LISA Contract Agent

LISA Business Contract Entry Agent brings Agentic AI into Microsoft Dynamics 365 Business Central, transforming how subscription contracts and changes are processed.

Instead of manually interpreting customer emails, attachments, and contract updates, the Agent reads inbound communications and converts them into structured Sales Quotes and Sales Orders aligned with LISA Business subscription logic.

Whether creating a new subscription, upgrading seats, adding add-ons, applying proration, or scheduling a future cancellation, the Agent ensures every action follows defined commercial and financial rules—maintaining governance while accelerating throughput.

Pricing, discounts, and billing logic remain controlled by Business Central. The Agent assists execution—never overrides policy.

The result: faster contract processing, fewer errors, improved auditability, and scalable recurring revenue operations.

Key features

AI interpretation of inbound customer requests
Interpret emails and attachments to generate structured Sales Quotes and Sales Orders directly in Business Central.

Subscription-aware order conversion
Automatically convert approved Sales Orders into LISA Business subscriptions or apply structured changes to existing contracts.

Mid-term change automation
Support add-ons, removals, upgrades, downgrades, and future-dated cancellations—including proration and credit scenarios.

Controlled invoicing logic
Auto-invoicing only triggers when predefined conditions are met, ensuring compliance with internal governance.

Full audit traceability
Maintain a clear chain between inbound email, agent action, sales document, and subscription change.

Pricing governance preserved
All pricing and discount rules remain governed by Business Central—AI assists execution without altering approved logic.

Scalable batch operations
Designed for high-volume subscription businesses where manual contract entry does not scale.

Business benefits

Accelerate contract throughput
Reduce manual subscription administration and process contract changes faster without adding headcount.

Eliminate billing errors at source
Standardize how subscription requests are interpreted and applied, reducing disputes and credit notes.

Improve audit confidence
Every AI-assisted action is logged and traceable—critical for growing recurring revenue businesses.

Scale recurring revenue operations
Move from manual contract handling to intelligent, AI-supported lifecycle management.

Empower finance and operations teams
Shift focus from data entry and correction to strategic oversight and revenue growth.