Billing leakage audit, written as a finance document
A revenue leakage audit answers one question with evidence: where does your billing collect less than it should, and how much is it per month. RevenueLeak reads your billing system read-only, checks every invoice, subscription, price and discount against nine leak categories and delivers a document your finance team can verify line by line.
A revenue leakage audit built from your own invoices
The audit is not a survey and not a benchmark. Every finding comes from a record in your Stripe, Paddle, Chargebee, Recurly, Shopify or WooCommerce account. Each one has a source, a rule that found it and a dollar amount. That makes the revenue leakage analysis repeatable: run it again next month and you see which leaks closed, which grew and which are new. Nothing in your billing system changes during the audit, because access is read-only.
How the report is structured
Every report follows the same order, so two audits can be compared page by page.
| Part | What it contains |
|---|---|
| Period | The dates covered, the connected billing accounts and the currency |
| Method | Which records were read, the rules applied and how each estimate is computed |
| Nine categories | One section per leak category with its findings |
| Dollar estimate | Leak per month and per year, per category and in total |
| Accounts list | Accounts to fix, ranked by monthly amount, with reason and action |
| Exports | CSV on every plan, PDF report from Growth, API from Scale |
Period and method, stated up front
The first page states the period, usually the last twelve months for history and the next 90 days for expiring cards, and the billing accounts included. The method section lists the record types read, such as invoices, subscriptions, customers, prices, coupons, refunds, disputes and, for stores, orders and abandoned checkouts. It also states each rule in plain words. For example, an upgrade counts as unbilled when a plan or quantity change has no matching prorated invoice line within the same billing period. A reader who disagrees with a rule can see exactly what it does.
The nine categories every audit covers
- Failed renewals without a full retry schedule, with attempts and decline codes.
- Cards expiring in the next 30, 60 and 90 days with no update request.
- Customers on legacy prices below the current price list.
- Upgrades and seat changes that never billed the prorated difference.
- Comped or 100 percent discounted accounts with active usage.
- Coupons and discounts with no end date, ranked by dollars per month.
- Refunds and disputes, with repeat refunders and disputes near the response deadline.
- Cancellations after a failed payment, with cancel reasons and save candidates.
- Abandoned checkouts and failed store renewals on Shopify and WooCommerce.
Failed payments are the part RevenueLeak can fix automatically, as described on the failed payment recovery page. Pricing, discount and comp leaks are fixed by your team in your own billing system, using the list.
How the dollar estimate is calculated
Each category has its own formula, written in the method section. Legacy price leaks are the difference between the current list price and the price paid, per month. Open-ended coupons count the monthly discount on accounts where the intended duration has passed. Failed renewals count the monthly value of subscriptions lost after an incomplete retry schedule, multiplied by a recovery share you can edit. The yearly figure is twelve times the monthly one, without growth assumptions. For example, 400 USD per month of legacy price gaps and 600 USD per month of forever coupons give an estimate of 1,000 USD per month, or 12,000 USD per year.
The accounts list your team works from
Behind every category sits a list of accounts with the customer reference, plan, leak type, monthly amount and the suggested action. The list is ranked by amount, so the first rows are the ones worth fixing first. Starter lists up to 50 accounts per category, Growth up to 500, and Scale and Enterprise list every account. Each row links to the record in your billing system, and the CSV export keeps the same columns for your own tracking. Trends across audits feed the subscription analytics view.
How often the audit runs on each plan
| Plan | Audit frequency | Exports | Billing accounts |
|---|---|---|---|
| Starter | Monthly | CSV | 1 |
| Growth | Weekly | CSV, PDF report | 2 |
| Scale | Daily | CSV, PDF, API | 5 |
| Enterprise | Daily | CSV, PDF, API, audit log | 20 |
A monthly audit fits a company that reviews revenue once a month. Weekly and daily audits catch new failed renewals and new discounts before they turn into lost months. Prices for each plan are on the revenue optimization software page, and the access model is on the revenue assurance software page.
Questions about the billing leakage audit
No. It reads data through restricted, read-only access and changes nothing.
Connection takes about ten minutes, and the first report follows once the history is read.
Yes. Export it as PDF from Growth or as CSV on every plan.
No. The estimate uses your inputs, the audit uses your real invoices.
Open the source record from the list and check the rule stated in the method section.