We define how each deal should be priced, invoiced and paid, then compare it with the records in your systems.
The problem
One deal is recorded in several places: the CRM, the signed contract, the billing system, the ledger and the bank. Each system balances on its own, and nothing checks that they describe the same deal.
What we look for
Systems
Common errors
How it works
A short document that lists the systems we need and what you receive.
The people who run sales, billing and finance are interviewed, and the way each product should be priced, invoiced and paid is written down. You sign it off before any data is examined.
Credentials are read-only and cover only the systems in the written scope.
Every difference found is listed, whether too little or too much was billed. Each one shows the records behind it and its effect on cash, reported revenue or data quality. See a sample report.
Behind noetra
Luis leads scoping and client relationships. He has more than ten years of experience in business operations, including running his own business, working in purchasing and leading a global finance operations team. He has matched the payments, chased the invoices and built the processes that noetra now checks.
LinkedIn
Joshua leads the technical work. He has a master's in particle physics, two years of doctoral research and four years of experience as an analytics engineer. He has built the data models finance teams report from, and now writes the checks that run against them.
LinkedInGet in touch
Email luis@noetra.eu.