Financial accuracy.
Revenue visibility.
No more surprises.
TekStack gives CFOs a single source of financial truth — connecting sales forecasts, project costs, billing, and renewal revenue in one platform so you can close faster, forecast better, and protect every dollar you've earned.
Finance is the last to know
— and the first blamed.
When revenue doesn't match what sales promised, when invoices don't reflect what was delivered, when renewal revenue walks out the door quietly — it all lands on the CFO's desk. Most of these problems trace back to disconnected systems and manual data handoffs.
Sales forecasts you can't rely on
Sales commit numbers come from a CRM that lives separately from reality. Deals marked "Commit" in the last week of the quarter slip. Forecast categories mean different things to different reps. You're adjusting for sandbagging and optimism simultaneously — and still getting surprised at close.
- ✓Forecast categories with stage-gate logic — commit means commit
- ✓Pipeline velocity and stage duration tracked automatically
- ✓Historical win rate by segment applied to forecast weighting
- ✓CFO-level pipeline view updated in real time — not exported weekly
Project costs and gross margins are invisible until it's too late
Delivery runs projects. Finance closes the books. By the time you see the margin on an engagement, it's already over. Over-allocated consultants, scope creep, and fixed-fee underpricing quietly erode profitability — and you find out in month-end reconciliation, not during delivery when something could still be done.
- ✓Live project margin — budget vs. actuals vs. forecast, always current
- ✓Cost rate vs. billing rate variance visible in real time
- ✓At-risk project alerts before overruns hit the P&L
- ✓Gross margin by engagement, practice area, and billing model
Billing leakage is silent and structural
Missed billing milestones. Time entries submitted three weeks late — or not at all. Rates applied inconsistently across clients or projects. Expenses never expensed. Each one is a small number; together they represent a material revenue gap that compounds every month and never appears as a single line item you can point to.
- ✓Unbilled work dashboard — time approved but not invoiced, flagged daily
- ✓Milestone billing tied to delivery completion — nothing slips automatically
- ✓Rate card enforcement — correct rate applied from contract at all times
- ✓AI-assisted time entry reduces late and missing submissions
Renewals are the most important revenue — and the least managed
Renewal revenue is higher margin, lower CAC, and more predictable than new logo — but it gets managed reactively. A contract expires. An auto-renewal triggers at the wrong tier. A multi-year deal lapses silently. The at-risk signals were there for weeks, but nobody in finance had visibility until the churn showed up in ARR.
- ✓Renewal dashboard — every expiring contract with health score and owner
- ✓Automated renewal workflows triggered well before expiry
- ✓GRR and NRR tracked in real time — not reconstructed at month-end
- ✓Co-termination tools align upsells to renewal date cleanly
AI token and message costs hit the P&L with no client recovery
AI is driving real cost into service businesses — inference costs, token consumption, API usage — and most companies absorb it as overhead rather than passing it through to clients. There's no mechanism to track AI usage by client, by project, or by engagement type, so you can't charge for it even when the contract allows it.
- ✓AI token and message costs tracked by client, project, and engagement
- ✓Usage-based billing rules apply AI costs to the correct invoice line
- ✓Pass-through cost recovery or margin on AI usage configured per contract
- ✓Full audit trail of AI consumption for client transparency
Sales & marketing is the biggest spend — and the hardest to justify
Sales and marketing typically represents the single largest operating expense in a B2B technology company. Yet the ROI conversation is almost always incomplete — because CAC by channel, pipeline-to-revenue attribution, and cost-per-acquisition data are scattered across a CRM, a marketing platform, and a finance system that have never been reconciled.
- ✓CAC by channel tied to won ARR — not just pipeline generated
- ✓Marketing spend attribution connected to closed revenue
- ✓Sales efficiency metrics — quota attainment, cost-per-win by segment
- ✓LTV:CAC ratio calculated automatically from CRM and subscription data
Every dollar earned
gets invoiced.
Billing leakage is one of the most underestimated financial risks in B2B services. It doesn't show up as a single line item. It accumulates quietly — a missed milestone here, a week of late time entries there, a rate applied incorrectly for six months — until you run a billing audit and the number is material.
TekStack connects contracts, delivery, time entries, and milestones in one data model. Finance teams can see exactly what has been delivered, what has been approved, and what has been invoiced — and where the gaps are — before the invoice run, not after.
The result is a shorter billing cycle, fewer invoice corrections, and zero revenue left on the table at month-end.
