Course Description

Booking is the most critical and most fragile moment in the Order-to-Cash process. It’s where a signed contract becomes real revenue, and where most downstream problems quietly begin.

In this 60-minute webinar, we focus exclusively on booking as a strategic control point, not an administrative step. We’ll unpack why billing errors, revenue recognition issues, audit findings, and customer escalations so often trace back to deal close, and why manual booking review simply cannot scale with modern SaaS complexity.

You’ll see how real-time contract-to-system validation changes the model entirely. Instead of spreadsheets, inbox queues, and quarter-end firefighting, finance teams can move to zero-friction booking, finance-by-exception, and continuous audit readiness.

This session is designed for SaaS finance leaders who want faster closes, cleaner revenue, and fewer surprises after the deal is signed.

Learning Objectives
By the end of this webinar, attendees will be able to:

• Explain why booking is the single highest-leverage control point in the Order-to-Cash lifecycle.
• Identify the four structural sources of booking errors, including contract ambiguity, quote drift, policy gaps, and human translation risk.
• Understand how booking errors cascade into billing disputes, revenue recognition corrections, forecast distortion, and customer friction.
• Describe what real-time contract-to-system validation looks like in practice, including automated policy enforcement and pre-billing integrity checks.
• Evaluate whether their current booking process is scalable, audit-ready, and fit for growth.
• Understand how finance teams can transition from manual deal review to finance-by-exception without slowing sales or changing existing systems.

Prerequisites

• None

Who Should Attend

CPAs, accounting/finance professionals and leaders who work with the revenue cycle.