ProfitWell

· #335 most-used

Subscription intelligence that acts — not just reports

SalesMarketingAnalyticsFinanceAutomation

ProfitWell (now Paddle Metrics) turns your subscription data into a live command centre for MRR, churn, LTV, and cohort retention. Connect it to Actionist and your agents stop waiting for weekly reports — they pull real-time metrics, detect at-risk accounts the moment Retain flags them, sync subscription changes across your stack, and trigger precision retention campaigns before a customer even considers leaving.

Average time saved
10 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. ProfitWell agents eliminate the recurring work of exporting MRR breakdowns, triaging at-risk accounts from Retain, and logging churn reasons — activities that consumed 3+ hours weekly across revenue, retention, and analytics teams.

Schedule

What your ProfitWell agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
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Fri
7a
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10a
11a
12p
1p
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Multi-app workflows

ProfitWell × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
9Apps spanned
~60 hrsSaved / week
6Personas served
For customer success
Featured4 apps

Flag at-risk accounts and alert CSM team

The moment ProfitWell Retain flags a subscriber as at-risk, the agent reads their subscription details and LTV, creates a priority task in the CSM queue with full context, and posts an alert to Slack — all before the customer even considers reaching out. Your team acts on churn signals the same hour they appear, not the following Monday.

~10 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·ProfitWell flags a subscriber as at-risk via Retain
Result
Get lifetime value for at-risk accountPost at-risk alert with LTV and subscription context to #customer-successCreate CSM rescue call reminder for next business day
The win
Saved per run
~1 hrs
Runs / week
~10×
CSMs act on churn signals the same hour, not days later
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    18 min / week
    Manual trial expiry tracking

    Rep scans ProfitWell daily, identifies trials expiring in 7 days, and manually queues follow-up tasks — missing accounts when volume spikes.

    Sales Agent
    0 min
    Automated trial expiry workflow

    Agent fires the moment a trial enters its final 7 days, creates a prioritised task in the rep's queue, and sends a personalised conversion email — zero manual monitoring.

  • Marketing
    13 min / week
    Weekly cohort retention export

    Analyst logs into ProfitWell, exports cohort data, pastes it into the campaign attribution sheet, and reformats charts for the weekly growth meeting.

    Marketing Agent
    0 min
    Automated retention curve digest

    Agent fetches cohort retention curves each Monday and appends the formatted data to the Google Sheet before the analyst arrives, ready for the meeting.

  • Customer Support
    18 min / week
    Manual billing ticket context lookup

    Support rep opens ProfitWell separately, looks up the customer's plan and payment history, then copies the details into the ticket before responding.

    Customer Support Agent
    0 min
    Automatic ticket enrichment

    Agent reads subscription details the moment a billing ticket opens and appends plan, status, and next billing date to the ticket — rep has full context before typing a word.

  • Human Resources
    7 min / week
    Manual revenue-to-headcount sizing

    HR lead pulls the latest MRR from ProfitWell, divides by target revenue-per-head ratio, and manually updates the hiring plan spreadsheet each quarter.

    Human Resources Agent
    0 min
    Automated headcount metric refresh

    Agent reads current MRR and customer count from ProfitWell and updates the hiring plan model automatically each quarter so HR always plans against live revenue.

  • Finance
    13 min / week
    Monthly MRR reconciliation

    Finance analyst exports MRR, churn, and expansion metrics from ProfitWell, reconciles them against Stripe data, and pastes results into the board reporting template.

    Finance Agent
    0 min
    Automated MRR reconciliation

    Agent pulls daily metric breakdowns from ProfitWell and Stripe, reconciles the figures, and writes results to the board deck template — no manual export needed.

  • Operations
    25 min / week
    Nightly subscription sync audit

    Ops engineer runs a nightly script to find subscriptions updated in Stripe but not reflected in ProfitWell, then manually corrects the discrepancies the next morning.

    Operations Agent
    0 min
    Real-time subscription sync

    Agent listens for plan-change events in Stripe and immediately syncs the updated subscription to ProfitWell — discrepancies never accumulate to a nightly backlog.

  • Legal
    6 min / week
    Manual cancellation record retrieval

    Paralegal opens ProfitWell, finds the account, exports the subscription and cancellation history as a PDF, and attaches it to the compliance ticket manually.

