Use case · Finance Ops and AR teams
Verify that every closed deal got billed — without touching either system.
Every Closed-Won opportunity should have a corresponding invoice. Most companies verify this manually — once a quarter, in a spreadsheet, after the discrepancy has already aged.
Finance Ops and AR teams
The invoice that never existed.
COMPARE
THE SEAM
THE SEAM
CROSS-SYSTEM MISMATCHClosed-Won in CRM, no matching invoice in ERP, billed later than the close date.
AR risk pattern
A closed opportunity is not the same as a billed one.
OrgDrift joins CRM opportunities to ERP invoices on the shared opportunity ID, then checks amount, date, rep, currency, and status — nine controls across eligibility, accuracy, and payment.
Common signals
Closed-Won with no invoiceGhost invoiceInvoice amount does not matchLate billing — revenue recognition gapDuplicate invoiceOverdue ARSales rep attribution driftCurrency mismatch on invoice
Evidence path
From mismatch to artifact.
Not just a dashboard.
OrgDrift verifies the source values, shows where propagation broke, and turns the result into evidence your operators, reviewers, and control owners can use.
Systems involved
CRM exports, ERP / AR exports, Salesforce, HubSpot, NetSuite, Sage Intacct, QuickBooks.
01
Verify
billing completeness, invoice accuracy, AR aging, rep attribution, currency consistency, and duplicate invoice exposure
02
Evidence
joined finding detail, exposure estimate per finding, source rows from both files, and exportable AR verification artifact
03
Remediate
Findings become Work Items, exception decisions, review queue entries, resolution history, and Govern-ready evidence.
What the proof contains
The finding has to explain itself.
Unbilled opportunity count
Amount mismatch exposure
Late billing gap (days)
Duplicate invoice flag
Overdue AR aging