Most finance teams are stuck reconciling data that should already match. We connect Salesforce to your finance stack so revenue, pricing, and renewals live in one source of truth — instrumented, not improvised.
We've seen the same six fractures across 100+ Finance × RevOps engagements. None of them are about effort. All of them are about plumbing.
This isn't a data problem. It's a systems problem.
Each fix solves a specific gap between Sales, Finance, and Operations. Connected, they eliminate the reconciliation loop.
We don't sell features — we ship the connection. Below: every recurring failure, paired with the instrument that closes it.
Bi-directional sync between Salesforce and Sage so Revenue and Finance live in one system. No more exporting, pasting, and praying.
Dashboards and automated snapshots that power your KPI Tree and Heartbeat reports. Real-time, trustworthy, built for exec review.
Connect your pricing architecture directly to opportunities. Track YoY changes so Finance sees exactly how pricing evolves.
Surface seat usage, upgrades, and upsell signals directly inside CRM.
Differentiate new business from expansions at the record level — no manual tagging.
Order forms attached to accounts inside Salesforce. No more hunting through shared drives.
Replace the spreadsheet with CRM-native renewal tracking. Automated alerts, clean timelines, and no more surprises 30 days out.
We'll audit where your Finance and CRM data diverge, show you exactly what's breaking, and build the system that fixes it. Sprint-based. Outcome-measured.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
