Check ERP / CRM / Billing consistency
Cross-check numbers between your ERP, CRM and billing system. Find the source of truth.
Introduction
Revenue in the CRM doesn't match billing, which doesn't match accounting. No one knows which number is right. In board meetings or due diligence, it's a credibility problem.
Phacet imports data from all three systems (CRM deals, billing records, GL entries), maps entities (client/deal/invoice/entry) and reconciles the numbers. It identifies every discrepancy with its root cause: missing credit note, unbilled deal, misposted entry.
When to use this Phacet
Built for CFOs, part-time CFOs or controllers who want to:
• Understand why numbers diverge between CRM, billing and accounting.
• Have a single source of truth on revenue, reconciled and auditable.
• Identify root causes of discrepancies (missing credit note, unbilled deal, misposted entry).
• Prepare board reporting or due diligence with credible numbers.
AI skills involved
Automatically pull key data points from your documents
Phacet identifies and extracts the fields that matter — invoice numbers, amounts, due dates, IBANs, supplier references, VAT codes, contract terms — even from unstructured or inconsistent documents. Data comes out clean and ready to use in the next step.
Automatically match your data across files, tools and systems
Phacet cross-references your data across sources - invoices vs. payments, POs vs. receipts, bank lines vs. GL entries, CRM deals vs. billing records. It tells you exactly what matches, what's missing, and what's off. No VLOOKUP, no manual comparison.
Validate every line against your rules, thresholds and references
Define your rules once - negotiated prices, spending caps, expense policy, contract conditions, approval thresholds - and Phacet applies them to every single row, every time. Every discrepancy is flagged with the exact reason, ready for review.
Spot duplicates, outliers and suspicious patterns in your data
Phacet scans your full dataset to surface what shouldn't be there - duplicate payments, abnormal amounts, unknown suppliers, unusual timing patterns, RIB changes. It catches what rules alone can't predict, without requiring you to define every possible scenario upfront.
Get notified on what matters and share results without manual work
Phacet sends alerts the moment a threshold is crossed or an anomaly is detected by email, Slack or in-app. It also generates summaries, dashboards and structured exports ready to send to your ERP, your team or your management. Results reach the right people at the right time, automatically.
Business impact
Single source of truth on revenue
One figure, reconciled across three systems. No more unexplained gap between what sales, billing and accounting report.
Root causes identified, not just discrepancies
Phacet doesn't just flag gaps — it identifies why: missing credit note, unbilled deal, recognition timing.
84% time savings on reconciliation
From 1-2 days per month to 1-2 hours. The reconciliation is automatic; you only handle exceptions.
Integrated with everything
Steps to get Started
Import your CRM exports (deals won)
Billing (issued invoices) and accounting (revenue GL).
Phacet identifies common entities
Customer, deal, invoice, entry — figures reconciled across all three sources.
Each gap is explained
Missing credit note, unbilled deal, timing, wrong allocation — you know exactly what to fix.
Address identified discrepancies
Correct in source systems, share the coherence matrix with your team or investors.
Unlock your AI potential
Do more with your existing resources using tailored AI solutions.
Frequently Asked Questions
Salesforce, HubSpot, Pipedrive, Sellsy, and any CRM exporting its deals in CSV.
No. Phacet works with 2 sources (e.g. billing + accounting). The third adds an extra level of control.
Phacet uses matching by name, email or unique identifier. Ambiguous matches are surfaced for human validation.
Yes. Phacet identifies gaps related to revenue recognition timing and distinguishes them from actual discrepancies.
Yes. The coherence matrix and audit trail are exactly what an investor or auditor asks for.
