Financial workflow
Revenue cutoff
Invoice and payment events are evidence, not recognition authority.
What this helps you do
From the financial question to a clear next move.
- The problem
- Contract, performance, billing, and recognition evidence disagree at period end.
- When it matters
- Period end, renewal, modification, or late acceptance.
- What TallyUp does
- Relate obligations, service or acceptance, invoice, deferred balance, refunds, and ledger recognition by period.
- What it looks at
- Contract, obligations, service or acceptance, invoice, deferred balance, refunds, cash, and entries.
- What you decide
- Support recognition, defer, or retain an explicit blocker.
- What improves
- Revenue under review; missing evidence; adjustment amount; review time; post-close adjustments.
- A fair question
- Billing or Stripe gives revenue. Neither determines transfer or accepted period treatment.
Fictional example—not a customer
Aster Works, Inc.
These example values show how the workflow behaves without implying a customer result.
- What happened
- $128,000 of August revenue is under review.
- What needs attention
- Two renewal acceptance records are missing.
- What supports the review
- Contract, obligations, service or acceptance, invoice, deferred balance, refunds, cash, and entries.
- What the person decides
- The controller holds recognition and assigns evidence collection.
- What happens next
- The close remains blocked until accepted evidence changes the position.
Revenue cutoff
Consolidated groupCurrent period
Supported revenue
$1.26M
$94k moved by cutoffNow2 weeks4 weeks6 weeks
Records behind the answer
See what should agree.
Contract termsConnectedDelivery evidenceConnectedBilling eventsConnected
Contract obligations, service evidence, invoices, deferred balances, and ledger recognition agree by period.
Who owns the next step
Revenue accounting
Owns the answer and the next handoff.
PrepareReviewDecide
What happens next
Review cutoff evidence
Period revenue is supported by delivery, contract terms, billing, and accepted treatment.
Explore this workflowPositionEvidenceOwner
More financial work
Operating questionReceivables agingOperating questionPayables timingOperating questionCash and liquidityOperating questionSpend and accrualsOperating questionPayroll liabilitiesOperating questionForecast varianceOperating questionController close readinessOperating questionProcessor-to-bank settlement
Revenue cutoff
See this financial work in TallyUp.
Choose the financial question you want to see. We will shape the walkthrough around that work and the people responsible for it.