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PE-Backed Companies

Run the business on one operational truth

Unify CRM and ERP to see how work actually flows from booked to billed to paid. Find the cash, protect retention, and standardize reporting without extra lift. Clarity in days. No manual data prep. No system changes.

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Results our clients have seen

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

You can’t fix what you can’t see

Numbers live in different systems, and the story breaks between booked, billed, and paid. Packs take time. Teams debate the source of truth. Execution slows.

Where value gets trapped inside the company:

Revenue gaps

Booked ≠ billed ≠ paid variance that delays cash.

Process bottlenecks

O2C and P2P bottlenecks that inflate DSO and create rework.

Misaligned ICP

ICP built on who closed, not who retained and expanded.

Inconsistent reporting

Manual packs and inconsistent metrics across BUs and regions.

Get a clear plan in days. Chassi reconciles booked → billed → paid, shows why customers churn, where cash gets stuck, and where to expand, then standardizes reporting so Finance and GTM stay aligned.

How we help leaders execute

Board-ready readouts, clear lineage, and a plan your team can execute.

Operate to the plan

See pathways, cycle times, and exceptions so you can target the steps that move cash and NRR.

Align the room

Finance and GTM share one truth. Packs are comparable across BUs and ready for the board.

Scale improvements

Track progress as fixes land. Keep ARR/NRR and cash views current without manual work.

Start with high-signal assessments

Get the only AI-powered platform that gives you clarity in days with no manual data prep, and no system changes.

NRR & ICP Blueprint

Predict churn, align ICP to durable segments, and hand Sales a ranked expansion list.

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NRR & ICP Blueprint

Predict churn, align ICP to durable segments, and hand Sales a ranked expansion list.

Learn more

NRR & ICP Blueprint

Predict churn, align ICP to durable segments, and hand Sales a ranked expansion list.

Learn more

Revenue Leakage Assessment

Reconcile contracts, invoices, and receipts to quantify the booked-to-billed-to-paid gap and fix it.

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Revenue Leakage Assessment

Reconcile contracts, invoices, and receipts to quantify the booked-to-billed-to-paid gap and fix it.

Learn more

Revenue Leakage Assessment

Reconcile contracts, invoices, and receipts to quantify the booked-to-billed-to-paid gap and fix it.

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Working Capital Assessment

Map L2C and P2P, reduce DSO with simulator-backed actions, and optimize terms to free cash.

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Working Capital Assessment

Map L2C and P2P, reduce DSO with simulator-backed actions, and optimize terms to free cash.

Learn more

Working Capital Assessment

Map L2C and P2P, reduce DSO with simulator-backed actions, and optimize terms to free cash.

Learn more

Continuous Enablers

ARR/NRR Snowball with CRM↔ERP reconciliation, 13-week cash forecasting, exception report, and governance heatmap.

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Continuous Enablers

ARR/NRR Snowball with CRM↔ERP reconciliation, 13-week cash forecasting, exception report, and governance heatmap.

Learn more

Continuous Enablers

ARR/NRR Snowball with CRM↔ERP reconciliation, 13-week cash forecasting, exception report, and governance heatmap.

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 companies choose Chassi

Actionable intelligence fast. Minimal lift. One operational truth that stands up in board meetings and diligence. Every number traces from booked to billed to paid, so you can move decisions forward with confidence.

Choose your path to operational clarity

Project

Start with a targeted assessment

Use when retention slips, DSO rises, or packs take too long. You get quantified findings, a ranked backlog, and a 30/60/90 with owners and expected impact.

Craft compelling content for organic search. Engage in social media marketing to tap into vibrant communities

Talk to a Chassi expert

Subscription

Keep visibility on

Live ARR/NRR and 13-week cash, plus exception tables. Standard definitions across BUs. Faster forecast cycles and cleaner board cadence.

Craft compelling content for organic search. Engage in social media marketing to tap into vibrant communities

Explore a subscription

Common questions

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why metrics move. It’s a diagnostic and reporting layer, not a generic dashboard.

What if our data is messy?

Exceptions are part of the output. You get a fix list and a governance heatmap. Reporting updates as data improves.

Will this disrupt operations?

No. Read-only connections. Findings in days with limited time from your team.

How much lift are we talking?

Typically, 4 to 8 hours of your team’s time for connectivity and context. No manual data prep.

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why metrics move. It’s a diagnostic and reporting layer, not a generic dashboard.

What if our data is messy?

Exceptions are part of the output. You get a fix list and a governance heatmap. Reporting updates as data improves.

Will this disrupt operations?

No. Read-only connections. Findings in days with limited time from your team.

How much lift are we talking?

Typically, 4 to 8 hours of your team’s time for connectivity and context. No manual data prep.

What if we already have BI?

Chassi reconciles CRM↔ERP and explains why metrics move. It’s a diagnostic and reporting layer, not a generic dashboard.

What if our data is messy?

Exceptions are part of the output. You get a fix list and a governance heatmap. Reporting updates as data improves.

Will this disrupt operations?

No. Read-only connections. Findings in days with limited time from your team.

How much lift are we talking?

Typically, 4 to 8 hours of your team’s time for connectivity and context. No manual data prep.

Ready to run on one operational truth?

Start with a targeted assessment and get a clear plan you can execute.

Start a targeted assessment