Is revenue slipping through the cracks?
Leakage erodes margins and clouds the exit story. Without a clean link from contract to invoice to cash, underbilling and process errors go unseen.
What trapped value looks like in leakage:
Booked ≠ billed ≠ paid variance that hides in reporting
Missed uplifts, unbilled items, and pricing overrides
Credit memos without reason codes that mask true realization
Manual steps and approval loops that create invoicing delays
Get clarity in days. Chassi reconciles booked → billed → paid, quantifies leakage by unit and segment, and delivers a plan to recover it and prevent it going forward. No manual data prep. No system changes.
How it works
The path from data to action, without systems disruption.
Connect systems of record
Secure, read-only connections to CRM, ERP, billing, and contract systems. No manual data prep, no system changes, no disruption to operations.
Reconcile the full revenue path
Chassi maps every order, invoice, and payment against contracted value. Discrepancies surface at the line-item level — underbilling, missed uplifts, credit memo patterns, approval gaps — so leakage is sized, not estimated.
Act with a plan
You get a leakage calculator sized by product, segment, and terms, a prioritized backlog, and a plan with named owners and expected cash impact.
Lift required: 4 to 8 hours from your team. No system disruption.
One operational truth
you can run on
A leakage calculator sized by product, segment, and terms
CRM↔ERP reconciled mappings and booked → billed → paid lineage
A prioritized backlog, a plan with named owners and expected impact
Clear, actionable insights to stop and prevent revenue leakage
Identify underbilling, missed uplifts, and unbilled items
Quantify credit memo drivers and tighten governance
Standardize billing policies and approval paths to reduce rework
Measure time-to-bill and its impact on cash and revenue realization
Objective findings with quantified impact
Reconciled contract-to-cash tables and exception lists
L2C leakage dashboard with variance by entity and segment
Billing policy fixes and approval flow recommendations
Leakage calculator workbook and scenario notes
Real-world impact
$21M in recoverable revenue identified.
A PE-backed software company used Chassi to reconcile contract-to-cash across business units. Chassi identified underbilling, missed uplifts, and pricing overrides totaling $21M in recoverable revenue — and delivered a prioritized plan to recover and prevent recurrence.
"Chassi gives us a level of transparency into top-line performance that was previously inaccessible or painfully tedious to produce."
Ryan Mason
CFO, Trackforce
Proven results. Rapid insights. Minimal disruption.
Objective findings with quantified impact for cash, NRR, and profitable growth.
Actionable intelligence, fast
Findings in days tied to cash and NRR.
Minimal lift
Hours, not weeks. No manual data prep or system changes.
Strategic clarity
One operational truth that holds up in board meetings and diligence.
Finance-grade trust
Lineage from booked to billed to paid with audit trails.
Our finance team reconciles monthly. Wouldn't they have caught this already?
Monthly reconciliation typically catches large variances. What it misses are pattern-level issues, systematic underbilling on specific product lines, missed uplifts on multi-year contracts, credit memos that net out cleanly in aggregate but indicate a policy problem underneath. Those are the gaps that compound quietly. Chassi reconciles at the line-item level across CRM and ERP, which is a different scope than a monthly close review.
We run NetSuite / Salesforce. Doesn't that integration handle this already?
CRM and ERP integrations sync data. They don't reconcile it. If a contract amendment doesn't make it into the billing system accurately, or if an uplift clause triggers at the wrong rate, neither system flags it as an error — they both reflect what they were told. Chassi compares what was contracted against what was actually billed and collected, at the account and line-item level.
What's a realistic recovery rate from an assessment like this?
It depends on ARR, contract complexity, and how long leakage has been accumulating. Across Chassi's engagements, the average identified leakage is $2.2M per $100M in ARR. Some engagements find significantly more — the $21M figure came from a company with a multi-product, multi-entity structure where billing complexity had created systematic gaps over time.
How much of our team's time does this require?
4 to 8 hours — access provisioning, a data review, and a findings readout. No ongoing lift during the assessment.
Our data is messy. Do we need to clean it up before starting?
No. Exception tables and a fix list are part of the deliverable. You do not need clean data to start. Identifying where the data is broken is part of what the assessment surfaces.
Will this disrupt operations?
No. Read-only connections to systems of record. No system changes required.
Ready to stop revenue leakage?
Start with a targeted assessment and get a plan to recover revenue and protect margins.
