Challenge
Finance Operations teams were manually processing thousands of product cancellations per year across RevOps, Billing, and the General Ledger - a workflow that took hours to days per case and was riddled with coordination overhead and error risk. Since migrating to Salesforce Revenue Cloud, the process had become even more fragmented, with no automated way to validate approvals, cancel invoices, issue credit notes, and close cases in sequence. With a global rollout on the horizon and volume projected to quadruple, the manual model was no longer viable.
“The biggest benefit is that routine cancellations happen automatically, while complex cases are surfaced with all the context our team needs to make a quick decision.”
Solution
Unframe deployed an AI cancellation automation solution on Salesforce Revenue Cloud - giving Finance and Revenue Operations teams a fully automated workflow from case intake to close, with no manual steps required for clean cases. The solution handles both full cancellations and partial cancel-and-replace scenarios, automatically validating approvals, cancelling the correct invoices, issuing credit notes, and closing cases in the right sequence. Every action is logged with field-level detail, and exceptions are automatically routed with full context for human review. The platform was designed to scale with the company's global Revenue Cloud rollout, absorbing projected volume growth without adding operational complexity.
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