Three questions that come up every board cycle
Revenue, forecast, and cash. Each answer starts with a number your team has to rebuild by hand.
Where did the revenue go?
Leakage builds between the contract and the invoice, every billing cycle.
Contract amendments, pricing overrides, and missed escalators create leakage a standard monthly close won't surface.
Credit memos, short payments, and write-offs trace to billing errors no one has sized.
Revenue by customer differs between CRMs, billing systems, and the ERPs.
Will the forecast hold?
The further out the forecast, the less the board trusts it.
Forecast accuracy drops sharply beyond the current quarter.
Churn and renewal risk reach the forecast after the customer has already decided.
Bookings forecasts don't translate cleanly into revenue or cash timing.
Where's the cash?
Cash arrives later than the forecast says, and no one can say why.
Invoicing lags and inconsistent payment terms push collections out.
AR aging builds by customer and entity without a traced cause.
Buyers ask net working capital questions the team can't answer quickly.
Why current fixes fall short
Every system your team runs is accurate to itself. Connecting them into one reconciled record, customer by customer, from contract to invoice to cash, is the work that falls to finance.
Reconciliation lives in Excel. It holds up until a new entity, product line, or billing system arrives, and then it gets rebuilt.
BI tools report whatever the source systems hand them. When CRM and billing disagree, the dashboard inherits the disagreement.
FP&A rebuilds the reporting each cycle. By the time the pack is ready, the data is already stale, and the board's follow-up questions start another round of manual pulls.
Outside analyses answer one question at one point in time, then go stale before the next board cycle. Fixing it in-house means adding headcount or slowing the close.
One reconciled data set for the whole finance team
Chassi connects your CRMs, ERPs, billing platforms, and contracts, reconciles every customer at the line-item level, and delivers findings sized in dollars and ranked by impact.
For the CFO: Present revenue, cash, and forecast numbers that tie to source, and answer follow-up questions in the room.
For FP&A and the Head of Finance: Build forecasts and board reporting from reconciled data each cycle, with segment cuts on request.
For the Controller: Find billing errors, contract gaps, and credit memo patterns before close, each traced to the line item.
Read-only connections • No system changes • First findings in 3–4 weeks
Start with the question costing you the most
Each solution targets a specific financial or operational gap and delivers quantified findings your team can act on immediately.
Best places to start
One reconciled view of what every customer was sold, contracted, billed, and paid, so the revenue number in the board pack ties out by customer.
Compare what was booked against what was billed and collected, and recover the shortfall, sized by customer, product, and segment.
Additional ways to create value
Bookings, retention, revenue, and cash forecasts built on reconciled customer data, so the outlook holds up in the board meeting.
DSO by customer, with collections forecast from actual terms and payment history, and net working capital assessed before a buyer does.
"Chassi is giving CFOs the insight into their business to make more strategic recommendations and to play a central part in the strategy that will shape the future of the business. By allowing a CFO to connect their sales data to their finance data they are able to elicit change that is truly meaningful for the business from prioritizing resources, to identifying key segments of focus. Chassi makes the CFO role that much more versatile."
Lynn Danko
Operating Partner, K1 & TPG
Why finance teams choose Chassi
A finance-grade operating view that doesn't require your team to build it from scratch every cycle.
Every revenue metric, from ARR to renewal rate, calculated from one reconciled source each month.
Findings sized in dollars and ranked by impact, with a named owner for each.
Read-only connections and no system changes. A forward-deployed Chassi team does the data work.
Kept current through the hold period, so the numbers are ready when the board, auditors, or a buyer test them.
Can we start with one solution?
Yes. Each solution can be bought on its own. A discovery call scopes the first engagement around the question costing you the most.
Does this replace our FP&A model or BI tools?
No. Chassi gives FP&A and your BI tools a reconciled foundation to report from, so the team spends its time on analysis.
Our data is messy. Do we need to clean it up first?
No. Exception tables and a data fix list for the source systems are part of the deliverable.
How long until we see findings?
First material findings in 3–4 weeks. Customer Cube fully operational by week 6.
We aren't a SaaS company. Does this apply?
Yes. SaaS companies see ARR, NRR, and GRR. Business managed services, residential services, and industrials and manufacturing companies see contracted revenue, revenue retention, and renewal rate, calculated from the same reconciled data.
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.
