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AI broke the economics of software. Vayu wants to be the first to tell a CFO which customers are losing them money

October 2, 2026 Emily Chen Clock

AI (read more here) Revolutionizes Software Economics: Vayu Takes the Lead in Revenue Intelligence

AI broke the economics of software. Vayu aims to be the first to empower CFOs by revealing which customers are detrimental to their bottom line.

For two decades, SaaS seats were near-costless to serve. Now, each customer interaction incurs tokens and compute expenses, with finance teams often realizing too late that a significant account was unprofitable. Vayu's innovative Revenue Intelligence Hub offers real-time insights.

October 2, 2026 - 8:42 am Erez Agmon, co-founder, and CEO of Vayu, shares his perspective on this evolving landscape.

The Shift in Software Pricing

AI has disrupted the traditional software pricing model:

  • Variable Costs: AI products involve variable costs for each customer action, including model calls, GPU minutes, embeddings, and third-party APIs.
  • Shift to Usage-Based Pricing: Vendors adapt by implementing usage-based, credits, and outcomes pricing models to align revenue with consumption.
  • AI-Powered Outcomes: Emerging AI service companies offer outcome-based contracts, combining milestones, step-up commitments, ramp schedules, and success fees, further complicating billing processes.

Most revenue systems are designed for flat subscriptions, making it challenging to manage hybrid pricing across multiple systems without a unifying platform. As a result, finance teams struggle with unexplained margin losses as companies grow their revenues.

"Pricing and cost now move together, every day, and the revenue engine has to see both," emphasizes Agmon.

Vayu's Solution: Three Layers of Innovation

Vayu's answer comprises three layers:

  1. Infrastructure: A unified metering and revenue data layer, providing a single integration point for usage data from various sources like Snowflake, AWS, Azure, Salesforce, Stripe, and NetSuite. It processes up to one million billing events daily, ensuring contract, CRM, and billing data alignment.
  2. Revenue Intelligence Hub: The top layer offers CFOs detailed insights into customer pricing and margin performance, enabling them to make data-driven decisions in real time.
  3. CFO Signal Report 2026: Co-published with PwC and The SaaS CFO, this report explores how usage-based, hybrid, and AI pricing models are transforming revenue operations.

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