Internal tool · AcquisitionEditor’s picks
Revenue management system
The story
The company's month-end finance work had relied heavily on manual processes covering contracted MRR, live MRR, revenue, one-time fees and billing schedules. Excel, outsourced agencies and off-the-shelf SaaS had left key requirements unmet or produced errors. Cofounder and CTO Shreyas then used Cursor to build an internal revenue management system.
In the new workflow, sales and customer success create proposals and mark contracts signed, delivery teams mark projects live, and finance reviews and approves them. The system produces management and revenue reports, MRR calendars for different definitions, one-time revenue schedules and billing calendars, and sends invoices to Zoho Books.
The author reports improved efficiency and reporting reliability, with no specific savings or external sales revenue disclosed. A performance-management tool being built with Emergent Labs is mentioned as a separate internal project.
Source excerpt
AI is insanely powerful and here is the proof! For the last 6 months, our internal MIS had been a pain point. Every month-end…
@amangoeliitb · Read the full source
- What was delivered
Bringing contract revenue, billing and one-time charges into a single internal system.
- Customers
The company's sales, customer success, delivery and finance teams.
Lessons and acquisition
The team identified which data sales, delivery and finance should confirm, then automated reporting and billing around that workflow.
Costs, risks and open questions
The improvements are self-reported. Development hours, maintenance costs and changes in error rates are unquantified.
Why we selected this case
The case specifies problems in the earlier workflow, departmental handoffs and automated outputs, helping define the requirements of an internal finance tool.
Tools and topics
- Cursor
- Zoho Books
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