Analysis / Revenue reconciliation
Identify revenue cutoff exceptions at close
Use Proforma to identify revenue cutoff exceptions at close. Produce revenue cutoff review sample and potential period-shift totals from your business data.
Finance lead · Revenue operations manager
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Your starting prompt.
Review revenue cutoff around [month-end] using a [days] day window. Compare invoice and posting dates with service periods and acceptance records under our supplied policy. Identify transactions recorded in a different period from the supporting milestone, then show their amount and evidence. Produce a review sample and potential period-shift totals; do not propose entries when the contract evidence is incomplete.
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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
Service completion does not establish recognition when the contract requires separate acceptance.
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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