Free check · CRM to Invoice Checker
Did every won deal become an invoice?
Upload two exports — your CRM's won deals and your invoices — and see how many deals made it into billing, where the gaps might be, and what to check first.
Free · No signup · Files stay in your browser
How it works
Three steps, a few minutes.
Export
Export your won deals from your CRM and your invoices from your accounting software, as CSV.
Upload
Upload both. We'll recognize the columns we can and ask about the ones we can't.
Review
Get a business overview and a status for every deal, with the evidence behind it and what to check next.
Results
What your results show.
Business overview
Four numbers: Deals Assessed, Verified Billing Handoffs, Deals Needing Attention and Potential Billing Gaps, with a one-sentence summary.
Deal value by status
How much CRM deal value is verified, needs review, or sits in a possible gap. These are deal amounts from your CRM, not invoice amounts or revenue.
Where to focus first
Up to three possible gaps, ranked by deal value, each with why it matters and what to check next.
Workflow breakdown
How your deals split across six statuses; tap a status to see its records.
Every deal, with evidence
One status per deal: Invoice Found, Likely Match — Confirm, Needs Review, Possible Invoice Gap, Not Enough Information or Not Due Yet.
Deeper insights (optional email)
When your data supports them: billing handoff timing, handoff delays, and where possible gaps cluster. The page tells you how many were found before you unlock them.
Honest limits
What this check can't tell you.
A Possible Invoice Gap is a lead to check, not a confirmed loss.
Verified handoff coverage is a matching rate: the share of deals not marked Not Due Yet that have a verified invoice match. It isn't a billing-completion or revenue rate.
One file can't tell you whether a gap is recurring or a one-off.
This check covers deals and invoices only — not payments or delivered work.
FAQ
Questions, answered plainly.
Which CRMs and accounting tools does it work with?
Any that export CSV. The checker maps your columns, so you don't need to reformat your files.
Is my data uploaded anywhere?
No. Everything runs in your browser. We never see your customer names, amounts or records.
Do I need an email to see my results?
No. The overview, every deal's status and evidence, and the CSV download are free without an email.
What are the deeper insights?
Billing timing, handoff delays and gap patterns, calculated from your results with fixed rules. They appear only when your data has enough records to support them.
What if my deal and invoice amounts differ because of tax or staged billing?
Those deals are marked Needs Review rather than matched or flagged, with the reason shown.
How long does it take?
Usually a few minutes once you have the two exports.
Does it cost anything?
No. The check and the full results are free.
Your files are processed in your browser. We don't upload or store your business records. The full statement lives on the Privacy page.
Ready when you are.
Prefer a second pair of eyes? Contact us.
Need help beyond the free check? See Workflow Review and Automation Setup.