Analysis / Revenue reconciliation
Check usage charges against metering records
Use Proforma to check usage charges against metering records. Produce usage-to-invoice comparison and charge calculation exception detail from your business data.
Finance lead · Revenue operations manager
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Your starting prompt.
Check invoiced usage for [billing period] against metering records and the effective pricing rules. Deduplicate usage events, apply allowances and tier boundaries, then compare expected quantities and charges with invoice lines. Separate late events, missing meters and price-rule mismatches. Show the calculation for every exception and retain a reproducible account-level comparison without issuing corrected 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
Late-arriving events and timezone boundaries must follow the billing cutoff policy.
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- 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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