Case study · Global SaaS client
Deferred revenue analysis: 80 hours to under 2.
A global enterprise software company automated its deferred revenue reconciliation, fixed its GL data and brought retention analysis in-house.
97%Less time on deferred revenue analysis
100%GL data accuracy, up from 20%
40XProductivity on key processes
The challenge
Where they started
The finance team spent around 80 man-hours every month on deferred revenue analysis across multiple entities. GL data was only about 20% accurate, and retention analysis depended on a third-party reporting provider.
Power BIDAXPower QueryExcel
What was built
What changed
- An automated deferred revenue reconciliation in Power BI, with live visibility across entities
- GL data cleansed and validated at the source, taking accuracy from 20% to 100%
- Retention analysis brought in-house and live, ending the third-party dependency
- A live receivable aging view: DSO, late payments and collections by region
- Expense monitoring running in Power BI
"We were drowning in deferred revenue complexity across multiple entities. Ben built a fully automated reconciliation in Power BI that gives us live visibility and cut our analysis time by 97%. It's been a complete game-changer for our audit process."
Controller, Global SaaS Company
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