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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Monthly pipeline-to-revenue reconciliation between your CRM and QuickBooks shouldn’t require manual exports and time-consuming VLOOKUP processes. You need automated reconciliation that happens consistently each month without manual intervention.
Here’s how to transform manual monthly reconciliation into an automated process with live data connections.
Automate reconciliation with live CRM and QuickBooks data connections using Coefficient
Coefficient transforms manual monthly pipeline-to-revenue reconciliation into an automated process by providing live connections to both CRM and QuickBooks data with scheduled refresh capabilities. This eliminates manual exports and provides continuous reconciliation capabilities.
How to make it work
Step 1. Import CRM pipeline data.
Import closed-won deals with Deal Amount, Close Date, Customer Name, and Deal ID. Use Coefficient’s date filtering to automatically pull deals closed within specific monthly periods for reconciliation.
Step 2. Import QuickBooks revenue data.
Import Invoice and Sales Receipt data with Customer Name, Amount, Date, and Invoice Status. Use Coefficient’s automated filtering to match the same date ranges as your CRM data for accurate reconciliation.
Step 3. Schedule automated monthly refresh.
Configure Coefficient to refresh both datasets on the first day of each month, automatically pulling the previous month’s data for reconciliation. This eliminates manual export processes entirely.
Step 4. Build reconciliation calculations.
Create automated formulas that match CRM deals to QuickBooks invoices by customer and amount, identify discrepancies between forecasted and actual revenue, calculate variance percentages and timing differences, and flag unmatched records for investigation.
Step 5. Set up exception reporting.
Automatically highlight deals without corresponding invoices, invoices without matching deals, calculate differences between CRM deal amounts and actual invoice totals, and track delays between deal closure and invoice creation.
Start automated reconciliation today
Automated pipeline-to-revenue reconciliation eliminates manual exports and provides consistent monthly reconciliation without manual intervention. You get continuous reconciliation capabilities with live data connections. Get started with automated reconciliation today.
