RevenuePilot

Revenue assurance and recovery

The revenue platform for finance teams who want money back, not more dashboards

Find the leak. Prove the amount. Prepare the fix. Track the recovery. Identified revenue and recovered cash are never confused.

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  1. 01

    Find

    Deterministic rules compare contracts, invoices, payments, CRM deals, discounts and renewals to surface possible leakage.

  2. 02

    Prove

    Each finding shows its source records, calculation, alternative explanations and what evidence is missing.

  3. 03

    Fix

    Prepare corrected invoices, reminders and approval requests. Nothing executes without an authorized human.

  4. 04

    Recover

    Cash counts as recovered only when a source record confirms receipt and it is matched to a case.

  5. 05

    Learn

    Record root causes so recurring leakage points to the process that needs fixing.

Where revenue leaks

  • Work completed but never invoiced
  • Invoices that differ from contract pricing
  • Discounts outside approval rules
  • Missed renewals and notice deadlines
  • Failed payments and unresolved receivables
  • Closed-won deals that never became invoices

Built for trust

  • Financial arithmetic is deterministic and reproducible; AI never calculates amounts
  • Every finding links to source records and a transparent calculation
  • Role-based approvals; AI output cannot authorize an action
  • Organization-isolated data with Row Level Security

Capabilities

One workflow from detection to confirmed recovery.

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Leak Detection

Rule-based detection across unbilled work, contract-to-invoice gaps, pricing, discounts, subscriptions, renewals, receivables, CRM handoffs and billing adjustments.

Evidence & Investigations

Expected versus actual values, the calculation, source records, alternative explanations, reviewer comments and a status history for every case.

Contract Intelligence

Upload PDF, DOCX or text contracts. Terms are extracted with source quotes, stay provisional and require human validation.

Invoice Reconciliation

Invoice-to-contract and payment-to-invoice matching with confidence scores, duplicate detection and ambiguity flags.

Discount Guard

Configure discount thresholds and monitor exceptions against documented approvals. Monitor mode today.

Renewal Intelligence

Notice deadlines, lapsed renewals and renewal pricing checks, with draft notices.

Recovery Workspace

Draft, approve and record corrective actions, then track confirmed cash and outstanding balances without double counting.

Executive Reports

Evidence-backed reports with editable sections and CSV export.

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How it works

Every step is attributable, permission-controlled and reproducible.

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  1. 1. Import

    Upload CSVs for invoices, payments, contracts, CRM deals and more. Map columns, review validation and duplicates, then confirm.

  2. 2. Detect

    Run deterministic rules. Findings start as unverified potential leakage with a transparent calculation.

  3. 3. Review

    Inspect source records and alternative explanations. An Owner, Administrator or CFO verifies, rejects, or requests more evidence.

  4. 4. Correct

    Prepare a draft correction, submit it for approval, and record execution by an authorized user.

  5. 5. Confirm recovery

    Record confirmed receipts against the case. Recovered cash, outstanding balances and recovery rate update without double counting.

  6. 6. Report

    Generate executive reports from the same validated numbers.

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Integrations

CSV import is available now. Native connectors are listed with their honest status.

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CSV imports

Available

Invoices, line items, credit notes, payments, subscriptions, CRM deals, contract registers and pricing schedules, discount approvals, renewals, accounts receivable, work and milestones.

Contract uploads

Available

PDF, DOCX and text contracts; extraction needs GEMINI_API_KEY. Scanned PDFs need OCR, which is not implemented.

Stripe

Not yet available

Invoices, subscriptions, charges and failed payments.

QuickBooks

Not yet available

Invoices, credit memos and payments.

Xero

Not yet available

Invoices, credit notes and payments.

HubSpot

Not yet available

Companies and closed-won deals.

Salesforce

Not yet available

Accounts and closed-won opportunities.

Pricing

Three plans. Feature entitlements and usage limits are configured per plan; nothing here promises quotas that have not been set.

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Starter

$47 / month

For smaller businesses starting to find and investigate revenue discrepancies.

  • CSV imports
  • Leak detection with transparent calculations
  • Evidence & investigation view
  • Recovery tracking
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Professional

$57 / month

For teams needing broader reconciliation, contract intelligence and workflow support.

  • Everything in Starter
  • Contract intelligence
  • Invoice reconciliation
  • Corrective action workflow
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Enterprise

$97 / month

For organizations needing broader coverage, team permissions and executive reporting.

  • Everything in Professional
  • Team roles & permissions
  • Executive reporting
  • Advanced workflow capabilities
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Subscribe from Usage & Billing after creating your organization. Paid access is activated only after the payment provider confirms the subscription.

Privacy and security practices

Described as implemented. RevenuePilot does not claim third-party certifications.

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Organization isolation

Every tenant-owned table carries an organization id and is protected by Postgres Row Level Security. Organization is derived from your session, never from client input.

Role-based permissions

Seven roles control who can import, verify, approve and execute. A read-only executive cannot execute actions or change discount rules.

Secrets stay on the server

Gemini, service-role and integration credentials are never sent to the browser.

AI boundaries

The model has no database or shell access. Financial amounts are computed by deterministic code. Uploaded text is treated as untrusted data and AI output cannot authorize any action.

Private documents

Uploaded contracts are stored in a private bucket scoped by organization.

Audit trail

Status changes, approvals, executions and recovery events are recorded with the acting user.

Deletion

Owners can delete an organization and its data, and administrators can revoke member access.

Start with a CSV. See your first finding today.

No integration required to get value. Import invoices and contracts and RevenuePilot shows the evidence behind every number.

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