    Legal Agent
    0 min
    Automated compliance record pull

    Agent fetches subscription details and cancellation records from ProfitWell the moment a compliance ticket is opened and attaches them to the ticket automatically.

+ 100s of other ProfitWell automations
Average monthly
10 hrs / person / month
Average monthly
10 hrs / person / month
Calculator

Calculate what your team saves

Team size
10 people
Hourly rate
$20 / hr
Hours saved / week
25
Hours saved / year
1,250
Annual ROI
$25,000

Based on ProfitWell's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug ProfitWell into Actionist

Pick the connection method that suits your environment.

Connect ProfitWell via the Actionist MCP server for frictionless access to every metric, subscription, and Retain event — Actionist handles token management, API versioning, and rate limiting automatically.

1
Open the Apps tab

Find ProfitWell in the Apps library and click Connect. MCP is selected by default.

2
Authorise in ProfitWell

Actionist opens a ProfitWell authorisation window. Accept the permissions prompt to grant read and write access to your subscription and metric data.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with ProfitWell

Reusable agent skills that work well alongside this app.

No paired skills curated yet. Add this app to your agent to discover what fits.
MCP servers

MCP servers that work with ProfitWell

Connect Actionist to MCP servers built for or around this app.

No MCP servers indexed for this app yet.
FAQs

Questions about ProfitWell + Actionist

How do I connect ProfitWell to Actionist?
Open the Apps tab, find ProfitWell, and click Connect. The MCP method is selected by default — Actionist provisions the server and walks you through authorisation. If you prefer a direct API key, navigate to Account Settings > Integrations > ProfitWell API in your dashboard, copy the token, and paste it into the API token field. Either path takes under two minutes.
What credentials does ProfitWell require?
ProfitWell uses a single API token for authentication. Retrieve it from Account Settings > Integrations > ProfitWell API. The token grants read access to all financial metrics and write access to subscription records — no OAuth flow or per-scope configuration is required.
Can I combine ProfitWell with other apps in my agents?
Yes — ProfitWell data flows naturally into any tool your agents already use. Common combinations: pipe MRR snapshots into Google Sheets for board reporting, route at-risk flags into HubSpot for CSM outreach, push churn events to Slack for real-time visibility, or sync subscription changes from Stripe into ProfitWell automatically. The agent handles the plumbing; you define the logic.
What are the most impactful ProfitWell automations?
The highest-ROI automations are: (1) at-risk customer detection — the agent reads Retain flags and creates CSM tasks before the customer cancels; (2) daily MRR digest — pulls the metric each morning and posts a delta-vs-prior-week to Slack; (3) subscription sync — pushes plan changes from Stripe to ProfitWell in real time so metrics never lag; and (4) cohort retention analysis — pulls the retention curve monthly and feeds it directly into the board deck template.
Does ProfitWell support real-time data or is it batch?
ProfitWell's API serves near-real-time subscription and metric data. Your agents can poll for MRR, churn, and customer counts on any schedule you define — hourly, daily, or event-driven — without waiting for a nightly batch process. Subscription syncs you push via the API are reflected immediately in the metrics.
How does the ProfitWell Retain integration work?
Retain is ProfitWell's dunning and churn-prevention product. When Retain flags an at-risk customer or recovers a failed payment, Actionist can listen for those events as triggers. Your agent then fires personalised retention offers, updates the CRM, creates CSM tasks, or sends internal alerts — all without a human monitoring the Retain dashboard.
Can agents cancel or modify subscriptions via ProfitWell?
Yes. The Cancel subscription action lets agents terminate subscriptions programmatically and record a cancellation reason, keeping your churn attribution data accurate. The Sync subscription action pushes plan or billing changes back to ProfitWell from any upstream system. Both actions are available in any workflow and execute with the same permissions as your API token.
Which metrics can agents read from ProfitWell?
Agents can read MRR (including new, expansion, contraction, and churn breakdown), churn rate, customer count, ARPU, LTV, cohort retention curves, and revenue by segment. The daily metric action returns day-by-day granularity for the current or prior month — enough detail to spot intra-month anomalies before they compound into a quarterly surprise.