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Partners

Diagnose faster. Prove value. Grow scope.

Chassi gives consulting partners a finance-grade view from booked to billed to paid. You get objective assessment results in days that translate into plans your team can execute. Read-only connections. No manual data prep. No system changes.

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Results our clients have seen

$21M in recoverable revenue leakage identified
19% churn hit prevented
$7.4M in free cash flow identified

The problem with traditional discovery

Manual interviews. CSV pulls. Weeks of slide-building. By the time findings land, teams are tired and momentum fades. Sales and Finance still don’t agree on the numbers.

What trapped value looks like in retention:

Revenue gaps

Booked ≠ billed ≠ paid variance that delays cash.

Process bottlenecks

O2C / P2P bottlenecks that inflate DSO and create rework.

Misaligned ICP

ICP built on who closed, not who retained and expanded

Inconsistent reporting

Packs that are slow, manual, and misaligned across functions.

Use Chassi to run a finance-grade assessment. Model Lead-to-Cash from CRMs and ERPs, reconcile the numbers, and walk in with a quantified baseline and a ranked plan your team can execute. Clarity in days with minimal client lift.

How partnership engagements run

A unified, data-driven approach to finance and growth

Connect

Read-only CRM and ERP connectivity. No manual data prep. Minimal client time.

Assess

Chassi maps Lead-to-Cash and Procure-to-Pay, reconciles booked → billed → paid, and highlights cash, retention, and leakage gaps with clear lineage.

Plan

You receive quantified findings and a prioritized backlog with a 30/60/90, so your team can scope and deliver the work.

What you get on every engagement

Board-ready readouts for the client and a scoped, prioritized work plan for your team.

Assessment deliverables:

Reconciled ARR/NRR views and booked → billed → paid lineage

O2C and P2P pathways with cycle times and variance

Exception tables and a governance heatmap

DSO Simulator outputs tied to cash impact

A ranked backlog with owners and a 30/60/90 plan

Where partners plug in

Pinpoint bottlenecks, quantify impact, and turn fixes into measurable outcomes for your clients.

Churn & ICP

Predict churn, refine ICP on who retains and expands, and prioritize expansion.

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Churn & ICP

Predict churn, refine ICP on who retains and expands, and prioritize expansion.

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Churn & ICP

Predict churn, refine ICP on who retains and expands, and prioritize expansion.

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Revenue Leakage

Reconcile contracts, invoices, and receipts. Quantify gaps and fix the causes.

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Revenue Leakage

Reconcile contracts, invoices, and receipts. Quantify gaps and fix the causes.

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Revenue Leakage

Reconcile contracts, invoices, and receipts. Quantify gaps and fix the causes.

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Working Capital

Tighten invoicing and approvals. Align payment timing. Reduce DSO and free cash.

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Working Capital

Tighten invoicing and approvals. Align payment timing. Reduce DSO and free cash.

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Working Capital

Tighten invoicing and approvals. Align payment timing. Reduce DSO and free cash.

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Continuous Enablers

Keep the story live with ARR/NRR Snowball, 13-week cash, and exception reporting that updates as data improves.

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Continuous Enablers

Keep the story live with ARR/NRR Snowball, 13-week cash, and exception reporting that updates as data improves.

Learn more

Continuous Enablers

Keep the story live with ARR/NRR Snowball, 13-week cash, and exception reporting that updates as data improves.

Learn more

"Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

"Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

"Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."

Ryan Mason

CFO, Trackforce

Why partners choose Chassi

You show up with answers, not interviews. Discovery time drops. Findings are objective and finance-grade. Your scope grows because the plan is clear, the impact is quantified, and the reporting holds up in the boardroom.

Common questions

Will this replace our consulting work?

No. Chassi accelerates discovery and provides a clear assessment and plan. You scope and deliver execution.

How much client lift is required?

Typically, 4 to 8 hours of client time for connectivity and context. No system changes.

Do we need a subscription?

Not to start. Most partners begin with a targeted assessment and add the reporting layer when the client wants ongoing visibility.

How does this align with our offerings?

Chassi maps directly to churn & ICP, revenue leakage, working capital position, and continuous real-time reporting. Use it to launch projects faster and measure progress cleanly.

How does Chassi fit in my toolkit?

Think of yourself as the doctor and Chassi as the MRI. It gives you an objective, finance-grade readout of how revenue and cash move from booked to billed to paid, and where value is trapped. You bring the judgment and execution. With Chassi, you show up in days with reconciled numbers, quantified gaps, and a ranked plan. That speed and trust set you apart and help you grow your scope.

Will this replace our consulting work?

No. Chassi accelerates discovery and provides a clear assessment and plan. You scope and deliver execution.

How much client lift is required?

Typically, 4 to 8 hours of client time for connectivity and context. No system changes.

Do we need a subscription?

Not to start. Most partners begin with a targeted assessment and add the reporting layer when the client wants ongoing visibility.

How does this align with our offerings?

Chassi maps directly to churn & ICP, revenue leakage, working capital position, and continuous real-time reporting. Use it to launch projects faster and measure progress cleanly.

How does Chassi fit in my toolkit?

Will this replace our consulting work?

No. Chassi accelerates discovery and provides a clear assessment and plan. You scope and deliver execution.

How much client lift is required?

Typically, 4 to 8 hours of client time for connectivity and context. No system changes.

Do we need a subscription?

Not to start. Most partners begin with a targeted assessment and add the reporting layer when the client wants ongoing visibility.

How does this align with our offerings?

Chassi maps directly to churn & ICP, revenue leakage, working capital position, and continuous real-time reporting. Use it to launch projects faster and measure progress cleanly.

How does Chassi fit in my toolkit?

Ready to bring finance-grade assessments into your engagements?

Start with a targeted assessment and give your clients the numbers they can run on.

Start a targeted assessment