Run a health check on your billing process
A self-assessment to understand the strength of your billing, revenue recognition and CRM-to-ERP integration.
Is your billing setup built for scale – or just patched together to survive? This health check helps you quickly spot the real costs, gaps and workarounds hiding inside your billing, revenue recognition and CRM-to-ERP workflows.
It covers 7 core areas of your finance architecture:
- Business impact assessment – whether your current billing setup is creating friction across finance, operations and customer experience
- Opportunity costs – whether fragmented billing architecture is quietly draining margin and delaying growth
- Commercial structure and CRM capabilities – whether your ERP can support complex deals sold in the CRM without manual rework
- CRM to ERP data and invoicing capability – whether contract and billing data flows cleanly between systems without duplicate records
- Revenue recognition automation – whether your current setup supports accurate revenue tracking and ASC 606 or IFRS 15 compliance
- Financial control and audit readiness – whether your current billing process is exposing you to compliance risks
- Scalability & process automation – whether your billing setup can support growth without adding manual effort or headcount
At the end, you’ll get a score showing if your setup is built for growth – or if it’s time to rethink billing and revenue recognition across your systems. Download now.
