Customer retention platform for CFOs, RevOps and billing ops
Retention is usually owned by growth teams and measured in charts. Finance needs something else: a number it can defend, the accounts behind it and a trail back to the invoices. RevenueLeak reads your billing system read-only, audits every invoice and subscription against nine leak categories and produces a monthly finance document with the leak in dollars per month. The payment part is then recovered automatically by rules your team switches on.
The monthly audit is a finance document
Each audit states the period it covers, the method, every leak category, the dollar estimate per category and the accounts behind each amount. Nothing in it is a modeled guess once your billing system is connected: every finding points to a source invoice, subscription or coupon in your own system. Export it as CSV on every plan, and as a PDF report from Growth up, then attach it to the monthly close pack. The structure of the document, section by section, is on the billing leakage page.
| Section of the audit | What it contains |
|---|---|
| Period and scope | Dates covered, connected billing accounts, currencies |
| Method | Rules applied per category and the data each rule reads |
| Summary | Total leak per month and per year in USD |
| Categories | Amount, count of accounts and change against the previous audit |
| Accounts to fix | Account, reason, monthly amount, suggested action |
| Recovery | Retries, emails sent and dollars recovered per invoice |
Ready for board and investor updates
Boards and investors ask the same questions every quarter: why net revenue retention moved, how much churn is involuntary, and what the company does about it. The audit answers with one figure per category and a short list of actions already taken. Involuntary churn from failed renewals is shown apart from voluntary cancellations, recovered revenue is shown apart from new revenue, and every number carries its period. Trends across months sit in subscription analytics, so the slide shows direction, not only a snapshot.
- Leak in USD per month and per year, by category.
- Recovered revenue per month, traced to invoices.
- Involuntary and voluntary churn reported separately.
- Open items with an owner and the amount at stake.
ROI as arithmetic on your own numbers
We do not claim results for you. The ROI case is arithmetic your team runs on its own billing data. Take the monthly value of renewals lost after a failed payment, add legacy price gaps, unbilled upgrades and open-ended discounts from the audit, and set against it the share you expect to fix. For example, a leak of 10,000 USD per month where you fix a fifth is 2,000 USD per month, or 24,000 USD per year, against 4,788 USD billed yearly for Scale. Every plan and its limits are on the revenue optimization software page.
A worklist for RevOps and billing ops
Billing operations need a list, not a dashboard. The audit ranks accounts by dollars per month, with the reason and the action for each one: migrate this legacy price, set an end date on this coupon, invoice this seat change, review this comped account. Fixes to prices and discounts stay in your own billing system and are made by your team, so every change has a person behind it. Failed payments are handled by rules: retries by decline code, card update emails before expiry and recovery emails with a payment update link. The mechanics are on the failed payment recovery page.
Controls a finance team expects
RevenueLeak connects with restricted keys that have read permissions only. It never creates charges, changes prices, edits subscriptions or issues refunds. Write actions, such as a retry or a recovery email, run only after someone with the right seat switches a rule on, and any rule can be switched off. Every finding keeps its source, its rule and the date it was found. Enterprise adds SSO (SAML), roles for 50 seats, an audit log of every action, invoicing by bank transfer and a 99.9 percent uptime SLA. Data handling is described on the revenue assurance software page.
Several billing accounts, one report
Companies with more than one product, entity or region often run several billing accounts. Growth connects 2, Scale 5 and Enterprise 20. Amounts are reported in each currency and converted to USD for the total, so a consolidated leak figure sits next to the figure per account. Fractional CFOs serving several subscription clients use the same structure, one connected account per client. SaaS specifics are on the recurring revenue management software page.
Questions from finance teams
Yes. It exports to CSV on every plan and to a PDF report from Growth up, with the period, method and accounts stated.
The home page estimate is a model. The audit after connection uses your real invoices, and every amount traces to a source record.
Any seat on Starter, Growth and Scale. On Enterprise, roles decide who may switch rules on, and the audit log records each change.
Yes, on Enterprise, invoicing by bank transfer is included. Other plans are paid by card.
Yes. The estimate on the home page runs without an account and needs no card. The audit and recovery are part of the paid plans.