Revenue leakage audit

Find the revenue your systems let slip.

  • A fixed-fee audit of your sales and billing data: autopays billed below the contract, sales below list price, sales tax not collected and discounts outside your policy.
  • Every finding by record ID, with what it costs you each month.
  • Fixed fee
  • Findings by record ID
  • Optional monthly check after
Example

Findings you can act on the same day.

Each one lists the records, the rule and the money, so your team knows exactly what to fix.

Sample findings, one month of data
FindingRecordsA monthA year at this rate
Autopays billed below the contract14$588.00$7,056.00
Each contract says $159.00 a month; the autopay charges $117.00. 14 × $42.00 = $588.00 a month.
Sales rung up below list price23$410.00$4,920.00
Sales tax not collected9$96.30$1,155.60
Discounts outside your policy31$726.00$8,712.00
Total77$1,820.30$21,843.60
Illustrative: a made-up business and made-up figures. Each finding comes with its list of record IDs.
What it looks for

Small gaps that add up.

Autopays below the contract

Recurring charges that do not match the agreement: a rate never updated, or a promotion that never ended.

Sales below list price

Items and packages sold under the price in your catalog, by location and by who rang them up.

Sales tax not collected

Sales where tax was taken off by hand, by location and by who rang them up.

Discounts outside policy

Discounts larger or more frequent than your policy allows.

Payments that stopped

Customers still booking whose payments stopped, and packages used past their expiry.

Refunds and credits

Refunds and account credits issued outside your rules.

After the audit

Then a monthly email that lists only what's new.

Keep the checks running if you like. The email lists only new exceptions, so there's nothing to read when nothing is wrong.

How it works

Days, not weeks.

Send exports

Sales, billing and catalog exports from your booking or point-of-sale system, or we connect to it directly.

We check

Every record against your prices, contracts and policies.

You get the findings

Each finding with its records, the rule, the math and the money, by month and by year.

It pairs with our savings audit, which looks at payroll and spend. Together they cover money in and money out.

Questions

Which systems does it work with?

Booking, membership and point-of-sale systems with an export or an API. Studios and spas on a booking system we already connect can start from that connection.

Do you change anything in our systems?

No. We read your data and report what we find. Your team makes the fixes.

Who sees customer names?

Findings list records by ID. Your team looks them up in your own system, where names already are.

What does it cost?

A fixed fee, quoted once we've seen your systems and how many locations you run. The monthly check after it is optional.

Talk to us about a revenue leakage audit.

Tell us your sales and billing systems and how many locations you run. We'll reply with what we'd check first.

Please leave out financial statements, employee names and passwords. See our privacy policy.