Signed is counted as paid
Sales and finance talk about different points in the same deal.
DataGlue for Finance leaders
I need to see the records behind the cash.
A deal is signed in the CRM. An invoice is raised in accounting. A payment lands elsewhere. DataGlue joins the path so your team can explain the result.
A dedicated team builds it with you. Start with one decision.
CRMAccountingInvoicesPayment records
DataGlue
Show the formula.
Which events. In what order.
Example tagSigned deal, cash received
To your CRM, ads, BI, email or chosen LLM.
Connections and destinations agreed in the build.
Sound familiar?
You could explain the number. You just can’t trace every step.
Receipts need manual matching
Deal IDs, invoice IDs and customer names do not always line up.
Refunds lose their context
A receipt alone does not show the credit note or later refund.
Every review repeats the exports
The team rebuilds the same path before it can explain a delay.
A joined picture
Follow the deal all the way to the receipt.
Choose one question about cash received, late payment or refunds. DataGlue joins the source IDs and shows the sequence behind a tag your finance and BI tools can use.
Systems usually joined
- CRM
- Accounting
- Invoices
- Payment records
- Credit notes
- Warehouse
Example 01
- CRM: deal signed
- Accounting: invoice issued
- Payment records: receipt matched
In this order, within 60 days, linked by the deal and invoice ids.
Events → tagSigned deal, cash received
Example 02
- Accounting: invoice due date reached
- Payments: receipt recorded after the due date
On the same invoice ID, repeated on 3 invoices for the same account. This is an example threshold.
Events → tagRepeated late invoice payments
Example 03
- Payments: payment received
- Accounting: credit note issued
- Payments: partial refund recorded
In this order, within 30 days, linked to the same invoice and receipt.
Events → tagPaid, then partially refunded
Example rules, not customer results. We agree source access, match keys, time windows and tag destinations in your build.
How we work
One question. Five steps with your team.
The same build process, shaped around your decision and its sources.
Book a call
Bring one question.
Talk it through with the people who would build it. We find where its data lives today.
Working session
A working session to map your data.
We map every source behind the decision, then show you what it looks like glued together. You get the scope and plan before work begins.
Build together
We connect the pieces.
A dedicated team finds the signals, glues them into one living model and matches records on evidence. Your systems stay where they are.
Go live
Your first result, ready to use.
We take the first result live in your Glue Console. Ask in plain words, see what each step read, and open the counts to their rows.
Keep building
Your team keeps the Console.
Then the next outcome builds on the same model. The rollout runs in phases, each measured against the outcome.
What you get
Useful context. In the tools you use.
Deal-to-cash context
Join signed work with its invoice and receipt.
Clear payment rules
Keep due dates and receipt dates in the formula.
Refunds explained
Link a credit note and refund to the original payment.
Rows behind totals
Inspect the records before using a number.
Shared team definitions
Make signed work and cash received distinct results.
Your finance tools
Send tags and context through agreed BI or warehouse routes.
See the working
Check the approach before the call.
Read the published outcome examples, source details and comparisons behind this approach. They explain the method; they are not measured results for your role.
Trusted by
Fair questions
What you might be wondering.
Couldn’t I just use our accounting report?
Yes, for questions fully contained in accounting. DataGlue helps when the answer also needs the signed deal, customer history or payment source held elsewhere. Your ledger remains the source for the accounting records.
Does this replace our financial controls?
No. The joined tags help your team inspect a sequence of records. Your finance team still owns reconciliation, accounting treatment, approvals and the final decision.
Do we need a data team or clean data first?
No. Bring one question and the names of the systems behind it. A dedicated team maps the sources, joins the records and builds the result with you. Your team sets ownership, privacy and quality rules.
What does it cost, and what happens on the call?
The first call checks the outcome, the sources and the fit. No system access is needed for that conversation. If it fits, we map the data in a working session. The build is a separate engagement, scoped and priced before work begins; there is no public rate card.
Your next step
Bring the question you keep coming back to.
We’ll talk through the outcome, where its data lives and whether a build fits. No system access needed for the first call.
Book a Call
Free first call. Scope and price agreed before a build begins.
Is it a fit?
An honest fit check.
A good fit
This may suit you if…
- You need to trace a result across CRM, accounting and payments.
- Deal and invoice IDs can link the recorded steps.
- Your finance team owns the definitions and review.
Probably not a fit
This may not suit you if…
- Your question is already answered by the ledger alone.
- You need accounting advice or an audit opinion.
- You expect a tag to replace reconciliation or approval.