Analysis / Revenue reconciliation
Bridge contracted ARR to billing ARR
Use Proforma to bridge contracted ARR to billing ARR. Produce account-level arr bridge and arr discrepancy summary from your business data.
Finance lead · Revenue operations manager
Bring this question into Chat
Your starting prompt.
Compare contracted ARR in our CRM with billing ARR as of [date]. Normalize monthly and annual recurring charges using [ARR policy], join accounts through the supplied mapping, and explain the difference by timing, cancellation, discount, missing subscription or unmatched account. Create an account-level bridge that adds to the total difference. Exclude one-time fees and label uncertain mappings for review.
Copy this starting point, then replace the placeholders with your own inputs.
Method and review
Keep the assumptions visible.
Agree on identifiers, currency, periods and account mappings before comparing totals. Keep unmatched records and timing differences visible instead of forcing a match.
For this task, check
Confirm treatment of usage charges, discounts and future contracts before interpreting the ARR gap.
Before you begin
- Uploaded exports or permitted Data covering the listed inputs
Work with permitted files or queryable data. Verify the result against the original records.
Synthetic illustrative example
See the method in practice.
Synthetic input. Illustrative output checked locally; this is not a live Proforma run or customer result. Active recurring subscriptions at 30 September 2026; supplied account mappings are exact.
These invented records explain the method. They are not a recorded Proforma run.
| Account | Contract ARR USD | Billing amount USD | Interval |
|---|---|---|---|
| A-1 | 12000 | 1000 | Monthly |
| A-2 | 24000 | 18000 | Annual |
| A-3 | 6000 | 0 | No subscription |
| Account | Contract ARR | Billing ARR | Contract less billing |
|---|---|---|---|
| A-1 | $12,000 | $12,000 | $0 |
| A-2 | $24,000 | $18,000 | $6,000 |
| A-3 | $6,000 | $0 | $6,000 |
Method
Annualize monthly recurring charges × 12 and keep annual charges unchanged. Exclude one-time fees. Account differences sum to $12,000: $42,000 contracted less $30,000 billing ARR.
What the result tells you
A-2 needs a discount or timing explanation; the records alone do not establish the cause. A-3 has no supplied subscription. ARR is a defined recurring measure, not cash collected.
Take the next step
Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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