- Revenue recognition analysis: evaluate contracts against performance obligations and compute schedules.
- Reconciliation analysis: match payments to invoices, identify variances, and propose adjustments.
- Churn and expansion analysis: segment customer movements by cohort, plan, and engagement signal.
- Forecast commentary drafting: explain variance drivers and assumption changes in plain language.
- Board update drafting: summarize ARR, net retention, and cash trends for executive consumption.
- Journal entry drafting: prepare recognition and adjustment entries with supporting evidence.
- Contract review: check renewal terms, price escalation, and clause changes against standard templates.
- Invoice review: validate line items, tax treatment, and due dates against contract terms.
- Close checklist review: confirm completeness of reconciliations, accruals, and adjusting entries.
- ARR projection: forecast future recurring revenue from pipeline, churn, and expansion signals.
- Cash flow forecast: predict collections and disbursements from invoice aging and payment patterns.
- Renewal likelihood scoring: estimate close probability for upcoming renewals based on engagement and health.