Late and missing time entries
Consultants submit hours late or not at all. By billing close, hours are guessed or forgotten — and T&M invoices understate the work delivered.
Forgotten billing milestones
Fixed-fee and milestone-based projects miss invoice triggers when project management and billing are in separate systems. Milestone completion doesn't automatically create an invoice.
Wrong rates applied to invoices
Rates change. Contracts get amended. But the rate in the PSA or billing tool doesn't always match the signed contract — especially for multi-year engagements with annual rate escalators.
Manual reconciliation between delivery and finance
Finance reconciles time records from the PSA against the billing system, then against the accounting package — a monthly exercise that absorbs hours and introduces errors.
Your highest-margin revenue
deserves a proper system.
Renewal revenue has the lowest CAC, the highest margin, and the most predictable cash flow of any revenue motion in a B2B services or software business. It deserves to be managed with more rigour than a shared spreadsheet and a calendar reminder.
TekStack treats renewal management as a first-class financial process. Every expiring contract is visible with its health score, owner, and risk level. Automated workflows start the renewal process months before expiry. Co-termination billing ensures that mid-year upsells align to the renewal date — keeping contracts clean and billing cycles manageable.
For CFOs, this means GRR and NRR are calculated automatically from the subscription data model — not reconstructed at month-end from a combination of CRM exports and accounting reports.
Renewal dashboard — complete visibility, every contract
Every expiring contract in one view: renewal date, ARR at risk, health score, account owner, and current status. Filterable by time horizon, segment, and risk level.
Automated renewal workflows — months before expiry
Renewal motions begin automatically 90, 60, and 30 days before expiry. Account managers get alerts. At-risk escalations reach leadership before clients decide to leave.
Co-termination billing — clean contracts, no sprawl
Mid-year upsells are prorated and aligned to the existing renewal date. No new contract anniversaries. No partial-year billing complexity. Renewals stay simple.
GRR and NRR — live, not end-of-month
Gross retention rate, net revenue retention, and churn are calculated automatically from the subscription data model — updated daily, available in Power BI, no Excel required.
The financial metrics
a CFO actually needs.
100+ pre-built Power BI dashboards across revenue, delivery, and sales & marketing — connected to one data model so every metric is consistent, current, and auditable.
AI that closes the
billing gaps automatically.
TekStack's AI capabilities are built to solve the finance team's most persistent problems — incomplete time records, missed invoice triggers, and manual reconciliation — without asking anyone to change how they work. It all runs inside your Microsoft tenant. No client data leaves your governance boundary.
AI-assisted time entry — hours captured from real work
TekStack's AI reviews calendar events, emails, and Teams activity to suggest time entries automatically. Consultants approve in seconds. Finance gets complete time records at billing close — no chasing, no guesswork.
Invoice-ready flagging — surface billing gaps before they're missed
TekStack's AI highlights work that's ready to invoice, flags mismatches between delivery records and billing schedules, and surfaces missing information before the billing run — not after a client dispute.
AI token and message cost tracking — billable or absorbed
AI inference costs — tokens, messages, API calls — are tracked by client, project, and engagement type. Billing rules apply these costs as pass-through charges or margin items on the correct invoice line, based on contract terms.
Finance questions answered in Teams — no dashboard required
The TekStack Agent answers finance queries — unbilled revenue, renewal pipeline, ARR, invoice status — directly in Teams chat. No switching to a separate application. No waiting for a weekly report.
Financial data with
enterprise-grade controls.
Financial data — billing records, contract terms, revenue figures, client invoices — is among the most sensitive data your company holds. As a CFO, you're accountable for how it's stored, who can access it, and how it's protected. Most CRM and PSA vendors store this data in their own cloud with security models you can't directly audit.
TekStack runs entirely inside your Microsoft tenant. All financial records live in Microsoft Dataverse — governed by Microsoft Entra, protected by the same controls you use across Microsoft 365. Your IT team manages access. Your compliance team audits via Microsoft's native framework. There are no vendor-owned silos holding your financial data.
For companies in regulated industries — financial services, healthcare, government — this means your operational data meets the same standards as your client-facing data handling. One governance model, applied consistently.
Financial data in your Microsoft tenant — nowhere else
Contracts, invoices, billing records, and revenue data live in Microsoft Dataverse inside your tenant. No vendor cloud holds your financial records. Your CFO-level data governance policies apply from day one.
