Billing that matches what was delivered. Checked by the system, monthly.
The CRM here, QuickBooks there, a spreadsheet gluing it together, and billing that doesn't match what was delivered. We make the field and job systems talk to accounting, with creep flagged automatically.
The glue is a spreadsheet. And a person who maintains it.
One workbook joins the CRM to QuickBooks. It's right as of the last time someone updated it.
Seats, devices, and agreements drift from what's actually deployed. The gap is revenue you already earned.
Someone spends days making the systems agree, every single month.
The systems agree by themselves
Field and job systems talking to accounting. Seats, devices, and agreements reconciled monthly, with creep flagged.
The spreadsheet retires, month end shrinks, and the billing gap closes. This takes cost out and picks up money you already earned: unbilled seats and agreement creep show up as a flag, not a year-end surprise.
An agent reads both ledgers, matches what it can, and files the exceptions with the context attached. It runs as a scheduled job overnight, so the first thing you see in the morning is the short list. Where it matters we build the checks in too: a daily job that tests the system and flags drift before you find it at month end.