Where the numbers break down
CFOs are accountable for three operating strategies, and all three suffer when the underlying data doesn't reconcile.
EBITDA maximization
There's a gap between what's booked, billed, and collected, but your team doesn't have the tools to pinpoint exactly where revenue falls out.
Lagging cash conversion is compounding, but O2C and P2P bottlenecks are invisible without deep visibility into the process.
AR aging spikes and credit memo patterns suggest process problems, but no one can quantify the cash impact fast enough to act.
Contract amendments, pricing overrides, and missed uplifts create leakage that doesn't surface in a standard monthly close.
Board-level alignment
Your team spends more time producing the board pack than analyzing what's in it. And when the board asks a follow-up, the answer takes a week.
ARR by segment can't be cut on the fly because the data isn't reconciled at the customer level.
GRR and NRR definitions shift depending on who's pulling the report and which system they're pulling from.
Every reporting cycle starts from scratch because there's no automated, reconciled source to build on.
Growth & retention
Churn and expansion affect revenue quality, but the signals sit in systems that finance doesn't own.
Retention is underperforming, but the drivers are buried in CRM and product usage data that never connects back to billing.
ICP was built on who closed, not who stayed, so GTM is optimizing for acquisition instead of durable revenue.
Forecast accuracy outside the current quarter is low because there's no quantitative view of customer risk at the account level.
You have the data. You don’t have the answers.
Finance teams run on no shortage of systems and reports. The problem isn't missing data. It's that no one has connected it into a single reconciled picture that traces revenue from contract to invoice to cash.
Your ERP records transactions. Your CRM records deals. But when those numbers disagree, someone on your team resolves it manually before every board meeting.
Monthly close catches large variances. It doesn't catch systematic underbilling on specific product lines or missed uplift clauses on multi-year contracts.
FP&A builds the reporting layer from scratch each cycle. By the time the pack is ready, the data is already stale, and the board's follow-up questions require another round of manual pulls.
Your team knows the numbers aren't clean. They just don't have the infrastructure to fix it without adding headcount or slowing down operations.
See the full revenue path, from booked to billed to paid
Chassi connects your CRM and ERP at the transactional level and models the full path from booked to billed to paid. The result is a finance-grade operating view that doesn't require manual reconciliation, holds up in board meetings, and shows your team exactly where to focus.
Reconciles contract-to-cash at the line-item level across every entity, product line, and segment. No manual data prep.
Surfaces revenue leakage, cash conversion bottlenecks, and reporting gaps with quantified findings ranked by impact.
Gives finance a view that connects GTM performance to financial outcomes, so you can answer the board's questions in the room instead of a week later.
Delivered in days with read-only connections and four to eight hours from your team.
The view is built from your data as it exists today. No cleanup required. No system changes.
Best places to start:
If your booked revenue doesn't match what's being billed and collected, the gap is costing you more than you think. Revenue Leakage reconciles contracts, invoices, and payments at the line-item level and delivers a prioritized recovery plan sized by product, segment, and terms.
When cash is tied up in process bottlenecks your team can't see, free cash flow suffers quietly. This assessment traces every step in O2C and P2P, models the cash impact of specific process improvements through a DSO Simulator, and ranks actions by how much cash they free up.
If your board pack takes days to produce and the numbers still shift under questioning, the problem isn't your team. It's the infrastructure underneath them. Automated Snowball streamlines ARR reconciliation at the customer level, so reporting is always current, always segmentable, and built from billing, not spreadsheets.
Additional ways to create value:
Forecast accuracy starts upstream. Pipeline Velocity tracks stage-to-stage conversion across business units, segments, and reps so your team can pressure-test the forecast before the number hits the board.
Revenue quality depends on retention, but the signals that predict churn and expansion usually sit in systems finance doesn't control. Customer Analytics connects CRM, ERP, and product usage to predict risk at the account level and deliver a ranked view of where to protect and grow NRR.
"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
Why CFOs choose Chassi
A finance-grade operating view that doesn't require your team to build it from scratch every cycle.
Reconciled contract-to-cash data at the line-item level. No more manual matching between CRM and ERP.
Every ARR, GRR, and NRR metric traces back to a single billing source of truth, so the numbers don't shift between pulls.
Read-only connections to your systems of record. No cleanup, no system changes, and four to eight hours from your team.
Findings are quantified and ranked by financial impact, so your team focuses on analysis and action instead of data production.
See where your numbers break down, and what it's worth to fix them
Walk through the platform and see how Chassi reconciles your revenue path from booked to billed to paid.