Column-level security on sensitive financial fields
Rate cards, billing amounts, contract values, and cost data can be locked to specific roles using column-level security in Microsoft Entra — so the right people see the right numbers and nobody else does.
Complete audit trail for every financial record
Every invoice created, contract modified, billing rate changed, or revenue figure updated is logged through Microsoft's native audit framework. Full audit trail, available on demand, no vendor request required.
AI that operates inside your financial governance boundary
Time entry AI, invoice flagging, and token cost tracking all run via Azure AI inside your Microsoft tenant. Client billing data never passes through a third-party model. Auditable, governed, and explainable to clients and auditors.
Full capability.
A fraction of the cost.
The largest cost in most CRM and PSA deployments isn't the licence — it's the implementation, the ongoing support tiers, and the add-on modules for reporting and billing. TekStack includes all of it in one subscription.
| TekStack | Salesforce Sales + Service Cloud | |
|---|---|---|
| Subscription & billing management | Included — T&M, fixed fee, milestones, subscriptions | Requires CPQ add-on — additional licence cost |
| PSA / project costing | Included — live project margin, budget vs. actuals | Not included — requires a separate PSA tool |
| Real-time financial dashboards | 100+ pre-built Power BI dashboards — out of the box | Tableau add-on — separate product, separate cost |
| Renewal management | Included — GRR, NRR, automated workflows, co-termination | No native renewal management — requires custom build |
| Accounting integration (BC / QBO) | Deep native — invoices flow automatically, no re-keying | Third-party connector required — additional cost and maintenance |
| AI cost tracking & pass-through billing | Included — token and message costs billed per contract terms | Not available |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — Salesforce cloud; separate audit framework |
| Column-level security on financial data | Yes — via Microsoft Entra, no custom build required | Requires field-level security configuration per object |
| Implementation included | Yes — $0 additional cost | No — SI partner required, typically $50K–$500K+ |
| Platform licence — 50 users | ~$3,995/mo — all modules | ~$12,500/mo — Sales + Service Enterprise |
| Estimated total — year one, 50 users | ~$48,000 all-in | ~$340,000 — 7× more than TekStack |
Competitor estimates based on publicly listed pricing and typical SI market rates. Actual costs may vary.
| TekStack | HubSpot CRM Platform | |
|---|---|---|
| Subscription & billing management | Included — full invoicing and subscription management | Basic quoting only — no invoicing or billing automation |
| PSA / project costing | Included — live project margin, budget vs. actuals | Not included — no project delivery capability |
| Real-time financial dashboards | 100+ pre-built Power BI dashboards — out of the box | Native dashboards — limited depth for financial metrics |
| Renewal management | Included — GRR, NRR, automated workflows, co-termination | No native renewal management |
| Accounting integration (BC / QBO) | Deep native — invoices flow automatically, no re-keying | Third-party connector required — additional cost |
| AI cost tracking & pass-through billing | Included — token and message costs billed per contract terms | Not available |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — HubSpot cloud; separate governance framework |
| CAC and pipeline-to-revenue attribution | Tied to won ARR in one data model | Attribution limited to HubSpot-sourced pipeline only |
| Implementation included | Yes — $0 additional cost | No — partner onboarding typically $3K–$15K+ |
| Platform licence — 50 users | ~$3,995/mo — all modules | ~$5,000/mo — Enterprise CRM Suite |
| Estimated total — year one, 50 users | ~$48,000 all-in | ~$116,000 — 2.4× more than TekStack |
Competitor estimates based on publicly listed pricing and typical partner/onboarding market rates. Actual costs may vary.
Finance workflows that live
where your team already works.
Most financial data problems in B2B service businesses trace back to a friction point: the system of record is separate from where work actually happens. Consultants do their work in Teams, Outlook, and SharePoint — but they're asked to log it in a PSA. Approvers get a notification in email but have to log into a separate tool to act on it. The gap between where work happens and where it gets recorded is where revenue leaks.
TekStack is built natively on Microsoft 365 — not connected to it. All financial workflows run inside the tools your team already uses every day. Time entries are suggested from Teams and Outlook activity. Billing approvals happen in Teams. Invoices are created and sent without leaving the Microsoft environment. Dashboards run in Power BI on the same data model — no exports, no stale reports.
For finance teams, this means less chasing, less reconciliation, and data that's as current as the last Teams message.
Outlook — emails and meetings captured automatically
Client emails, meeting attendees, and calendar events are linked to the correct account, project, and billing record automatically — without anyone manually updating the CRM or PSA.
