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Use caseUC0126

Check the evidence behind a SaaS revenue claim

A contract's revenue file always has paperwork, so a document being on file can pass as evidence when it should not. This app reads the whole file for one claim and says which document to trust, and why.

For the revenue accountantTechnology & SaaS · Professional Services

Why it matters

Today's manual process, and the same job with the app

A revenue accountant at a software company, closing the books each quarter.

✕Today's manual process

1Open the whole contract file the order form, the SOW, every side letter and every signed acceptance.
2Check for a document a completeness checklist just asks whether the right kind of paper was filed.
3Read the fine print manually, to see if a later letter changed what was actually agreed.
4Miss a superseded milestone and revenue gets booked on evidence that no longer applies.
Every claim checked against paper presence only

✓With the app

1The file is read whole every order form, SOW, side letter and acceptance, in one pass.
2Presence isn't enough the app checks whether the filed document actually still backs the claim.
3Superseding letters are caught even when the change is buried in a paragraph, not a cross-reference.
4A gap is named with the one document to open and the date that actually counts.
The app checks whether it still counts

See it work

One real case: what the app found, step by step

RR-0008's acceptance names the right milestone, but a side letter signed days earlier had already replaced it.

Check the evidence behind a SaaS revenue claimReference appBuilt to be shaped to your process
  1. 1The app's call The verdict: a document exists, but it no longer supports the claim.
  2. 2What kind of gap Superseded. A later document took the milestone away.
  3. 3Which file to open SL-001, the side letter. The one document that actually decides this claim.
  4. 4No qualifying date The date field comes back empty. Nothing on file still supports this milestone.
  5. 5The pack for review Both documents travel together: ACC-001 and the letter that changes its meaning.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
101 of 120revenue claims read correctlymeasured in 06 Evals →
48 of 58real gaps pinned to the right filemeasured in 06 Evals →
100%hidden gaps found in the textmeasured in 06 Evals →
$1.15to check all 120 filesmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own evidence hierarchy: which documents count, what supersedes what, and what a gap even means.
Your recordsYour own order forms, SOWs, side letters, signed acceptances and provisioning logs, in the formats you keep them.
Your systemsReads from your contract system or document store, and returns its finding to your own close process.
Your screensThe fields, wording and layout your revenue team already uses to review a close.

Want this for your team?

Talk to us

We can run this on your own contracts, with your own evidence policy, inside your environment.

Talk to us →
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