Reconciled p.14
Net revenue retention: Q2 close
109% latest close
Use case
Revenue operations
Model pipeline, bookings, churn, and net revenue retention against actuals that are already reconciled to the ledger, so revenue operations and finance stop arguing about whose number is right.
Pipeline & bookings
Churn & retention
Definitions library
Trust chain
Built on revenue metrics already reconciled from
- PDF filings
- Bank statements
- ERP exports
- ZATCA e-invoices
- Excel schedules
RevOps and finance today
A revenue metric that isn't reconciled is a rumor with a chart around it.
01
CRM and ledger disagree
Pipeline and bookings live in the CRM; churn and net revenue retention live in a spreadsheet finance closes separately, and the two never quite tie out.
02
Definitions drift apart
"Churn" means one thing in the CRM and another once the reconciled ledger closes, so every QBR opens with a definitions argument instead of a decision.
03
Scenarios run disconnected
A renewal or expansion scenario gets tested in a copy of a spreadsheet, disconnected from the actuals finance already reconciled.
04
Nobody can trace the number
By the time a revenue metric reaches the board deck, nobody can say which system (or which version of it) the number actually came from.
One definition, every dashboard
Pipeline, bookings, churn, and net revenue retention are defined once in the governed definitions library, so the number means the same thing in revops and in finance.
Grounded answers, not guesses
Ask the Analyst agent about a metric in plain language and get a response that cites exactly the actuals and calculation it came from.
Traceable to the transaction
Drill from any revenue metric on a dashboard straight to the source document and the reconciliation check that confirmed it.
Key features
Built for connected revenue operations planning
Pipeline
Bookings
Churn
NRR
Expansion
Win rate
Renewal-rate scenario
"What if renewal rate drops 4 points?"
NRR, recomputed 104%
Why did NRR dip in Q3? Which segment drove the churn? Show pipeline coverage by region
Where the agents work
Powered by AI
AI that works inside the reconciled model: every answer, every scenario, and every query stays grounded in the same governed numbers and citations.
Ask in plain language
The Analyst agent answers questions over your model and its cited actuals, in the vocabulary revops already uses.
Model what changes next
The Modeler agent builds and edits scenarios from a plain-language brief, without leaving the reconciled base case.
Query it like data
The MCP server gives other tools programmatic access to the same governed model, under the same permission and citation rules.
Not a rating. A chain.
Every revenue metric in this model can show its own proof.
- 1 Filed
- 2 Extracted
- 3 Reconciled
- 4 Cited
- 5 Exported
Reconciled p.7
Pipeline coverage: enterprise segment
3.4× latest close
Reconciled p.11
Logo churn: SMB segment
2.1% latest close
Keep exploring
Discover more use cases
Sales forecasting
Bookings and revenue actuals feed one forecast that sales and finance both read from, no separately-maintained export.
See it in actionAccount scoring & segmentation
Segment definitions live in one library and carry the same reconciliation and lineage as any other modeled metric.
See it in actionRevenue growth management
Pricing, discounting, and mix scenarios recompute against the same reconciled revenue base this metric set is built on.
See it in actionFurther reading
Article
Closing the loop between revenue operations and finance
Pipeline, quota, and comp usually run in a system finance has to reconcile by hand at month end. Tying both to the same ledger closes that loop.
Read the article GlossaryNet revenue retention, defined
What NRR measures, why it compounds, and why reconciling the underlying billing data matters more than the formula.
Read the definition GuideThe financial data reliability layer: a primer
What a reliability layer is, why AI finance tools need one, and how to evaluate whether a system actually has it.
Read the guide Live demoSee a revenue model reconciled live
A guided walkthrough of pipeline, bookings, churn, and NRR built from a sample of your own data: reconciled, cited, and ready to share.
Book a walkthroughFrequently asked
Questions about revenue operations.
What counts as a "reconciled" RevOps metric here?
Pipeline, bookings, churn, and net revenue retention are defined once in the governed definitions library and computed by the deterministic engine against actuals already reconciled to the ledger, not a separate revops export nobody else can check.
Does this replace our CRM or BI tool?
It sits on top. CRM exports, ERP data, bank feeds, or a plain Excel/CSV/PDF upload flow in and get normalized into one chart, so revops dashboards read from the same governed model rather than a duplicate pull.
How does a renewal or expansion assumption change the numbers?
State the assumption in plain language (a renewal-rate shift, an expansion-rate change) and the deterministic engine recomputes every dependent line against the same reconciled base case, the same way every time.
Can revops just ask a question instead of building a report?
The Analyst agent answers plain-language questions over the model and its cited actuals: retrieving the figures, running the calculation, and citing exactly what it computed from.
Who can see sensitive revenue and comp-adjacent figures?
Role-based access and per-organization isolation keep the model shared but scoped, so revops and finance both read from the same governed numbers without over-exposing what either team should not see.
Can another tool query these metrics programmatically?
The MCP server gives developer and programmatic access, so internal tools and other AI systems can query the governed model under the same permission and citation rules as the UI.
Get started
See your own revenue metrics, reconciled.
Book a walkthrough and we'll build a pipeline, bookings, churn, and NRR view from a sample of your own data: reconciled, cited, and ready for revops and finance to share.