Revenue leaks at the quote. Lock it to NetSuite before it signs.
We connect Salesforce CPQ to NetSuite and enforce the terms in between: no discount below its floor, no CPI escalator left out, no metered usage that never reaches an invoice.
We review 50 of your signed contracts and return, line by line, what they are leaking.
Why one-off audits fail
A one-off audit is archaeology. It arrives sixty days after signature, finds the discount nobody approved and the escalator nobody applied, and hands you a bill to send a customer who has already budgeted, already onboarded and already told their board the number. The finding is correct. It is the conversation it forces that loses the account.
Guardrails run the same arithmetic before the quote goes out. The discount floor holds while the deal is still being shaped, the escalator is written into the schedule rather than remembered later, and the usage that would have slipped past billing is intercepted in the month it happened. Nothing is recovered, because nothing leaked. Revenue protection is a control, not a report.
Three control points, from quote to invoice
Revenue is protected at three control points: before signature in Salesforce CPQ, at conversion into NetSuite billing schedules, and monthly against actual usage.
Pre-signature CPQ intercept
Salesforce CPQ is intercepted before the document is generated. A discount below its approved floor, or a contract carrying no indexation clause, never reaches a quote: it stops with the rep, while the terms can still change.
Contract-to-NetSuite schedule sync
Multi-tier amendments are translated into native NetSuite billing schedules through SuiteTalk. What was negotiated is what gets billed, on the dates it was negotiated for.
Continuous metering and overage reconciliation
Each month, product telemetry is reconciled against the invoices actually issued. Usage above the committed tier surfaces as an overage in the period it occurred, not as a back-bill two quarters later.
One-off audit consulting against a real-time gatekeeper
The difference between a one-off audit and a real-time control is not what they find, but when they find it.
| Traditional one-off audit consulting | Real-time CPQ-to-NetSuite gatekeeper | |
|---|---|---|
| Intervention point | Day 60, after signature and after the first invoice has gone out. | At the quote, before the document is generated and while terms can still move. |
| Customer goodwill | Spent. Every finding becomes a back-bill against a budget the customer has already set. | Untouched. The customer is never asked to pay for something they were not billed for. |
| Longevity and retention | The engagement ends with the report. The leak reopens with next quarter's quotes. | The control stays on. Every new quote passes the same checks as the last one. |
| Data workflow | A one-time export, reconciled in spreadsheets, outside both systems. | Salesforce CPQ and NetSuite reconciled continuously, inside the systems of record. |
| Margin quality | A one-time recovery, recognised once and gone from the quarters that follow. | Margin that never leaves the P&L, quarter after quarter. |
The 14-day forensic audit
- Days 1-3
Secure ingestion
You provide 50 signed contracts and a 12-month billing export. Both are ingested over an encrypted channel, with nothing re-keyed.
- Days 4-10
Algorithmic reconciliation
Each contract is parsed, then reconciled line by line against what was actually billed: discount floors, CPI escalators, committed tiers, amendment dates.
- Days 11-14
Board-ready variance report
One document your board can read as it stands: every variance found, what it is worth, and which of them recur.
- Day 15 onward
Continuous gatekeeper activation
The same checks move upstream into Salesforce CPQ and run on every new quote. The report never needs writing twice.
Frequently asked questions
- How is this different from a contract audit?
- An audit looks backwards and produces a finding; the control looks forwards and prevents the gap. Both find the same things — one after signature, the other before.
- What if a rep has a legitimate reason to go below the floor?
- The discount is stopped, not forbidden: it goes to approval instead of going unnoticed. The control makes the decision explicit; it does not make it for you.
- Do the 14 days include going live?
- No. The 14 days cover the audit and the report. Activating the continuous control starts afterwards and is scoped separately.
The logical next step
The quote is only one of the places revenue escapes.
Request the 14-day audit
Four fields. We reply with a scoping slot and the list of files we need. Nothing is charged before you have seen the scope.
How your documents are handled
- SOC 2 Type II certified.
- GDPR compliant, processing agreement available on request.
- TLS 1.3 in transit.
- Zero data retention: contracts are processed in memory and never stored.
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