Trace a customer from commercial terms to cash and the ledger.
Definite maps contracts, CRM records, invoices, settlements, and ledger entries into one relationship model so a configured workflow can surface missing links, conflicting values, and items that need finance review.
Bring one billing workflow- 01LINKED
Commercial terms
CT-104
$48,000
- 02LINKED
CRM opportunity
DL-104
$48,000
- 03LINKED
Billing invoice
INV-2301
$48,000
- 04LINKED
Bank settlement
PAY-775
$48,000
- 05MISMATCH
ERP receivable entry
JE-920
$47,500
Surface the break without losing the chain.
The linked records provide the context for the exception. Both values and their sources remain visible while finance decides whether the difference is expected or needs action.
The commercial terms, CRM opportunity, invoice, and settlement each retain their own source lineage while participating in the mapped customer relationship.
ERP receivable amount differs
Decide what counts as an exception.
The workflow uses deterministic rules for the relationships, amounts, and dates finance needs to inspect. Unsupported cases remain open.
- Check
- Expected record is missing
- When the rule is not satisfied
- A contract, invoice, payment, settlement, or entry expected by the mapped relationship is absent.
- State
- OPEN
- Check
- Amount or date differs
- When the rule is not satisfied
- Related records do not satisfy the configured value or timing rule.
- State
- REVIEW
- Check
- No unique linked open item
- When the rule is not satisfied
- A payment cannot be related to exactly one valid open item under the configured rule.
- State
- UNRESOLVED
Bring one billing or revenue exception that crosses too many systems.
We map its commercial records, financial records, relationship checks, and review path around your process.
Show us the billing workflow