Tieout

Ties every CRM deal to its ERP invoice and flags the revenue that slipped between sales and finance.

Sample data

As of

Commission %

Load data Show

Mock datasets

Realistic exports from different system pairs, each with planted issues. All companies are fictional.

CRM deals (closed-won)

deal_id,customer,product,quantity,unit_price,amount,close_date,rep

Salesforce, HubSpot and Dynamics column names are recognized as exported.

ERP invoices

invoice_no,customer,product,quantity,unit_price,amount,invoice_date,deal_ref

NetSuite, QuickBooks and SAP exports work as-is. A deal reference is optional; without one, Tieout matches on customer, product, amount and date. Add a delivery or shipment number to tell partial shipments from duplicates.