Stop the silent revenue leak.
Protect the margin you already earned.
Forgotten quotes. Customers who stopped reordering. Invoices drifting past due. Prices that quietly slipped below your own average. Mid-market businesses leak lakhs every year — without seeing it. The Revenue Recovery Audit puts a real number on every line, with the names behind every rupee, and shows you what to do this week. Your data never leaves your computer. Switch off your Wi-Fi and watch it work.
FROM YOUR EVERYDAY DATA — TO RECOVERABLE REVENUE
Nine things every controller checks before chasing.
The audit doesn’t replace your CRM or accounting system. It runs the pattern-detection a senior revenue-ops lead would do manually in Excel — the tedious work that’s slow across a multi-year sales / quote / invoice dataset.
Dormant accounts
Customers who used to buy regularly but stopped — ordered by lifetime value so the biggest losses surface first.
Aging receivables
Invoiced amounts past 30 days unpaid. The names and rupees behind every line, not just an aging bucket total.
Pricing leakage
Transactions priced more than 30% below the customer’s own historical average — either deliberate discounts to verify or data-entry errors.
Reorder due
Customers past their typical buying cycle. We compute the per-customer cadence from gaps between past orders, then flag anyone overdue by 1.5x.
At-risk accounts
Activity dropped more than 50% in the last 90 days vs the prior 90. Early-warning signal worth a human call before the account churns.
Forgotten quotes
Open quote / proposal records sitting past 60 days. The classic “reach back out” pipeline that gets buried in CRM.
Stale open items
Records past 30 days with statuses that suggest they should have moved (in-progress, sent, pending) but haven’t.
Ghost customers CROSS-FILE
Customers in your master list who never made a single transaction. Pure dead weight in your CRM — fires when you drop both files.
Unconverted quotes CROSS-FILE
Quotes that never became invoices. The classic “where did this proposal go?” hole in your funnel — matched across quote + sales exports.
Sits next to your CRM and accounting system, not against them.
If you already run Salesforce / HubSpot / Zoho for sales and Tally / Zoho Books / QuickBooks / SAP for accounting, keep using them. They capture the data — opportunities, invoices, customer master. Good at it.
This audit does the thing they don’t — pattern detection on your raw export. The seven checks above are the kind of work a senior controller does in Excel after pulling reports. We do it in 30 seconds, on your device, and hand you a CSV punchlist of names + rupees to chase this week.
Most teams run this before the weekly revenue review or quarterly collections cycle: surface the leaks early, then fix them inside your usual workflow tool.
Nowhere. That’s the whole point.
The audit runs entirely in your browser. Your file is parsed into an in-memory analytical database on your own machine and queried locally. No row of your sales data is sent to our servers — or anyone else’s. Close the tab and everything is gone.
Sales data is sensitive — customer names, prices, terms. The architecture is “no upload” not because we promise to be careful with your data, but because there’s no upload endpoint in the first place. Switch off your Wi-Fi and watch the audit work.
Things you’d reasonably ask first.
What does the Revenue Recovery Audit actually do?
It runs seven detector rules against your sales / invoice / quote export and returns the items a senior revenue-ops lead would flag before the next collections or pipeline review: dormant accounts, aging receivables, pricing leakage, reorder-due customers, at-risk accounts, forgotten quotes, and stale open items.
Where does my data go?
Nowhere. The audit runs entirely in your browser using a local analytical engine. Your file is parsed into an in-memory database on your machine and queried with the detector rules. No row of your sales data is sent to any server — ours or anyone else’s.
What file format should I export from my CRM / accounting system?
A sales / invoice / quote export as CSV, Excel (.xlsx), or JSON. Most CRMs (Salesforce, HubSpot, Zoho, Pipedrive) and accounting systems (Tally, Zoho Books, QuickBooks, SAP, NetSuite) can produce this from their reports menu. The audit needs at minimum a customer, date, and amount column; a status / stage column unlocks the aging and forgotten-quote detectors.
Is this a replacement for my CRM or accounting system?
No. Those tools manage your workflow — capturing opportunities, billing customers, recording payments. This is a free audit you run on your raw data to surface the items worth investigating before your next review cycle. Most teams use it alongside their CRM and accounting platform.
How much data can I run through it?
Practical ceiling is about 1 million transaction rows per run — covers most mid-market businesses over multi-year history. Larger datasets work but get slower; very large multi-entity datasets are better handled with the desktop premium tier when we ship it.
What does it cost?
Free. The web tool stays free permanently — it’s how we introduce ourselves. If you want us to run the actual recovery campaign on your books, schedule re-runs on a cadence, or get a desktop version with direct CRM / ERP connectors, that’s a separate paid engagement — contact us.
Run it before your next collections call.
Two minutes from “drop file” to a CSV punchlist of names, rupees, and the script to use on every call.
Unlock the audit →