AI CFO Workbench v1.31.0

The AI operating layer
for finance.

Built by CFOs who have lived this problem at scale.

Enso Logo
Enso
Summary
Contracts
Metering
Invoices
Revenue
Collection
Setup
Settings
Alex
Alex Pro Account
Which invoices are past due?
Hello Alex
Good Morning
Time Period

Collections

Past due & at risk
Past due 15+ days 3
AC
Acme $12,400 · 15 days
HL
Hooli $84,000 · disputed
UM
Umbrella $2,100 · 22 days
View All
Follow-ups sent today 2
GL
Globex Reminder 2 sent
IN
Initech Reminder 1 sent
View All

Collections Overview

Sep – Oct 2025
Oct
▲ 5.2% $3,920,000
Sep
▲ 10.0% $3,725,400
Aug
▲ 8.6% $3,386,700

Days Sales Outstanding

Trailing 6 months
Sep 2025 36 days ▼ 2.4%
38 days Avg DSO
30 days Target

Disputes

1 open
Hooli
$84,000
Invoice
INV-2198
Status
Under review
aiko · dispute review
why is hooli disputing inv-2198?
Pulling contract terms, invoice line items, and raw usage logs...
Contract · CTR-0041
PlanGrowth · API Platform
Included calls2,400,000 / mo
Overage rate$0.19 / 1k calls
Billing periodApr 1–May 31
Invoice · INV-2198 Verified ✓
Base platform fee$4,400.00
API overage · 440k × $0.19/1k$83,600.00
Total$84,000.00
Raw usage · Apr–May Matches invoice ✓
Apr 1–7580,000
Apr 8–13612,000
Apr 14–28 ⚠ disputed892,000
Apr 29–May 31756,000
Overage billed$83,600.00
Logs match the invoice exactly. Likely a duplicate count during their Apr 17 service degradation.
what should i do?
Checking account context...
Hooli is likely expanding to Enterprise in Q3. The renewal is worth more than this invoice. Recommend a credit note for the disputed window only (~$33,000).
Done. Credit note issued, Sarah K. notified via Outlook.
Trusted by finance teams at

Why Order to Cash breaks

Dashboards don't run operations. Passive views leave you with a massive manual click-tax

Modern B2B companies run usage-based, tiered, hybrid, and deeply negotiated contracts. But the systems haven't caught up. The end-to-end contract to cash process is fragmented. Contracts live in your CRM and PDFs. Usage data lives in product databases. Billing logic evolves in spreadsheets. Revenue recognition happens in your ERP. Amendments live in someone's inbox.

77% of companies below $50M ARR and 53% of companies at $50M–$100M ARR still manage close in spreadsheets. At $100M–$500M, it's 39%.

2026 CFO Tech Guide

How Enso works

One AI-powered layer. Full order to cash process. Integrated into your current stack.

Reads contracts from CRM, DocuSign, or PDFs. Codifies SKUs, pricing models, revenue recognition rules, and amendments into executable billing logic.

Extract SKUs and rev-rec terms from the Acme Corp MSA
AI Contract Extraction ✦ Processing

…The Customer, Acme Corp Ltd., agrees to an annual commitment of $120,000 for the Enterprise Annual plan, inclusive of a 15% volume discount. Tax registration number 27AABCU9603R1ZX. Revenue recognition over 12 months commencing January 1, 2025

Extracted Fields
CompanyAcme Corp Ltd.
Tax ID27AABCU9603R1ZX
PlanEnterprise Annual
Commitment$120,000 / yr
Discount15% volume
Rev RecRatable · 12 mo
Start DateJan 1, 2025
AmendmentsNone

Usage billing software built into Enso. Ingests product usage data from any source and prices it against contract terms automatically.

Show active meters and usage this cycle
Active Meters 4 synced
MeterTypeRateThis Month
API CallsUsage-based$0.001/req1,247,832 reqs
Platform SeatsFlat rate$400/seat12 seats
StorageTieredVaries342 GB
AI CreditsUsage-based$0.002/credit84,201 credits
API Calls usage 62% of cap
Storage usage 34% of cap

Generates accurate invoices on schedule. No manual intervention, no spreadsheet gymnastics.

Generate the March invoice for Acme Corp
INV-2024-0341 Auto-generated
Acme Corp Ltd.
Issued Mar 1, 2025 Due Mar 31, 2025
DescriptionAmount
Inference API — 6,482,100 tokens @ $0.002$12,964.20
Fine-tuning — 840M tokens @ $0.001$840.00
Embeddings — 2,100,000 req @ $0.0001$210.00
Committed Use Discount (15%)−$2,102.13
Subtotal$11,912.07
Tax (18%)$2,144.17
Total Due$14,056.24

Produces compliant rev-rec entries directly in your ERP, ready for audit.

Recognize revenue for the Acme contract under ASC 606
Revenue Recognition ASC 606 · Variable
Acme Corp · #ENT-2025-001 $0.001/req · $100,000 annual min ($8,333/mo) · Jan–Dec 2025
MonthUsageRecognizedYTDStatus
Jan 2025 †6.2M reqs$8,333$8,333 Posted
Feb 20259.8M reqs$9,800$18,133 Posted
Mar 202513.4M reqs$13,400$31,533 Posted
Apr 2025~16M reqs$16,000$47,533 Forecast
Journal Entries · Mar 2025
Dr Accounts Receivable $13,400.00
Cr Revenue (API Usage) $13,400.00

Tracks payment status and accelerates cash collection with automated follow-ups and reconciliation.