Teams — approvals, alerts, and time entry prompts in chat
Billing approvals, time entry reminders, milestone completion notifications, and renewal alerts all happen directly in Teams. Finance teams can approve invoices and flag issues without switching applications.
Power BI — financial dashboards on live data, not exports
Every financial metric — ARR, unbilled revenue, project margin, GRR, NRR — lives in Power BI on the same Dataverse data model. No CSV exports, no scheduled refreshes, no two teams with different numbers.
SharePoint — contract documents linked to billing records
Signed contracts, SOWs, and supporting documentation stored in SharePoint are linked directly to the corresponding billing record in TekStack — so finance teams can verify what was agreed without hunting through folders.
Business Central & QuickBooks Online — invoices sync automatically
Approved invoices in TekStack push directly to Business Central or QuickBooks Online. Revenue recognition, WIP, and deferred revenue sync automatically. Finance and delivery always see the same numbers.
One number.
No hidden costs. Ever.
Implementation, data migration, and unlimited support included in every subscription. No SI fees. No support tier upgrade. No add-on modules for billing or reporting.
- ✓CRM or PSA (one module)
- ✓Implementation + data migration
- ✓Unlimited application support
- ✓Max — 1 practice area
- ✓Outlook & Teams integration
- ✓Power BI + AI features + MCP server
- ✓CRM, PSA, Help Desk, Billing, Reporting
- ✓Business Central or QBO integration
- ✓Implementation + data migration
- ✓Unlimited application support
- ✓Power BI + AI agents + MCP server
- ✓Outlook & Teams integration
- ✓Everything in Business Edition
- ✓Marketing automation included
- ✓Max — 2 practice areas
- ✓10 hrs/month customization
- ✓Unlimited staging environments
- ✓Priority support SLA
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available · See full pricing details →
Questions CFOs
ask us most.
How does TekStack eliminate billing leakage specifically?
TekStack connects contracts, delivery records, time entries, and milestones in one data model. AI-assisted time entry captures hours from Teams, Outlook, and calendar activity automatically — reducing late and missing submissions. Milestone completion triggers an invoice-ready record without manual intervention. Billing rates are drawn from the contract at the time of time entry submission, not at invoice creation. And an unbilled work dashboard shows finance everything that's ready to invoice before the billing run — not after a client dispute.
How does the Business Central integration work?
TekStack has a native two-way integration with Microsoft Dynamics 365 Business Central. Approved invoices in TekStack push to Business Central automatically — no re-keying, no manual export. Revenue recognition, WIP, and deferred revenue are calculated in TekStack and synced to Business Central, so your finance team and delivery team always see the same numbers without a reconciliation step.
Can we track and bill AI token costs to specific clients?
Yes. TekStack tracks AI inference costs — tokens, messages, API calls — by client, project, and engagement type. Billing rules set at the contract level determine whether these costs are passed through at cost, marked up, or absorbed as overhead. The usage data appears as a line item on the invoice with full consumption detail, giving clients transparency and giving finance a clear recovery mechanism.
How are GRR and NRR calculated — and how current are they?
TekStack calculates gross retention rate and net revenue retention automatically from the subscription data model — not from invoice history or CRM fields that someone maintains manually. Both metrics update daily as subscription records change, and they're available in pre-built Power BI dashboards alongside MRR movement, churn by reason, and expansion ARR. You don't need to wait for month-end close to see your retention position.
How does TekStack help us justify the sales and marketing budget?
TekStack connects marketing spend and sales activity to won revenue in one data model. CAC is calculated by channel using actual closed ARR — not pipeline generated. Pipeline-to-revenue attribution shows which campaigns created the deals that actually closed. Sales efficiency ratio (new ARR per dollar of S&M spend) and LTV:CAC are calculated automatically and available in Power BI, giving you a complete ROI story for the board without manual data assembly.
Is TekStack auditable for companies in regulated industries?
Yes. Because TekStack runs on Microsoft Dataverse inside your tenant, every record change, access event, and data export is logged through Microsoft's native audit framework — the same framework used across your Microsoft 365 environment. Column-level security locks sensitive financial fields to specific roles. Your compliance team can pull a complete audit trail on demand without a vendor support request or custom export.
Every dollar earned.
Invoiced, retained, and visible.
No generic demo. We'll walk through TekStack's billing, renewal, and financial reporting capabilities with your specific business model in under an hour.
No obligation · Implementation included · Responds within one business day
