Quote-to-cash reconciliation in CFO 360 links contracts, change orders, customer invoices, remittances and recognition entries by customer and project. It compares what was contracted with what was billed, what was billed with what was paid, and what was recognized with what was earned, and raises each gap as a named item with the document, the clause and the dollar value.
Invoices priced below the contracted rate.
Approved scope changes never invoiced.
Customers paying less than invoiced without an agreed credit.
Receipts sitting unmatched to invoices.
Discounts taken beyond contract terms or windows.
Revenue booked ahead of delivery or acceptance.
Unbilled and underbilled items, with the clause that sets the rate.
Short-pays, with the invoice and the remittance side by side.
Recognition exceptions, with the delivery or acceptance evidence.
The same revenue layer counted at booking, so sales and finance read one data model.
Cash application tools match receipts to invoices. CFO 360 also checks invoices against the contract and change orders, and recognition against delivery, and shows spend and revenue in one CFO view.
No. It flags entries recognized ahead of delivery or acceptance and routes them to the controller, who decides.
Quote-to-cash reconciliation is delivered in the implementation plan for clients who choose that scope, with dates set in the statement of work.
Finance controllers route them; CFOs and CROs see them on their dashboards, each drilling to the customer, the document and the clause.
One view of the money, from sourcing to cash, reconciled to the source document.
The money problems finance leaders raise most, and where each one actually hides.
Why checking every transaction against its documents finds what period-end totals hide.
Start a free trial and see your revenue breaks by customer.
7-day free trial · Card required before the trial ends · No migration