Contract processing
- Extract billing plans
- Read milestones and terms
- Route contract approvals
Services
Turn contract terms into controlled billing and retention decisions.
Upload a contract, extract its billing plan and milestones, validate invoices against the terms, and keep billing, receivables, sales, and retention signals in one operating view.
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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 processing
Extract billing plans
Read milestones and terms
Route contract approvals
Contract billing
Invoice from a milestone
Track billed and unbilled value
Validate billing terms
Customer sales
Customer and geography analysis
Salesperson performance
Repeat customer activity
Receivables and credit
Aging and DSO
Credit exposure
Send payment reminders
Budget and forecast
Budget versus actual
Revenue scenarios
Adjust approved budgets
Reconciliation and close
Customer reconciliation
Open item closing
Audit trail on actions
Contract billing
- Invoice from a milestone
- Track billed and unbilled value
- Validate billing terms
Customer sales
- Customer and geography analysis
- Salesperson performance
- Repeat customer activity
Receivables and credit
- Aging and DSO
- Credit exposure
- Send payment reminders
Budget and forecast
- Budget versus actual
- Revenue scenarios
- Adjust approved budgets
Reconciliation and close
- Customer reconciliation
- Open item closing
- Audit trail on actions
The contract, customer, and finance signals that need a decision.
Rotasu keeps the source record beside the analysis and the next action beside the exception, so finance does not have to turn a report into a workflow by hand.
A contract becomes a billing plan, not a document to chase
Terms, milestones, billing cadence, and renewal dates are read into a working view before the first invoice is due.
CTR-2048 · Northstar supportRenewal in 42d
SignalValueChange
Billing planMonthly in arrears$48kActive
MilestoneQ3 reviewSep 30Due
RenewalTerm endNov 1242d
Invoice statusAugust billingDraftReady
Recommended actionReview the extracted billing plan before creating the next invoice.
See what is earned, billed, and still waiting to be invoiced
Billing events stay tied to their contract terms, making unbilled value and invoice readiness visible together.
Contract billing status1 exception
SignalValueChange
Earned this monthValidated service period$126k+8%
InvoicedPosted invoices$98k78%
UnbilledAwaiting approval$28kReview
DisputedPricing line$6kOpen
Recommended actionRoute the unbilled milestone to its contract owner for approval.
Sales analysis that keeps the customer behind the number
Revenue is read by customer, salesperson, and geography so a growth figure still has an account owner and a source.
Customer sales movementSeptember
SignalValueChange
NorthstarEnterprise support$148k+12%
Luma HealthManaged services$94k+4%
KiteWorksImplementation$42k−18%
New accountsThis quarter7+2
Recommended actionAsk the account owner to review the KiteWorks sales drop.
Credit and collection risk, before another invoice compounds it
Customer payment behaviour, DSO, aging, and open exposure are visible before the next commercial decision.
Receivables riskNeeds review
SignalValueChange
Atlas GroupOutstanding balance$82k47d
Luma HealthOutstanding balance$39k18d
Portfolio DSOAgainst target34d+5d
Credit exposureAtlas Group86%High
Recommended actionSend the approved payment reminder before extending more credit.
Retention and renewal risk, without pretending it is a churn formula
Repeat customer activity, upcoming renewals, and falling account value show where a customer conversation is needed.
Retention signals2 at risk
SignalValueChange
Renewing accountsNext 90 days14Track
Repeat customersThis quarter71%+3pt
Account drop-offSpend down >20%2Review
Lapsed accountNo billing in 60d1Open
Recommended actionAssign the at-risk renewal to its account owner with the contract history attached.
Budget variance with a next step, not a month-end explanation
Budget-versus-actual movement is tracked against the underlying service and cost records, with an approval path for changes.
Services forecastVariance flagged
SignalValueChange
Revenue planSeptember$420kPlan
ForecastCurrent book$396k−6%
Delivery costAgainst budget$174k+4%
Open actionOwner assigned1Today
Recommended actionReview the forecast variance and submit the approved budget adjustment.
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 turns contract terms into finance actions.
Walk through billing, retention, and receivables signals that need an owner.
Services questions
Upload the sales contract and Rotasu extracts its billing plan, milestones, and terms into a working contract view. The team can use that structure to validate subsequent billing.
Yes. A validated contract milestone can produce a draft invoice, with billing terms and approval conditions checked before the invoice is finalised.
The page focuses on verified signals: renewal dates, repeat customer behaviour, account drop-off, and customer sales movement. These give the account owner evidence for a timely conversation.
Yes. Aging, DSO, payment behaviour, and credit exposure can surface a collection risk, then the approved payment reminder can be sent from the workflow.
No. Rotasu connects the records across your current systems and works over them. Those systems remain the sources of record.
The exception includes its source, owner, recommended next step, and approval path. It becomes an accountable action instead of a note in a report.