Analysis / Revenue reconciliation
Check invoices against contract pricing terms
Use Proforma to check invoices against contract pricing terms. Get contract pricing exception table from your business data with this copyable prompt.
Finance lead · Revenue operations manager
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Your starting prompt.
Compare invoice lines in [period] with the pricing terms in their signed contracts. Check unit rates, contracted discounts, effective dates and quantities where contract quantities are explicit. Calculate potential overbilling and underbilling by customer and currency. Show the exact term and invoice line behind each exception. Leave ambiguous amendments for review and prepare correction candidates without issuing credits or invoices.
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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
The latest effective amendment may override the original price schedule.
This starting prompt has no published worked example yet. Begin with a small sample and check the calculations before relying on the result.
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.
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Make it your investigation.
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