Three Guardian Agents check renewals, contracts and usage against what is billed, and Emmy answers questions about what they find.
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.
Guardian Agents
Checks that signed price increases are billed at each renewal and that expired discounts end.
Checks that what your systems hold matches the signed contract.
Checks that what each customer has turned on or uses is billed.
Emmy answers questions about what your Guardian Agents find. Meet Emmy.
Systems they read
How it works
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 your Guardian Agents read.
Each leak your Guardian Agents find shows the records behind it, its amount and a proposed next step. 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.