Contract and billing plan
- Extract billing terms
- Track billing triggers
- Create draft invoices
Project-based
See the variance before it becomes a project write-off.
Bring project-linked contracts, purchasing, billing, receivables, budgets, and reconciliations into one working view, so finance can see the action behind a project variance instead of only reporting it later.
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Analysis was never the point. Execution is.
Rotasu connects the records already held across ERP, CRM, documents, and finance systems. It flags what needs attention, shows the cause and owner, recommends the next step, and carries that action through the right approval flow.
Contract and billing plan
Extract billing terms
Track billing triggers
Create draft invoices
Procurement
Item purchase history
PO approval workflow
Compare vendor quotations
Budget and forecast
Budget versus actual
Scenario-based forecast
Approval-based adjustments
Sales and receivables
Customer and salesperson sales
Credit risk and DSO
Payment reminders
Reconciliation
Customer and bank matching
Open item detection
One-click reconciliation report
Executive action aging
Prioritised open actions
Named owner and reason
Track action outcome
Procurement
- Item purchase history
- PO approval workflow
- Compare vendor quotations
Budget and forecast
- Budget versus actual
- Scenario-based forecast
- Approval-based adjustments
Sales and receivables
- Customer and salesperson sales
- Credit risk and DSO
- Payment reminders
Reconciliation
- Customer and bank matching
- Open item detection
- One-click reconciliation report
Executive action aging
- Prioritised open actions
- Named owner and reason
- Track action outcome
The records behind a project variance, and the action after it.
Rotasu keeps contracts, spending, revenue, receivables, and reconciliation exceptions connected so each movement can become an owned decision.
Billing terms visible before the invoice is due
Contract terms and billing triggers are structured into a plan that finance can validate before invoicing.
PRJ-318 · Client rolloutBilling due
SignalValueChange
Project kickoffContract milestone$72kBilled
Go-liveAcceptance required$96kPending
Support periodMonthly schedule$18kOct 1
RenewalTerm endJan 15Track
Recommended actionValidate the acceptance evidence before drafting the go-live invoice.
Purchase history that gives each commitment context
Requests and POs are checked against current stock, open POs, and item-wise buying history before approval.
Project procurement requestNeeds approval
SignalValueChange
Network hardwarePrevious buy rate$12.4k+5%
Field kitCurrent stock18Ready
Installation toolsOpen PO1Due 8d
Vendor spreadQualified vendors3Good
Recommended actionApprove the request after comparing the item rate with the alternate quotes.
Budget variance that names the record behind the movement
Forecast and actual spend are compared by account, item, and vendor so the variance can be addressed, not merely reported.
Project forecastVariance open
SignalValueChange
Implementation costAgainst budget$138k+7%
EquipmentAgainst budget$84k−3%
Revenue forecastCurrent period$226k−4%
ScenarioBest case$244kReview
Recommended actionReview the delivery-cost variance and route the revised budget through approval.
Sales analysis that does not lose the project context
Customer, salesperson, item, and geography analysis keeps revenue movement close to the project or account that produced it.
Project sales movementSeptember
SignalValueChange
North regionSigned work$182k+9%
South regionSigned work$126k−6%
Nadia KhanSalesperson DSO29dGood
Client rolloutRevenue contribution$96kActive
Recommended actionReview the regional sales drop with its open customer opportunities.
Receivables and credit exposure before finance extends the work
Billed, overdue, and credit-exposed customers remain visible alongside their sales orders and payment behaviour.
Customer receivables2 overdue
SignalValueChange
BlueGridOutstanding$74k43d
NorthstarOutstanding$48k16d
Credit exposureBlueGrid88%High
Unbilled valueAccepted work$96kReady
Recommended actionSend the payment reminder before releasing further credit on the account.
Unresolved items become owned actions, not loose ends
Reconciliation exceptions and open items are aged, assigned, and tracked to resolution across the project book.
Close readiness3 actions
SignalValueChange
Customer receiptBank mismatch$8.4k2d
Open SOCan completeSO-911Action
Vendor ledgerStatement pending16d
Budget updateApproval pending1Today
Recommended actionComplete the ready sales order and assign the oldest reconciliation exception.
Keep your systems. Connect the work.
Rotasu works over the ERP, CRM, HRMS, email, and document stack you already run. It connects the work without introducing another system of record.
See how Rotasu keeps project variance actionable.
Walk through project cost, billing, and receivables exceptions before they become write-offs.
Project-based questions
Yes. Contract processing structures billing terms and milestones from the sales contract, giving finance a clear basis to validate and create invoices.
It compares budget, actuals, forecasts, and historical records, then traces the variance to the relevant account, item, or vendor so the team can decide what to do next.
Yes. Customer, salesperson, item, and geography sales analysis can sit beside aging, DSO, payment behaviour, and credit exposure.
Rotasu can route the exception to an owner, request evidence, initiate a reconciliation workflow, or surface the approved action required to close it.
No. The page focuses on finance operations across the existing stack. Rotasu connects the relevant records without claiming to replace your project-management system.
Action aging keeps the owner, reason, and age of an unresolved item visible, then tracks the workflow outcome after the team acts.