Expense Tagger
Match expense descriptions to your chart of accounts and get suggested categories, confidence scores, and exceptions to review.
Application
Rev Rec
Turn contract terms and billing details into revenue-recognition schedules and deferred-revenue summaries for finance review.
For SaaS finance teams and CFOs managing $500K+ ARR.
What you provide
- Contract value, start date, end date, billing type, and contract identifiers
- Billing events or subscription-system context from sources such as Stripe or Chargebee where connected by the customer
- Recognition period and performance-obligation context needed for finance review
What you get back
- Monthly recognition schedules with recognized amount and deferred balance by period
- Recognized and deferred revenue summaries finance can compare against accounting exports
- Revenue-recognition flags or anomalies that need accounting review
Example workflow
How a team might use it
A SaaS finance lead reviews annual upfront contracts before month-end close. Rev Rec receives contract value, dates, and billing type, returns a monthly recognition schedule and deferred balance, and the finance team compares those outputs against its accounting workflow before reporting.
Connect to your workflow
Use REST/JSON to send inputs and retrieve results from your application. Read-only MCP is available for supported services. Your team reviews the results and controls actions in its own systems.
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