Find earned revenue that may not have been billed.

Look between the records.

Your accounting tool holds invoices and payments. Your project records show what happened. The signed agreement and any amendments define the commercial conditions.

The proposed RevenueGuard review would compare those records and identify possible gaps worth checking, with evidence and financial value where the inputs support it.

The intention is to work alongside tools such as QuickBooks, Xero, and your project software. Start with exports and verified terms; no direct integration is available today.

What the first review would use.

1. Agreed work. A signed statement of work, amendments, applicable rates, milestones, and payment conditions.
2. Approved changes. Records of additional scope and the customer’s agreement to its cost and schedule impact.
3. Delivery evidence. Completion, acceptance, or other records relevant to the agreed billing trigger.
4. Invoice exports. Spreadsheet exports in CSV format, checked for full, partial, combined, or already issued billing.

Begin by describing your problem through the enquiry form. Any later review needs an agreed scope and appropriate arrangements for confidential records.

What the result would show.

An evidence-backed exception report: the expected commercial event, the records supplied, any unmatched or inconsistent item, the value potentially at stake, and the next question for finance.

“No invoice matched in the supplied records” is a question to investigate, not proof that an invoice was never issued.

A missing amendment, incomplete export, partial invoice, or unmet acceptance condition can change the finding. Potential billing, confirmed eligibility, invoices issued, and cash collected remain separate outcomes.

Start even earlier: record the change.

A narrow first workflow could help a contractor or agency describe extra work, show its price and schedule impact, obtain a clear client decision, and retain the record for invoicing.

This connects change-order approvals to the wider RevenueGuard direction: commercial changes should not disappear between a conversation, delivery, and billing.

Let corrections improve the next check.

A useful workflow would let the customer confirm a genuine gap, find an existing invoice, correct a match, supply an amendment, or mark the evidence as incomplete.

Track whether a review item led to an approved charge, an invoice, and eventually a payment. Those steps answer different questions and should not be reported as the same success.

Keep the economics and fairness visible.

Investigation time, record quality, uncertainty, and the commercial relationship all affect whether an action is worth taking. The objective is to protect legitimate earned value, with decisions owned by an authorized person.

A report would not establish a legal right to recover money or automatically invoice a customer. If a paid pilot is agreed, its price, inputs, limits, deliverable, and turnaround should be clear before work starts.