Finance and performance

Revenue Leakage Detection

Operational records reconciled against invoices to catch unbilled parts and labor, contract terms missing from invoices, accessorial charges, and documented care that was never charged.

The problem

Work gets done and recorded in one system, and billed from another. Parts used on a service call, a contracted escalation, an accessorial charge, or care documented in a chart can all fall through the gap, and nobody notices revenue that never appeared.

Who owns it

The CFO or head of revenue operations, with billing and the operations teams whose records show the work.

What it learns from

  • Work orders, job records, and parts usage
  • Contracts and their billing terms
  • Invoices and billing history
  • Shipment and delivery records
  • Clinical documentation and charges, for care providers

How it works

Predict, decide, act, measure

The same four steps in every solution, in this order, each one visible to the team that owns it.

  1. 01

    Detects work without a matching charge

    Operational records are reconciled against invoices, and models score the likely missed charges where the match is not exact, such as parts recorded in a note but not on the invoice.

  2. 02

    Decides what to bill through a policy

    Thresholds by amount and confidence decide whether a charge is added, drafted for review, or left. Charges to a customer above a set value, and any change order, need approval.

  3. 03

    Acts in the billing system

    The missing charge is added to the next invoice with its evidence, or a change order is drafted for the account owner to send.

  4. 04

    Measures recovered revenue

    Only charges that were billed and collected are counted. Disputed or reversed charges are tracked so the policy stays accurate.

What it moves

The business levers

Recovered revenue

Charges for work already done, now billed and collected.

Contract terms enforced

Escalations and terms applied as agreed.

Billing accuracy

Fewer disputes, because every charge carries its evidence.

Process fixes

The places revenue leaks, made visible so the process can be fixed.

Proof

How the return is proven

The return is the revenue billed and collected from detected charges, net of reversals, stated against the return model agreed up front. Dispute rates on added charges are reported beside it.

What you see: the ROI readout

Every solution produces the same readout, assembled from the system's own records rather than built by hand.

Correctness

The checks the pipeline passed on your own data: leakage, point-in-time, and entity resolution.

Incrementality

The incremental effect against the holdout or equivalent design, with its confidence interval.

Return

The measured return against the investment, set beside the return model agreed before work started.

Guardrails

Complaints, cost, margin, fairness, and contact limits, each shown against its bounds.

Audit extract

Every score, action, and outcome, with the model and policy versions behind it.

Governance

What is governed

Access, approvals, and the audit trail are part of the solution, not a review step added at the end.

Identity-scoped access

Operational and billing records are visible by role through your single sign-on.

Approval gates

Charges above a set value and every change order need the account owner's approval.

Audit trail

Every detected charge is logged with the records that support it and its outcome.

Billing and health-privacy rules

Charges follow the customer's contract and the billing rules that apply. Where clinical records are read, they are handled under the health-information privacy rules that apply to them.

Why it holds up

Trained on your data, framed by the outcome

This solution trains models on your own data, checks every stage from data to decision, and is measured against the outcome it was built for. Because its predictive power is measured, it also shows the drivers behind the metric, so your team can fix causes as well as act on scores.

Why solutions hold up

Start with one decision

Bring the problem and the systems your team works in. We scope the first solution with you, agree how its return will be measured, and run it in production with your people.