Which invoices are past due, and what's the follow-up?
Collection Journeys ● Running · 3 journeys
Acme Corp Ltd.
15 days past due · Reminder 2 sent, citing net-45 terms
$12,400 Auto
GlobalTech Inc.
Payment received · Reconciled in NetSuite
$8,200 ✓
Nimbus AI
Line item disputed · Journey paused
$4,500
Flagged for review

Nimbus AI disputes the overage charge. Contract §4.2: 2,000 API calls/mo included · metered usage 2,840 calls. Journey paused pending your decision.

Bypass the NetSuite click tax

Orchestrate complex configurations, invoice matching, and ledger audits in plain text.

  • Intelligent ERP Orchestration: Instruct Aiko in plain text chat instead of navigating dozens of nested menus and forms.
  • Automated Reconciliation: Run pre-flight validations and three-way matching to catch anomalies before they hit your ledger.
  • Private & Flexible AI: Run frontier models via MCP or fast open-source models so your data never leaves your infrastructure.
Learn about Aiko →
Billing Setup via Chat ✦ Aiko Agent
Set up Initech LLC with customer alias initech and assign the Enterprise Usage plan starting tomorrow with API Requests priced at $0.05 per request and a $500 monthly minimum.
Checking entities...
Created Customer Alias: initech
Created Meter: API Requests ($0.05/req, $500/mo min)
Setup Summary
CustomerInitech LLC
MeterAPI Requests ($0.05/req · $500 min)
StartsTomorrow
View in NetSuite ↗
3-Way Match & Reconciliation ✦ Aiko Agent
I've uploaded this vendor bill PDF. Can you verify if it matches our open PO?
Parsing bill_initech_8921.pdf...
PO-2026-987 identified. Running validation...
Line ItemPO AmtBill AmtStatus
API Requests (240k reqs)$12,000$12,000Match ✓
Close Guardrails & Alerts ⚠️ Close Alert
Close Anomaly Detected (Month-End Close)

Contract ctr_xyz is marked 'active' but the SKU arrIncluded is set to 0. This is currently omitted from the ARR Dashboard.

Billing Cycle Notice

Customer GlobeX billing anniversary cycle was changed without a corresponding proration adjustment.

"

Salesforce and NetSuite start talking to each other. Invoices get generated on their own. RevRec is done without a problem. My team and I sleep better.

— Head of Sales Ops

Order to Cash, fully automated

Enso connects your existing finance tools, CRM, and ERP into a single continuous ledger-backed workflow.

01 Acquisition

Deal Capture & Sync

The moment a deal is won, contract details and client data sync automatically with zero manual entry.

Salesforce
HubSpot
Segment
Marketo
Salesforce, HubSpot, Segment, Marketo
02 Contract

Closes & Pricing Terms

Parse structured and unstructured contract terms into executable billing schedules and rules.

Pipedrive
Chargebee
Ironclad
Pipedrive, Chargebee, Ironclad
03 Metering

Usage & Event Ingestion

Ingest and aggregate high-volume consumption events and usage data from database sources.

PostgreSQL
MySQL
MongoDB
Snowflake
PostgreSQL, MySQL, MongoDB, Snowflake
04 Invoicing & Tax

Billing & Tax Calculations

Apply contract pricing models, aggregate usage, check discounts, and calculate tax rates globally.

Stripe
Avalara
Zoho
TaxJar
Clear
Stripe, Zoho, TaxJar, ClearTax, Avalara
05 Payments

Multi-Channel Processing

Collect global payments securely via cards, direct debits, and local bank transfers.

Stripe
PayPal
Adyen
Razorpay
Stripe, PayPal, Braintree, Adyen, Razorpay
06 Collection & Rec

Reconciliation & Dunning

Automate smart retry sequences for failed cards and reconcile bank payouts to invoices instantly.

Xero
Versapay
Tipalti
Sage
Xero, Versapay, Tipalti, Sage
07 Revenue Rec

ASC 606 & ERP Ledger

Amortize contract values automatically and post auditable journal entries directly to your ERP.

NetSuite
QuickBooks
SAP
Zoho Books
Tally
NetSuite, QuickBooks, SAP, Zoho Books, Tally
08 Reporting

Real-Time CFO Insights

Power custom dashboards with synchronized, clean, and real-time revenue performance data.

Tableau
Looker
Power BI
Tableau, Looker, Power BI

Enso in the real world

Multi-continent revenue operation

3 continents, multiple SKUs, Databricks and NetSuite

  • Codified spreadsheet-based billing logic into an executable system
  • Automated revenue entry processing end-to-end

Post-acquisition consolidation

3 acquired entities, 100+ financial services clients

  • Unified revenue recognition across separate legal entities
  • Normalized metering and contract terms
  • Transformed manual reconciliation into automated operational output

Revenue should be explainable, auditable, and predictable.

Enso is built with enterprise-grade security and compliance standards, giving finance teams the confidence to run mission-critical billing on top of it.

GDPR Compliant ISO Certified SOC 2 Certified
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