From first signal to final dollar
Lead, contract, order, billing, invoice, revenue, and collection. Each stage runs on its own system with its own owner. Chassi models all seven, bottom-up, for every customer.
Stage
System of record
Where it breaks
What Chassi does
Lead
CRM
Opportunities closed with no link to the signed contract
Ties every opportunity to the contract it became
Contract
Contract repository
Amendments and renewals that never reach the booking
Matches every contract term to its booking
Order
CRM, CPQ
Order lines that drift from contract terms
Flags order lines that don't match the contract
Billing
Billing
Missed escalators and wrong rates
Reconciles billing schedules to contract terms, line by line
Invoice
Billing, ERP
Unbilled line items and missed invoices
Surfaces underbilled and missed invoices by customer
Revenue
ERP
Recognition lag between delivery and invoicing
Bridges reported revenue to billings, customer by customer
Collection
ERP, AR
Payment terms drifting from policy, and short payments
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.
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.
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.
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.
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.
Quarterly bookings forecast
Q3 to Q4
Chassi goes beyond reporting what happened
It explains why, projects what's next, and recommends what to do, all from the same data.
Reports what happened
Chassi's Customer Cube reconciles booked, billed, recognized and collected for every customer.
Explains why
Every variance is classified by root cause and traced to the contract or system behind it.
Projects what's next
Revenue Forecast and Working Capital Intelligence project revenue and cash from pipeline, customer behavior, contract terms, and payment history.
Recommends what to do
Revenue & Cash Leakage and Working Capital Intelligence rank fixes by dollar impact, with a named owner for each.
Connect your systems
Chassi sets up secure, read-only connections to the systems you already run. Nothing is exported by hand, and nothing in your stack changes.
Your team: grants read-only access and names a finance lead.
Deliver first findings: weeks 3–4
The Chassi team does the reconciliation work and brings findings, sized in dollars and ranked by impact, to a working session with your finance team. The Customer Cube is fully operational by week 6.
Your team: reviews the findings and sets priorities.
Stay current until the exit
The Chassi team keeps the model running on your reporting calendar, so each cycle starts from reconciled data. Acquisitions join the same model, and every solution you add runs on it.
Your team: works from updated numbers every close and board cycle.
Read-only access
No system disruption
Finance-grade trust in every output
Built for finance-grade trust
Read-only by design
Chassi never writes to your systems. All connections are read-only and scoped to what each solution requires.
Full data lineage
Every finding traces to its source system, so when the board asks where a number comes from, the answer is a record your finance team already relies on.
Enterprise-grade security
SOC 2 Type II certified. ISO/IEC 27001:2022 certified. CCPA and GDPR compliant.
Does this replace our BI tool or ERP?
No. Chassi reads from your systems and reconciles them. Your BI tools can report from the reconciled data.
How long until we see findings?
First material findings in 3–4 weeks. Customer Cube fully operational by week 6.
How does the shared model affect data security?
Each connection is read-only and scoped to the minimum data required. Data is handled in accordance with our SOC 2 Type II and ISO/IEC 27001:2022 certifications. Full details are in the Trust Center.
What systems does Chassi connect to?
CRMs (Salesforce, HubSpot), ERPs and billing systems (NetSuite, SAP, Oracle, Zuora, Stripe, Sage), data warehouses and product data (Snowflake, Segment, Amplitude), and supplemental sources (Zendesk and others). If your stack isn't listed, your Chassi team can confirm compatibility before you start.
See what one reconciled model finds in your data
Start with one solution or all four. A discovery call scopes the first engagement around the question costing you the most.
