Quote-to-Cash With No Revenue Leakage
Fintech, Revenue & ComplianceFintech · Revenue Operations

Quote-to-Cash With No Revenue Leakage

Client: Confidential Client · Industry: Fintech, Revenue & Compliance

  • Fintech
  • CPQ
  • Billing
01Overview

Every pricing change. Propagated in real time.

We built an AI-native CPQ and billing platform that unifies pricing, quoting, usage-based billing, invoicing and revenue recognition in one engine — eliminating the revenue leakage that happens when sales and finance operate in separate tools.

The platform meters down to individual tokens and API calls, making it a revenue engine that can handle AI and SaaS usage-based pricing with the precision those models require.

02The Challenge

Revenue leaked between what sales quoted and what finance billed.

Pricing lived in spreadsheets. Billing ran on a separate tool. Every time pricing changed, someone had to manually update both — and the gaps between them were where revenue disappeared. For AI companies with token-based and API-call-based pricing, the problem was worse: no legacy billing tool had the metering granularity to handle it.

The result was systematic revenue leakage that showed up only at reconciliation — by which point it was too late to recover.

03What We Built

One engine. Quote to cash. Token-level metering built in.

01
Unified Pricing & Quoting Engine

Pricing rules, discount logic, approval workflows and quote generation all run from a single engine — so what sales quotes is always what finance will bill.

02
Token & API-Call-Level Metering

Usage-based billing metered down to individual tokens and API calls — the granularity required for AI products, SaaS consumption models and any usage-tied pricing.

03
Real-Time Quote-to-Cash Propagation

Every pricing change propagates across the full quote-to-cash chain in real time — no manual updates, no synchronization lag, no reconciliation gaps.

04
Multi-Currency & Revenue Recognition

Native multi-currency support with automatic revenue recognition rules — GAAP-aligned, audit-ready, without a separate accounting integration.

05
CRM & ERP Integration

Connects into existing CRM and ERP systems so sales and finance work in their own tools — with the billing engine handling synchronization automatically.

04Impact

Revenue leakage eliminated. Real-time across the full quote-to-cash chain.

0

Revenue Leakage

Unified quote-to-cash engine eliminates the gaps between sales pricing and finance billing — systematically, not on a case-by-case basis.

Real-Time

Pricing Propagation

Every pricing change reflected across quotes, invoices and revenue recognition simultaneously — with no manual steps.

Token-Level

Usage Metering

Granularity down to individual tokens and API calls — making AI and consumption-based pricing accurate for the first time.

0

Revenue Leakage

Real-Time

Quote-to-Cash

Token-Level

Metering

Multi-Currency

Audit-Ready

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