Case Study · Revenue Operations
Financial Management and Project Revenue Automation
From spreadsheet chaos to real-time revenue clarity.
375
Hours reclaimed per year
70%
Faster month-end reconciliation
127%
ROI in year one
The Client
An agency with recurring and project revenue. Founder plus account managers. Fractional finance support. Internal database and shared spreadsheets. Industry: Professional Services. Timeline: 8 months.
The Problem
The founder was the only reliable source of revenue truth. A manual spreadsheet tracked every account, every expected payment, and every mid-month change. It worked only because the founder lived in it for hours each day.
Account managers could not see portfolio performance without asking for updates. Finance could not trust one place for current numbers. Forecasts existed only as snapshots of yesterday.
What We Built
A Revenue Hub for unified data, automated updates, and proactive reporting:
- Single source of revenue truth — accounts, services, contracts, rates, invoices, and collections in one place with ownership and version history.
- Automated ingestion and reconciliation — connectors pull changes from CRM, invoicing, time entries, and calendar events. A rules engine aligns records and flags timing mismatches.
- Forecasting and portfolio views — forward-looking views by account and account manager show expected revenue against goals for the next 60 to 90 days.
- Daily and weekly executive reporting — daily snapshots show revenue added, revenue at risk, and collection status.
- Ops Navigator — ask plain language questions and approve smart cards to send nudges or adjust targets.
The Results
- Founder no longer spends hours every day maintaining a spreadsheet
- Account managers see portfolio performance without asking for updates
- Finance reconciles month-end in half the time
- Forecast accuracy lands within 5 to 10 percent
- Weekly reviews focus on actions instead of collecting numbers
Want revenue clarity without living in a spreadsheet?
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