Your revenue - finally reliable. CRM, billing and accounting reconciled automatically
Phacet rebuilds your revenue from your actual invoices, reconciles it with your CRM and billing system, and monitors your card expenses for duplicate subscriptions. When the board asks for a number, it's ready.
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2 days → 1 hour
To rebuild revenue for board reporting
60 min → 30 sec
Document extraction per contract
Cross-system coherence verified
CRM × Billing × Accounting - in one view
5–15% savings on SaaS tools
Duplicate subscriptions and unused licenses detected
Financial controls built for fast-growing companies with complex subscription stacks
In tech, revenue metrics drive everything - fundraising, board reporting, strategic decisions. But when your CRM says one thing, Stripe says another and your accounting software says a third, nobody trusts the numbers. Phacet reconciles your systems and gives you a single source of truth, so your finance team can analyze instead of reconstruct.
Your revenue in Salesforce doesn't match Stripe, which doesn't match Pennylane. When the board asks for a number, you spend two days rebuilding it. Phacet reconstructs your revenue automatically from your invoices, analyses the movements (new, expansion, churn, contraction) and reconciles with your billing and accounting systems. The number is ready when you need it.
A deal closes in HubSpot. An invoice is generated in Stripe. An entry lands in Pennylane. But do they all agree? Phacet maps entities across your three systems - client by client, deal by deal, invoice by invoice - and flags every discrepancy. Missing invoices, mismatched amounts, unreconciled entries: every gap is identified. Especially critical before a due diligence.
Nobody monitors card expenses systematically. Forgotten subscriptions, duplicate tools (three video platforms, two storage services), unused licenses. Phacet categorises your card transactions, identifies recurring subscriptions, detects functional duplicates and flags new expenses. Typically 5–15% savings on your SaaS stack.
Financial control agents built for tech companies
Frequently Asked Questions
Yes. Phacet rebuilds revenue from whatever sources you have - invoices (PDF or export), billing platform data, accounting entries. It cross-references and flags inconsistencies rather than requiring a single clean input.
Absolutely. In fact, smaller companies benefit most - the CFO is often part-time, data is scattered, and board reporting is manual. Phacet gives you the financial control infrastructure of a Series C company at a fraction of the cost.
The first agents go live within days. Invoice inbox and price list controls deliver results in the first week. Multi-site POS reconciliation typically follows within two weeks.
Absolutely. Validated payment data can be exported or synchronized directly with your ERP or accounting systems for seamless and reliable financial updates.
Phacet integrates with Stripe, Chargebee, HubSpot, Salesforce, Pennylane, QuickBooks, Qonto and Revolut. Setup takes days, not months. No migration needed.
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