Service
Finance Operations (FinOps)
Our finance operations work makes sure customers are invoiced correctly and revenue is recognized properly. Every deal's pricing, payment terms, payment method, billing schedule, and delivery milestones reach billing and finance complete and accurate, so invoices go out right the first time and revenue lands in the right period.
Also called finance ops, revenue operations for finance, or quote-to-cash. Not to be confused with cloud FinOps, which manages cloud spend.
What we implement
Contract data at close
Start and end dates, products, pricing, payment terms, and billing details captured in the CRM when the deal closes, structured the way billing and your revenue policy need them.
Performance obligations
Bundles split into the separate products and services your accountants recognize differently, such as subscriptions, implementation, and support.
Accurate invoicing
Invoices generated from the same deal data that closed the sale: the right customer entity, billing contact, products, quantities, prices, discounts, and tax details, on the right schedule.
Payment terms and methods
Net terms, deposits, milestone payments, and preferred payment methods (card, ACH, wire, check) captured at close and carried into billing, so customers are invoiced the way they agreed to pay.
Collections visibility
Invoice status, due dates, and overdue balances visible in the CRM, so account and success teams know who owes what before they call a customer.
Delivery milestones
Go-lives, completed work orders, and accepted deliverables recorded in the CRM or Field Service and passed to finance as the trigger to recognize revenue.
Changes and renewals
Upgrades, downgrades, cancellations, and renewals captured as contract changes with effective dates, not edits that overwrite history.
Close support
CRM-to-billing-to-ledger reconciliations that surface mismatches before month-end, with an audit trail of who changed what.
Where AI changes the work
- Claude reviews new contracts and flags non-standard terms, like custom payment schedules, unusual net terms, or acceptance clauses, that affect invoicing or recognition timing.
- Draft invoices are checked against the signed deal before they go out, catching wrong prices, missing PO numbers, or the wrong billing contact.
- Claude reconciles CRM, billing, and ledger exports and lists every mismatch for your team to resolve.
- Deferred revenue and variance commentary are drafted for your controller to review and edit.
Platforms
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today: objects, fields, automations, reports, and the spreadsheets people use to get around them.
- 02
Design
We agree on the target process and data model, and decide which steps stay human, which get automated, and which an AI agent can own.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and a support period. We measure adoption and fix whatever people are working around.
Questions we hear
Do you handle revenue recognition accounting?
Your accountants and auditors own the policy and the judgments, for example under ASC 606. We build the systems and data flows that apply that policy consistently, so the numbers they work from are complete and correct.
Why does revenue recognition depend on the CRM?
Most recognition errors start upstream: a missing start date, a bundled price that was never split, a go-live nobody recorded. Fixing those at the source is faster and cheaper than fixing them in a month-end spreadsheet.
Do you replace our accounting or billing system?
No. We connect your CRM to the billing and accounting systems you already use, and make the handoff between them reliable.
Tell us what's stuck.
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.