Contracts & profitability
What every customer is really worth.
Find work that was delivered but never invoiced, billing gaps and unusual charges, work out the root cause, then track the recovery all the way to cash.
A scan compares what was delivered with what was invoiced, order line by order line, after netting credit notes. Each gap becomes a case with an owner, a history and an approved amount.
Each gap found becomes a case with an owner, a history and an approved amount.
The recovery planner breaks a case into steps with owners and due dates. Recovery performance keeps four figures apart and never mixes them: found, approved as recoverable, invoiced and collected.
Billing controls run checks before an invoice is approved or issued, and the anomaly early warning flags a charge that is unusual for that customer and item. The root-cause investigator turns a cause into a corrective task.
Revenue at risk shows which receivables are exposed and why, without counting any invoice twice.
All included from the Advanced AI Plus pack.
What every customer is really worth.
Quotes, orders, invoices and approvals.
A finance assistant that asks before it acts.
Book a 30-minute demo and see Cortex Ledger with your own questions.