CRM-Linked Auto-Extract Audit-Ready

From PDF contract to live billing schedule with no code

Enso's AI reads your contracts wherever they live and extracts SKUs, pricing models, discounts, and revenue recognition rules into an executable system, so your order to cash process runs without manual intervention.

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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

Where contract setup breaks down

Manual transcription of enterprise contracts leads to billing errors, missed revenue, and audit risks.

  • 01
    Terms locked in PDF silos

    Custom pricing, volume tiers, and non-standard payment terms are signed on custom contract PDFs. Finance teams must manually read these documents to configure billing, which takes hours per deal.

  • 02
    Inconsistent sales handoffs

    Relying on sales reps to email deal details or fill out internal sheets leads to errors. Wrong start dates, missing addenda, and incorrect tax terms go unnoticed until a customer complains about their invoice.

  • 03
    Lost contract amendments

    Tracking mid-term upgrades, expansions, and cancellations in spreadsheets is highly error-prone. Finance often misses these updates, causing under-billing and lost revenue.

  • 04
    Untraceable billing schedules

    When a billing schedule is set up manually in the invoicing tool, there is no direct link back to the specific contract clause. Auditors have to request manual proof for individual items, prolonging compliance checks.

Three steps from signed contract to active billing

Step 1
Connect

Link DocuSign, Salesforce, HubSpot, or upload PDFs directly. Enso pulls contracts from wherever they live.

Step 2
Extract

AI reads every clause: pricing models, volume tiers, discounts, amendments, tax IDs, and revenue recognition schedules.

Step 3
Execute

Billing logic is codified into a live schedule. Contract amendments automatically propagate downstream.

Stop re-reading your own contracts every billing cycle

  • Hours → Minutes

    Contract setup that used to take a finance analyst half a day is done in minutes.

  • Zero Re-entry Errors

    Pricing logic is captured once and flows through your entire order to cash process. No manual copying between CRM and billing systems.

  • Amendment-Aware

    Contract changes propagate automatically. No spreadsheet tracking which version of a deal is live.

  • Full Audit Trail

    Every extracted field is traceable back to the original contract clause for audit and compliance.

"

We used to have a part-time analyst just re-keying contract terms into our billing system every month. Enso eliminated that entirely.

— VP Finance, Enterprise SaaS

Common questions

What contract formats does Enso support?
Enso reads PDFs, Word documents, and structured data from DocuSign, Salesforce CPQ, and HubSpot Deals. Scanned contracts and handwritten amendments are also supported via OCR.
How does Enso handle contract amendments?
Amendments are ingested the same way as original contracts. Enso diffs the amendment against the base contract and updates only the fields that changed: pricing, term dates, and volume commitments, leaving the rest intact.
Does Enso work with multi-element arrangements?
Yes. Enso extracts each performance obligation separately and applies the correct rev-rec method (ratable, milestone, usage-based) per element, consistent with ASC 606.
Does Enso comply with US, EU, and India data and contract requirements?
Yes. For US customers, contract data is processed within US-based infrastructure and Enso holds SOC 2 Type II certification, meeting the procurement requirements of most US enterprise buyers. EU customers can configure EU data residency, and Enso signs GDPR data processing agreements with standard contractual clauses. For India, Enso extracts Indian-specific contract fields including GST registration numbers and PAN details, and supports data processing under applicable IT Act frameworks.

Ready to see it in action?

Book a 30-minute demo and see how Enso handles your specific billing and revenue workflows.

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