Diagnostic & Assessment Tools

Planning & Assessment Tools

Tools to Build Your Revenue Recognition Business Case

Four tools that take you from cost visibility to vendor-ready requirements. Use them in sequence or start where you are in your evaluation process.

Diagnostic Tools

Cost & ROI Analyzer

See what manual rev rec is actually costing you.

Model your current revenue recognition costs, project the financial impact of automation, and generate a CFO-ready PDF and Excel model with 3-year projections, ROI, and payback period.

Diagnostic Tools

Readiness Assessment

Find out how prepared you are to automate.

A 30-question assessment that evaluates your policies, processes, data, controls, and close execution. Output is a detailed PDF showing where you stand and what needs attention before you move forward.

Diagnostic Tools

Requirements Builder

Turn your findings into a vendor-ready RFI.

Answer a short set of questions about your environment and receive a structured RFI document with targeted vendor questions, evaluation criteria, and red flag warnings — built for revenue accounting, not generic procurement.

Diagnostic Tools

Vendor Evaluation Scorecard

Compare your shortlist against the criteria that actually matter.

Score up to four vendors across 12 weighted criteria — from recognition engine depth to audit trail and multi-entity support. Adjust the weights for your contract mix, hit Calculate for an instant visual ranking, and export a clean PDF ready to share with your team or present to your CFO.