Your reports are slow, manual, and often misaligned
Packs take too long. CRM and ERP don’t match. Cash views are reactive. Governance gaps creep into every decision.
What trapped value looks like in reporting:
Time to assemble monthly ARR and NRR
Misses in bookings or funnel metrics
CRM↔ERP differences in the snowball
Blanks, bad mappings, and weak segmentation
Get live reporting you can trust and a single place to track progress on the plan. Chassi reconciles CRM and ERP, automates core packs, and surfaces exceptions to fix first.
Continuous, automated ARR and NRR with CRM↔ERP reconciliation
Automated ARR and NRR snowball in tabular/graphical views
Downloadable trends by product, segment, and channel
Governance doc and a board-pack template
Weekly cash view tied directly to orders and invoices
Order-level cash model by business unit and subsidiary
Variance tracker and scenario toggles for planning
Projected invoice and bad-debt reports
Fix the data that breaks decisions. Reporting updates as data improves
Dynamic exception table with cross-system mapping keys and attributes
Prioritized fix list with ownership and SLAs, plus a governance heatmap
Outcomes you can measure
Live performance visibility that aligns GTM and Finance.
Real-time performance visibility for better GTM and board alignment
Improved forecast quality and faster AOP prep. Tighter cash planning under debt covenants or rising rates. Cleaner data that strengthens churn models and standard reporting.
Gaps surfaced here often inform follow-on work in revenue leakage and working capital.
Proven results. Rapid insights. Minimal disruption.
Chassi delivers actionable intelligence fast, with live reporting that keeps pace with your decisions. Setup takes hours, not weeks, and requires no manual data prep.
You operate from one operational truth across GTM and Finance, so board conversations stay clear and grounded.
Every number traces from booked to billed to paid, giving Finance the lineage it needs to trust the results.
What if we already have BI?
Chassi explains why churn happens and what to do. It is not a dashboard. It is a diagnostic with a backlog that moves metrics.
What if our data is messy?
The assessment includes exception tables and a fix list. You leave with better governance.
Can't we build this in-house?
Most teams with in-house data scientists and external consulting can. It takes years and dedicated staff. Chassi lands answers in days and scales across entities.
Will this disrupt operations?
No. We connect read-only and work off systems of record.
What if we have a big team of resources that do this, or a really good controller?
We help make those teams more efficient so they can focus on executing on the findings.
What if we don’t have the resources to action the findings?
We help you stack rank and prioritize opportunities with an actionable list you can work through over time.
Ready to keep your numbers live and aligned?
Start with a targeted assessment and see the reporting layer in action.
