In short

Six revenue breaks, named in dollars

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.

Revenue breaks

What CFO 360 surfaces

Underbilled rates

Invoices priced below the contracted rate.

Unbilled change orders

Approved scope changes never invoiced.

Short-pays

Customers paying less than invoiced without an agreed credit.

Unapplied cash

Receipts sitting unmatched to invoices.

Discount overruns

Discounts taken beyond contract terms or windows.

Early revenue recognition

Revenue booked ahead of delivery or acceptance.

Routing

Each break goes to the person who fixes it

Billing

Unbilled and underbilled items, with the clause that sets the rate.

Collections

Short-pays, with the invoice and the remittance side by side.

Controller

Recognition exceptions, with the delivery or acceptance evidence.

CRO view

The same revenue layer counted at booking, so sales and finance read one data model.

Questions

Common questions

How is this different from a cash application tool?

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.

Does it change our revenue recognition?

No. It flags entries recognized ahead of delivery or acceptance and routes them to the controller, who decides.

Is quote-to-cash live on day one?

Quote-to-cash reconciliation is delivered in the implementation plan for clients who choose that scope, with dates set in the statement of work.

Who sees revenue breaks?

Finance controllers route them; CFOs and CROs see them on their dashboards, each drilling to the customer, the document and the clause.

Related

Keep reading

CFO 360 overview

One view of the money, from sourcing to cash, reconciled to the source document.

CFO challenges

The money problems finance leaders raise most, and where each one actually hides.

Transaction-level reconciliation

Why checking every transaction against its documents finds what period-end totals hide.

How many approved change orders were never invoiced?

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