• 🔴 Do invoices stay unissued because records in CRM/ERP don’t reconcile?
    We reconcile exports from CRM/ERP/billing and surface missing billable items.
  • 🔴 Do duplicates and slow status updates distort ARR/MRR and forecasts?
    We deduplicate entities and enforce clean state transitions in the data.
  • 🔴 Are dashboards “green”, while cash still lags and no one has proof why?
    We produce a CFO-ready leakage report using system logs and exports only.
🔴 Are your dashboards “green” while cash in still lags?
We align CRM/ERP/billing exports to reveal the gap - no banking data, no gateways.
🔴 Do teams debate numbers instead of collecting cash?
We make discrepancies explicit in data and logs so finance can act without tech guesswork.
💯 Practice Areas
ADG’s Revenue Leakage Audit analyzes exports from CRM/ERP/billing and system logs to detect duplicates, late stages and anomalies.

We deliver a prioritized recovery list and lightweight data fixes. No access to banks, gateways or funds.

What the client gets:
🔸 Quantified leakage with CFO-ready evidence.
🔸 A prioritized cash-recovery plan from CRM/ERP/billing data.
🔸 Cleaner data and faster invoicing.
🔸 Fewer cross-team disputes thanks to log-based, export-based proof.
🔸 A control loop without any bank integrations.
ADG does not access bank accounts, payment gateways or client funds.
We work strictly with CRM/ERP/billing exports and read-only APIs, prefer client-controlled storage, and remove working copies after delivery.
How It Works
Ingest & Define
We ingest approved exports or read-only API pulls from CRM/ERP/billing and agree on the core identifiers and state machine that represent revenue flow. The goal is a clear, testable path from opportunity to invoice without touching any banking data.
Normalize & Reconcile
We clean and normalize entities, deduplicate customers and deals, and rebuild joins so each booking is traceable to a single invoice record. This eliminates double counting and missing links that make ARR/MRR and forecasts lie even when dashboards look green.
Leakage Detection
We run anomaly rules and statistical checks to surface late or missing invoices, stalled stage durations, inconsistent state transitions and mismatched invoice statuses. Each finding is quantified with an estimated impact and tagged to an accountable owner.
Quick Fixes in Data Flow
We deliver a simple, no-frills board that ranks recoverable cash, shows time-to-recover and highlights blockers by team or system. Finance gets a prioritized action list that can be executed immediately, backed by concrete rows from the exports.
CFO Board & Actions
We deliver a simple, no-frills board that ranks recoverable cash, shows time-to-recover and highlights blockers by team or system. Finance gets a prioritized action list that can be executed immediately, backed by concrete rows from the exports.
Handoff to Ops & Finance
We wire alert thresholds into the tools your teams already use and document the minimal runbook: where to pull the next export, how to rerun checks and how to close items. No new platform to learn - just repeatable steps tied to your existing stack.
Control Loop (optional)
We schedule a monthly or quarterly control that re-runs the same checks on fresh exports, trends leakage over time and flags regressions early. This keeps the pipeline honest and lets finance spend time collecting cash, not reconciling spreadsheets.
Documentation & Reporting (optional)
We keep it lean: a one-page ops sheet, schemas for the export files, and a change log in your repo. If you need audit-grade evidence later, we can expand to a reproducible pack with lineage and test replays - still driven by code and CI, not slides.
What you pay for
  • One-time audit
    Data collection from CRM/ERP/billing via exports or read-only APIs, deduplication, reconciliation, leakage quantification with evidence rows.

    2-4 weeks to quantify and locate leakage using approved exports or read-only pulls.
  • Recovery sprint
    Lightweight data fixes in your pipelines, validation rules and state guards, prioritized cash-recovery actions.

    Time-boxed implementation of data checks and small automations to stop repeat issues.
  • Control subscription
    M onthly recheck on fresh exports, drift alerts and concise CFO-ready reports.

    Ongoing monitoring to prevent relapse and to trend recovered value over time.

General transparency note

Pricing reflects two components where applicable:
  • ✅ Expert work
    Architecture, implementation, monitoring, reporting.
  • ✅ Resources
    Compute, storage, network and third-party tooling used to meet your SLAs
Pricing reflects number of systems, data quality, entity volumes and reconciliation depth.
Regulated data, on-prem or air-gapped setups, and unusual export formats are quoted on request.

Policy note.
ADG does not access bank accounts or payment gateways; scope is limited to CRM/ERP/billing data.