RevGuard AI — detect, triage, and resolve revenue exceptions before they become losses
A Salesforce-native operating layer for revenue leakage.
RevGuard AI is a Salesforce product built by Ludx Digital. It keeps revenue exception detection and resolution inside Salesforce — no separate platform, no data export — so finance and operations teams catch leakage early and resolve it with a full audit trail. Built config-first and Agentforce-ready, it fits the estate you already run.
Revenue leakage hides in the gaps between operational systems.
- Finance, operations, and customer teams reconcile mismatched invoices, refunds, contracts, assets, and fulfilment events across ERP, billing, and Salesforce — usually in spreadsheets, usually too late.
- By the time a mismatch reaches finance close it has often become a write-off, a credit, churn, or an audit finding.
- Most teams have no single, prioritised, auditable view of revenue exceptions where the work actually happens.
What RevGuard AI does
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Universal signal ingestion
A native Salesforce REST endpoint accepts operational signals from ERP, billing, fulfilment, revenue lifecycle, and commerce systems — fire-and-forget, with rate limiting and idempotency built in.
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Config-driven rule engine
Custom Metadata-driven detection lets admins define exception rules — variance, thresholds, nulls, drift — without code or deployment.
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Eight built-in exception categories
Return mismatch, price mismatch, contract drift, ghost assets, unbilled revenue, fulfilment stalls, revenue-recognition anomalies, and custom B2B/B2C patterns.
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Risk scoring & financial impact
Automated risk assessment ranks exceptions by severity, impact magnitude, and configurable weights, so teams work the highest-value issues first.
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Work queue & auto-triage
An LWC console for investigation, plus record-triggered flows and invocable actions to lock orders, issue credit memos, escalate cases, or terminate billing.
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Agentforce-ready actions
Packaged prompt assets and structured action outputs designed as a guardrailed action layer for AI agents.
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Executive dashboard & full audit trail
Open exposure, top-risk accounts, and trends — backed by persistent Action and Error logs for complete traceability.
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No-code field mapper
A wizard maps source-system payloads to Salesforce records, reducing onboarding friction.
RevGuard AI in four steps
- 01
Ingest
Source systems POST operational signals to the native REST endpoint; RevGuard validates, rate-limits, records the signal, and returns immediately.
- 02
Detect
An asynchronous, bulkified processor evaluates signals against your Custom Metadata rules and raises typed exceptions.
- 03
Prioritise
Each exception is scored by risk and financial impact and surfaced in the work queue and executive dashboard.
- 04
Resolve
Teams (or Agentforce agents, with guardrails) act via flows and invocable actions, with every step written to an audit log.
See RevGuard AI on your estate
Book a walkthrough and we will show how it fits your Salesforce environment and operating model.