CRM ↔ billing reconciliation

Find the revenue you sold but never billed.

Revseam checks your CRM against your billing system and shows, in dollars, what was sold and not billed, billed and not in the CRM, canceled but still counted, or about to renew with no deal.

Run the sample scan Scan your exports
Runs in your browser. Nothing is uploaded.
Works with exports from
  • Salesforce
  • HubSpot
  • NetSuite
  • Stripe
as of 2026-10-15

A fictional B2B SaaS company. 13 CRM accounts, 14 deals and 12 billing subscriptions, exported the same way you would export yours. Every name and number is made up.

What it checks

Eight checks, each from a real incident.

Every check comes from something we saw go wrong while implementing Salesforce, HubSpot and NetSuite for US companies. Each finding has a dollar value and the record IDs behind it.

How it works

Three exports. One number.

Step 1

Export

Pull accounts and deals from Salesforce or HubSpot, and subscriptions from Stripe, NetSuite or QuickBooks. A standard report is enough.

Step 2

Drop

Drop the three CSVs on this page. We match billing customers to CRM accounts by ID, then by email domain.

Step 3

Read

See the dollars at risk, check by check, with the record IDs to fix and a suggested fix for each one.

Privacy

Your data never leaves your browser. The scan runs on your computer, inside this page.

  • No upload, no account, no storageFiles are read by this page only. Close the tab and they are gone.
  • Check it yourselfOpen your browser's network tab while the scan runs. You will see no request with your data.
  • Minimal dataIDs, amounts, dates and statuses are enough. Leave out contact names and emails if you prefer.
  • Read-only, alwaysThe monitor connects with read-only access. It never writes to your CRM or billing system.
Next: the monitor

The scan finds what already leaked. The monitor catches it the day it happens.

  • The same checks, every day, on live data
  • Alerts in Slack and email, with the dollar value and the record to fix
  • Read-only connections to HubSpot and Stripe. Salesforce, NetSuite and QuickBooks are next
  • A weekly summary for finance and RevOps

We are onboarding a small group of design partners. If the scan found something, we would like to talk.

Example alerts · sample data
#revops-alerts08:02
Sold, never billed · $30,000
Northwind Labs closed-won 35 days ago. No subscription or invoice in billing.
#revops-alerts08:02
Possible double billing · $21,600/yr
Harbor Hotels Group has 2 active subscriptions for the same base plan.
email · weeklyMon
Renewal in 46 days, no deal
Summit Dental Group ($18,000 ACV) has no open renewal opportunity.