Dashboard

Lead-to-Cash Intelligence

From first signal to final dollar

Chassi models your entire Lead-to-Cash process, bottom-up, for every customer, so finance can see what happened, why it happened, what will happen next, and what to do about it. Built for PE-backed companies moving toward a successful exit.

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Request a demo

See sample findings

See sample findings

Color Shade

Every Lead-to-Cash handoff is a place where revenue goes missing

Finance ends up reconciling the gaps in Excel, one board meeting at a time.

Siloed systems

Your CRMs, ERPs, billing platforms, and contract repositories don't talk to each other. Finance reconciles in Excel.

Revenue leakage

Gaps between contracted revenue and actual billings go undetected for months.

No single source of truth

Multiple versions of "the revenue number" across departments, and questions the team can't answer in the board meeting.

Business Solutions
Payment
Workflow
Payment

We model your entire Lead-to-Cash process, bottom-up, for every customer

Chassi connects and reconciles data across every stage, giving finance a complete view of each customer.

Lead

Ties every opportunity to the contract it became.

Contract

Matches every contract term to its booking.

Order

Flags order lines that don't match the contract.

Billing

Reconciles billing schedules to contract terms, line by line.

Invoice

Surfaces underbilled and missed invoices by customer.

Revenue

Bridges reported revenue to billings, customer by customer.

Collection

Forecasts collections from actual terms and payment history.

Four outcomes, built on one reconciled model

Start with a scoped assessment. First material findings in 3–4 weeks.

Customer Cube

Find where sales and billing stop matching

One reconciled view of what every customer was sold, contracted, billed and paid, with every gap traced to the customer, the contract and the cause.

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Revenue Forecast

See revenue and cash before the quarter closes

Bookings, revenue, and cash forecasts built on reconciled customer data, so the weighted pipeline holds up in the board meeting.

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Revenue & Cash Leakage

Recover revenue you've already earned

Compare what was booked against what was billed and collected, and trace every shortfall to the rate, term or amendment behind it.

Learn more

Working Capital Intelligence

Know your cash position before quarter-end

Forecast collections from actual contract terms and payment history, surface AR aging and credit exposure, and assess net working capital before a buyer does.

Learn more

Four outcomes, built on one reconciled model

Start with a scoped assessment. First material findings in 3–4 weeks.

Customer Cube

Find where sales and billing stop matching

One reconciled view of what every customer was sold, contracted, billed and paid, with every gap traced to the customer, the contract and the cause.

Learn more

Revenue Forecast

See revenue and cash before the quarter closes

Bookings, revenue, and cash forecasts built on reconciled customer data, so the weighted pipeline holds up in the board meeting.

Learn more

Revenue & Cash Leakage

Recover revenue you've already earned

Compare what was booked against what was billed and collected, and trace every shortfall to the rate, term or amendment behind it.

Learn more

Working Capital Intelligence

Know your cash position before quarter-end

Forecast collections from actual contract terms and payment history, surface AR aging and credit exposure, and assess net working capital before a buyer does.

Learn more

Four outcomes, built on one reconciled model

Start with a scoped assessment. First material findings in 3–4 weeks.

Customer Cube

Find where sales and billing stop matching

One reconciled view of what every customer was sold, contracted, billed and paid, with every gap traced to the customer, the contract and the cause.

Learn more

Revenue Forecast

See revenue and cash before the quarter closes

Bookings, revenue, and cash forecasts built on reconciled customer data, so the weighted pipeline holds up in the board meeting.

Learn more

Revenue & Cash Leakage

Recover revenue you've already earned

Compare what was booked against what was billed and collected, and trace every shortfall to the rate, term or amendment behind it.

Learn more

Working Capital Intelligence

Know your cash position before quarter-end

Forecast collections from actual contract terms and payment history, surface AR aging and credit exposure, and assess net working capital before a buyer does.

Learn more

Tracking
Payment Goal

Your data, connected and reconciled

Chassi connects to your CRMs, ERPs, billing platforms, data warehouses, and contracts, then reconciles what was booked, billed, recognized and collected for every customer. A forward-deployed Chassi team does the data work.

BI reports whatever your systems hand it. Chassi reconciles those systems first.

Read-only connections

No system changes

Forward-deployed Chassi team

First findings in 3–4 weeks

Customer Cube by week 6

Kept current through the hold period

What operators say after working with Chassi

Rating

"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."

Lynn Danko

Operating Partner, K1 & TPG

Rating

"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."

Lynn Danko

Operating Partner, K1 & TPG

Rating

"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."

Lynn Danko

Operating Partner, K1 & TPG

Rating

"Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now, I can analyze our snowball by customer segment or cohort with a few clicks. Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

Rating

"Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now, I can analyze our snowball by customer segment or cohort with a few clicks. Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

Rating

"Before Chassi, understanding churn, expansion, and ARR dynamics meant manual work or outside consultants. Now, I can analyze our snowball by customer segment or cohort with a few clicks. Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

What does your Lead-to-Cash actually look like?

A scoped assessment shows what happened, why, and what to fix first, in 3–4 weeks.

Request a demo

Request a demo

See sample findings

See sample findings