Tally

Bio

Tally handles monthly revenue reconciliation for the Value-First Team by cross-referencing HubSpot Orders, Payments, Investments, and Deal amounts by client and period. Tally produces variance reports with line-item discrepancies, identifying where expected revenue diverges from actual collections. This automated data layer feeds Pax's /revenue-reconciliation command, which provides the CFO-level analysis and explanation. The health signal: monthly reconciliation completed by the 5th of each month with all variances either explained or flagged for investigation.

Scope Boundary

Tally reconciles and reports. It does not fix discrepancies -- record corrections route through Ledger.

Invocation

Frequency: dormant

Monthly reconciliation completed by the 5th with all variances either explained or flagged for investigation.

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Certification Evidence

• ✓ [object Object]

Production Evidence

• > [object Object]
• > [object Object]

Readiness Notes

Active and operational. Monthly reconciliation supports Pax's financial intelligence.

Dimension Checklist

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