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.
The invoice that never existed.
An opportunity closes in the CRM. The finance team exports the ERP. The two files land in the same folder, but nobody joins them. Three quarters later, audit asks for proof the revenue was billed. The opportunity is there. The invoice is not.
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.
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.
CRM exports, ERP / AR exports, Salesforce, HubSpot, NetSuite, Sage Intacct, QuickBooks.
billing completeness, invoice accuracy, AR aging, rep attribution, currency consistency, and duplicate invoice exposure
joined finding detail, exposure estimate per finding, source rows from both files, and exportable AR reconciliation artifact
Findings become Work Items, exception decisions, review queue entries, resolution history, and Govern-ready evidence.