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Contract Management

Upload, Review, and Finalize
- It's that Simple

Eliminate the need for manual entry and say hello to near immediate completion.

Extract all data from Contracts, Order Forms, Terms & Conditions, and SLAs

Review Customer contract object

Finalize and Approve

Customer Contract logging and creation is as easy as Drag and Drop

To create a Customer Contract entry, simply:“

Step 1

Drop your Customer Contract PDF onto our AI Extraction Engine to automatically extract all contract data contained in your contract.

Data extracted and populated in appropriate field on Customer Contract object.
Customer Name and Key Contract Dates.
Customer information and Contact data for all defined individuals.
Payments terms across for Recurring Items, Onetime items, Professional services, etc.
Detailed listing of each product/service sold, including Pricing, Service Dates, Usage Limitation, and overage criteria and pricing.
Extraction of all Terms & Conditions and SLA clauses with verification and anomaly detection.

Step 2

REVIEW and APPROVE. Your Contract details are extracted, created in our platform, and completed within minutes.

Key Benefits:

Automatically extract, identify, and categorize customer contract data based on ASC 606 criteria, such as contract enforceability, identification of performance obligations, and contract modifications. Reducing manual effort to absolute minimum.
Easily access and analyze the contract file and data stored in one convenient location for improved control and analysis.
Our process allows Accounting teams to identify any non-standardized contract issues and commitments, catalog anomalies, and account for one-time liabilities.
Contract data fuels instant and automatic invoicing.
Contract data fuels instant Revenue Recognition schedules, ensuring quick and accurate results.