Industry

B2B software

Renewal evidence—not billing alone—determines whether close can advance.

What this helps you do

From the financial question to a clear next move.

The problem: Signed terms, service performance, invoices, collections, and entries answer different questions at close.
When it matters: Month-end cutoff, renewal, contract change, usage true-up, or material aged receivable.
What TallyUp does: Agreement and obligations; service or usage evidence; invoice and collection; recognition review; exception packet; human disposition.
What it looks at: MSA, order form, renewal terms, service or usage records, acceptance, invoices, entries, AR, and cash receipts.
What you decide: Recognize, defer, hold for evidence, correct the relationship, or leave close blocked.
What improves: Unsupported revenue held; missing evidence; cutoff age; AR exposure; blocker resolution time.
A fair question: Billing already creates schedules. The job here is the reviewable terms-to-performance-to-decision thread.

Fictional example—not a customer

These example values show how the workflow behaves without implying a customer result.

What happened: August has $128,000 revenue under review and $74,200 AR over 60 days.
What needs attention: Two renewal acceptance records are missing.
What supports the review: MSA, order form, renewal terms, service or usage records, acceptance, invoices, entries, AR, and cash receipts.
What the person decides: The controller holds revenue and the commercial leader supplies a collection plan.
What happens next: Close stays blocked without claiming complete source automation.

More industries and operating contexts

B2B software

Choose the financial question you want to see. We will shape the walkthrough around that work and the people responsible for it.