Revenue management

Revenue management that enforces accuracy and tracks every dollar

Q: What is revenue management?

It's a platform that standardizes, automates, and documents every step of the revenue workflow, from contract approval to recognition.

Q: How does Process Street support revenue teams?

We enforce workflows, automate triggers, and track compliance with audit-ready records for every action.

Q: Does this support ASC 606 and IFRS 15 compliance?

Yes. Workflows can be aligned to regulatory standards and structured to enforce documentation and review steps.

Q: Can this integrate with our CRM or ERP?

Absolutely. Process Street connects with Salesforce, NetSuite, QuickBooks, and other platforms via integrations or API.

Q: How quickly can we launch?

Most teams go live in under a week using our no-code platform, templates, and onboarding support.

Q: Is this secure for financial data?

Yes. Role-based access, version control, and full audit logs are built into every workflow.

Automate approvals, align teams, and audit-proof your revenue workflows with Cora, your AI compliance partner.

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Revenue management that enforces accuracy and tracks every dollar

Trusted by more than 3000 companies

What's your biggest revenue management challenge?

Standardize revenue workflows across sales, finance, and operations with built-in task routing and checks.

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Revenue accuracy is not just about numbers, it's about process.
When workflows live in spreadsheets, tasks rely on email, and compliance is checked after the fact, revenue leakage and audit risks multiply.

Process Street's revenue management gives finance and ops teams structured, automated workflows that track every revenue moment, with Cora ensuring accuracy, compliance, and proof.

Standardize revenue approval workflows

Create templates for booking, milestone approvals, and contract reviews with defined roles and steps.

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Automate revenue recognition triggers

Start workflows automatically based on CRM updates, project milestones, or billing events.

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Assign ownership across functions

Route tasks across sales, finance, and delivery teams with built-in accountability and real-time visibility.

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Maintain full audit trails

Track every document, approval, and adjustment with time-stamped logs and user history.

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Meet Cora:
your AI compliance partner

Cora is your always-on revenue controls engine. Built into Process Street, Cora monitors your revenue workflows to flag issues, enforce rules, and generate audit-ready proof.

Triggers workflows automatically Based on CRM changes, billing events, or project progress
Flags risks and delays Surfaces overdue tasks, missing approvals, or out-of-policy actions
Enforces compliance standards Aligns every workflow with ASC 606, IFRS 15, or internal controls
Prepares for audit Exports documentation for revenue schedules, controls, and approvals instantly

Cora turns revenue compliance into a built-in process,
not a separate project.

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Link to CRM, ERP, or billing systems

Connect workflows to Salesforce, NetSuite, QuickBooks, and more to reduce manual entry and sync key events.

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Customize templates by revenue type

Use logic-based workflows tailored to subscriptions, services, milestones, or usage-based models.

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Track KPIs and workflow metrics

Monitor revenue recognition time, approval cycle time, and exception rates in real time.

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Control access with permissions

Set role-based access for sensitive financial workflows and approvals.

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Finance, revenue operations, and compliance teams use Process Street's revenue management to control and document revenue activities:

Booking and contract review

Ensure deals are reviewed, approved, and documented before revenue is booked.

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Milestone-based recognition

Track delivery steps and trigger recognition based on project completion or usage.

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Deferred revenue management

Route deferrals and recognition schedules with built-in logic and compliance checks.

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Revenue adjustment and reallocations

Log adjustments, approvals, and justifications with time-stamped records.

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Audit and compliance reporting

Maintain ready-to-export logs for SOX, ASC 606, or external audits.

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Cross-functional revenue workflows

Align sales, delivery, and finance on revenue-critical actions with shared workflows.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is revenue management?

How does Process Street support revenue teams?

Does this support ASC 606 and IFRS 15 compliance?

Can this integrate with our CRM or ERP?

How quickly can we launch?

Is this secure for financial data?

Trusted by 3000+ companies

From SaaS to services and manufacturing, Process Street powers
revenue operations with clarity, control, and compliance.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results