Complete_ 3 **Payment follow-up** Owner review required _Review_ Persona agents reflect the Fours product direction. Specific workflows and availability are subject to release. ## Agents run the process. People own policy and judgment. Start each job in shadow mode, review its work, and expand autonomy only for actions your team is comfortable delegating. ## Agents work because the transaction context is already connected. [See every integration](/platform/integrations/) **Keep the systems you rely on** Connect CRM, partner platforms, marketplaces, billing infrastructure and ERP rather than forcing every team into another destination. **Automate with visibility and control** Clear ownership, governed approvals, role-aware access, and a traceable history of every action an agent takes. **Launch quickly and evolve over time** Start with the job creating the most friction, then extend autonomy as the team gets comfortable. ## See the platform your agents run on. [The platform **Platform Overview** Connect the opportunity, partner, commercial and financial work behind indirect revenue. Explore the platform](/platform/overview/) [Commerce infrastructure **Channel Commerce** Operate billing, reconciliation, settlement and revenue recognition across indirect transactions. Explore Channel Commerce](/platform/channel-commerce/) ![intel](/home/partners/intel.svg) ![notion](/home/partners/notion.svg) ![webflow](/home/partners/webflow.svg) ![glean](/home/partners/glean.svg) ![airtable](/home/partners/airtable.svg) ![fivetran](/home/partners/fivetran.svg) ![bmc](/home/partners/bmc.svg) ![coderabbit](/home/partners/coderabbit.png) ![launchdarkly](/home/partners/launchdarkly.svg) ![harness](/home/partners/harness.svg) ![fireblocks](/home/partners/fireblocks.svg) ![ramp](/home/partners/ramp.svg) ![deel](/home/partners/deel.svg) ![dbt](/home/partners/dbt.svg) ![clari](/home/partners/clari.svg) ![teleport](/logos/company/teleport.svg) ![logicmonitor](/home/partners/logicmonitor.svg) ![redis](/home/partners/redis.svg) ![dialpad](/home/partners/dialpad.svg) ![fireworks](/home/partners/fireworks.svg) ![1password](/home/partners/1password.svg) ![knowbe4](/home/partners/knowbe4.svg) ![kong](/home/partners/kong.svg) ![chainguard](/home/partners/chainguard.svg) ![dataiku](/home/partners/dataiku.svg) ![zuora](/home/partners/zuora.svg) ![vanta](/home/partners/vanta.svg) ![tailscale](/home/partners/tailscale.svg) ![pulumi](/home/partners/pulumi.svg) ![baseten](/home/partners/baseten.svg) ![risingwave](/home/partners/risingwave.png) ![hootsuite](/home/partners/hootsuite.png) ![elevenlabs](/home/partners/elevenlabs.png) ![callsign](/home/partners/callsign.png) ![fortinet](/home/partners/fortinet.svg) ![pingidentity](/home/partners/pingidentity.png) ![redpanda](/home/partners/redpanda.png) ![qdrant](/home/partners/qdrant.png) ![aiven](/home/partners/aiven.svg) ![thoropass](/home/partners/thoropass.png) ![](/home/partners/intel.svg) ![](/home/partners/notion.svg) ![](/home/partners/webflow.svg) ![](/home/partners/glean.svg) ![](/home/partners/airtable.svg) ![](/home/partners/fivetran.svg) ![](/home/partners/bmc.svg) ![](/home/partners/coderabbit.png) ![](/home/partners/launchdarkly.svg) ![](/home/partners/harness.svg) ![](/home/partners/fireblocks.svg) ![](/home/partners/ramp.svg) ![](/home/partners/deel.svg) ![](/home/partners/dbt.svg) ![](/home/partners/clari.svg) ![](/logos/company/teleport.svg) ![](/home/partners/logicmonitor.svg) ![](/home/partners/redis.svg) ![](/home/partners/dialpad.svg) ![](/home/partners/fireworks.svg) ![](/home/partners/1password.svg) ![](/home/partners/knowbe4.svg) ![](/home/partners/kong.svg) ![](/home/partners/chainguard.svg) ![](/home/partners/dataiku.svg) ![](/home/partners/zuora.svg) ![](/home/partners/vanta.svg) ![](/home/partners/tailscale.svg) ![](/home/partners/pulumi.svg) ![](/home/partners/baseten.svg) ![](/home/partners/risingwave.png) ![](/home/partners/hootsuite.png) ![](/home/partners/elevenlabs.png) ![](/home/partners/callsign.png) ![](/home/partners/fortinet.svg) ![](/home/partners/pingidentity.png) ![](/home/partners/redpanda.png) ![](/home/partners/qdrant.png) ![](/home/partners/aiven.svg) ![](/home/partners/thoropass.png) Customer outcomes ## More partner-driven growth. Less operational drag. Marketplace revenue, co-sell referrals and partner programs, run by teams who moved off spreadsheets and portals. [See all customer stories](/resources/customer-stories/) > We needed something built for how partnership teams actually work. \[Fours\] checked every box. **Kennedy Grimes** _Alliance GTM Lead NAM, Glean_ Increased co-sell pipeline without adding headcount [Read story](/resources/blog/glean-expands-co-sell-pipeline-and-automates-operations-with-suger/) > As soon as \[Fours\] went live, we cleared our backlog. It was like unclogging a pipe. **Fireblocks** _From the Fireblocks customer story_ 95% less time registering co-sell opportunities [Read story](/resources/blog/fireblocks-scales-co-sell-3x-and-cuts-offer-time-70-with-suger/) > \[Fours\] saves me at least half a headcount in billing operations. **StreamNative** _From the StreamNative customer story_ 4 months of engineering time saved [Read story](/resources/blog/streamnative/) ## Put an agent team on your indirect revenue. Show us the work your team repeats every week, and we will map which agents take it on. [See Fours in action](/schedule-demo/) Agents on the process, people on the judgment