Deal for Finance
One version of the truth, from sold to collected.
See where the CRM, your invoices and your collections disagree, with a timestamped audit trail behind every number the board sees.
Who it's for
CFOs, VPs of Finance, Controllers and Heads of Revenue Accounting.
- One version of the truth across CRM, invoicing and collections
- Forecast credibility
- Audit-ready history
What's getting in the way
What the CRM says was sold, what was invoiced and what was collected routinely disagree, and reconciling them is manual.
Finance inherits sales data it can't verify, then presents numbers built on it.
How Deal helps
Revenue Reconciler
Flags gaps between what the CRM says was sold, what was invoiced and what was collected, with Stripe and QuickBooks connected alongside your CRM.
An audit trail for revenue
A timestamped record of every change gives finance the history revenue data never had.
Unlimited read-only seats
Finance can ask the revenue history directly, without waiting on RevOps.
Questions you can finally answer
Which closed-won deals haven't been invoiced?
Where does booked revenue differ from collected cash this quarter?
When did this deal's amount change, and who changed it?
See where your pipeline really went.
Apply for a 30-day revenue evaluation. We'll do the heavy lifting.