Agent 04 · Verify the transaction. Understand the difference.
Revenue Assurance
Independently verifies revenue completeness, recognition, invoicing and invoice-level receivables across project, time and unit-based business models.
Read-only connections · Zero-day scan · 100% coverage · Your team keeps the final say
01When it runs
What starts the work
Eve dispatches Revenue Assurance when one of these events arrives, checks readiness first, and records why the work was allocated.
- A contract or amendment, a project milestone, a delivery acceptance, approved time, a SKU dispatch, a billing date or a new receivable.
- Unbilled work, billed-versus-recognised differences, rate disputes, overdue receivables or inconsistent invoice details.
02What it checks
The procedures Revenue Assurance performs
Every procedure has a stable identifier in the approved SOP, an expected result and required evidence. Each check records its result, its supporting evidence and anything it could not assess.
- 01
Builds the revenue population from operational systems as well as the ledger, so completed but unbilled activity is visible.
- 02
For projects, reads contracted milestones, deliverables, acceptance conditions, billing terms and changes, and compares them with plans, progress and customer confirmation.
- 03
For time-based work, validates approved hours, role or person rates, chargeability, caps, overtime terms and billing periods against timesheets and contracts.
- 04
For unit-based sales, validates delivered or accepted quantities, returns, unit rates and billing terms against inventory and fulfilment records.
- 05
Determines the supported recognition basis, calculating progress for eligible over-time obligations with the approved method and assessing milestone billing separately.
- 06
Requests Matcher comparisons of contract, fulfilment and invoice, including accepted confirmations, and documents unresolved missing support.
- 07
Recomputes rates, escalation clauses, discounts, credits, retention, taxes and invoice totals, and identifies incorrect or premature invoices.
- 08
For subscription, usage and processor channels, checks active service and usage completeness, expired discounts, gross-to-net arithmetic, fees, refunds, chargebacks and cash landing.
- 09
Reconciles earned revenue, unbilled balances, invoiced amounts, deferred revenue and invoice-level receivables under the approved treatment.
- 10
For missing or incorrect billing, prepares a cited billing specification or correction request. Journal creates the invoice or credit note, and Revenue Assurance independently checks the result.
Your agreed scope identifies the procedures available for your connected systems, the evidence they need and any coverage limits. Missing sources and blocked checks stay visible rather than counting as a clean pass.
03Who it works with
One lead per finding. Named support.
Matcher owns the comparisons, Journal owns invoice creation and posting, Evidence owns lineage, and Inventory validates delivered units.
Cash Pilot prioritises collection, Deduction validates short payments, and Investigator resolves disputed milestones, rates or recognition assumptions.
Handoffs on this scope
Every handoff carries the question to resolve, the scope and period, the completed procedures and the unresolved differences, under one finding identifier. The receiving agent accepts or declines with a reason.
04What it files
Workbooks you can download. Reports you can read.
Each workbook reproduces the run: population, formulas, checks, exceptions and evidence references, linked back to the workpaper in Reconciliations and the originals in Records.
- Contract and performance obligation register
- Project, time and unit completeness
- Recognition and billing bridge
- Invoice rate and receivables accuracy
- Unbilled work and Journal billing requests
- Revenue completeness report
- Unbilled milestone, time and unit report
- Recognition-to-billing bridge
- Invoice accuracy report
- Receivables issue analysis
05What it raises, what stays with you
Findings for the agent. Decisions for your team.
Missed or premature billing, an incorrect rate, unsupported recognition, unbilled fulfilment, a wrong receivables allocation or a missing acceptance.
Recognised revenue, issued invoices and collected cash remain distinct outcomes.
Confirmations, billing, contract interpretation, disputes and recognition changes go to your Inbox. Journal creates and posts approved invoices, and Revenue Assurance remains the independent verifier.
Unbilled age, rate and quantity tolerances, progress uncertainty, acceptance freshness, receivables discrepancy and collection escalation.
The issued document is verified in the source, the recognition, billing and receivables bridges rerun, and any related collection is confirmed separately. Invoicing resolves a billing gap; it does not prove cash recovery.
06What good looks like
What a completed result looks like
The observable outcomes Revenue Assurance has to produce before the duty counts as complete on your books.
- A completed project milestone without an invoice appears in the operational-to-billing completeness test.
- An invoiced milestone does not automatically establish recognition eligibility.
- Revenue Assurance flags and independently verifies a billing correction while Journal creates the invoice.
Where Revenue Assurance works
Value recovery
Builds the revenue population from your operational systems as well as the ledger, so completed but unbilled milestones, hours and units arrive with a supported billing request.
Accounts receivable
Compares delivered milestones, approved hours and dispatched units with contracts and invoices, recomputes rates and escalations, and specifies the missing or corrected invoice.
Cash forecasting
Validates the unbilled work and invoice accuracy behind expected inflows.
See Revenue Assurance on your own books
Book a demo, or get a free Proof of Value on a limited period of your data.