Conto

Credits and refunds

Refunds, credits, and make-goods that stay inside policy

Customer-facing agents can issue credits, refunds, and reimbursements quickly while Conto keeps routine corrections fast and sends higher-value exceptions into a controlled review path.

Industries

Billing · Hospitality

Best for

Hospitality, billing, support recovery

Controls

Category rules, budgets, approvals

Outcome

Faster resolution without leakage

How customer corrections move from agent to payment

Support and billing agents can resolve routine issues quickly while Conto checks reason codes, budgets, and escalation thresholds before money moves.

Step 1

The agent drafts the credit

A guest-recovery, billing, or reimbursement workflow identifies the issue and proposes the amount and reason code.

Step 2

Conto checks the correction before payment

Conto makes sure the correction fits an allowed category and stays within your per-account limits and daily credit budget.

Step 3

Small corrections stay fast

Routine credits settle without friction. Larger make-goods or unusual patterns route to a human first.

Correction activity tied to account and policy context

Teams can monitor refund and credit activity by account or property while keeping a visible line between standard automation and escalated exceptions.

Approval queue2 pending

procurement-agent → Quill Data

quilldata.io · data

$8,500.00
counterparty trust · newwaiting 4m
ApproveDenycontext

procurement-agent → Northwind Ops

over weekly limit · waiting 12m

$3,150.00

Controls that prevent refund and credit leakage

Correction policies keep ordinary refunds fast and push unusual amounts, categories, or account patterns into review.

Reason-code policy

Allow autonomous credits for approved causes while preventing agents from inventing new payout reasons on the fly.

Per-case thresholds

Keep any single correction or reimbursement inside a known range before approval is required.

Daily budget controls

Limit how much total credit or recovery spend can go out in one day across the workflow.

Escalation for edge cases

Route unusual or high-value corrections to finance or operations without slowing down the easy cases.

How a credit moves from agent to payment

Managed wallet

Conto-orchestrated execution · Provider-backed custody, e.g. Privy or Sponge

01 Request

Agent requests a payment

POST /payments/request
02 Policy check

Conto evaluates policy

approveroutedeny
03 If exception

Human approves

Routine spend skips this step.

04 Execute

Managed provider signs and sends

Conto approves the request, then executes through the configured custody provider.

POST /payments/execute
05 Record

Logged with full context

tx 0x9f2c…

policy · approval · settled

Agent-controlled wallet

Agent keeps its own keys · Conto authorizes, logs on confirm

01 Request

Agent asks to authorize

POST /payments/approve
02 Policy check

Conto evaluates policy

approveroutedeny
03 If exception

Human approves

Routine spend skips this step.

04 Execute

Agent signs with its own key

Conto returns an approval token (10 min). The agent sends the tx.

05 Confirm + record

Agent confirms the hash

POST /payments/confirm

tx 0x9f2c…

policy · approval · settled

Same payment context, same policy evaluation, same audit trail. Execution is where the path diverges.

Managed executionAgent signsException path

Demo

Billing in action

Billing applies this solution to a realistic agent payment workflow, with approved payments, review paths, and blocked requests visible from request to settlement.

Billing agents can issue credits and refunds without giving away revenue.
Guest-service agents can issue make-good credits without becoming a blank check.

Customer payouts without the risk

Customer-facing teams resolve issues faster because routine credits do not wait in a manual queue.

Finance and support stay aligned on what was paid and why.

Large corrections become an explicit decision instead of a silent write-off.