Revenue Integrity for Finance
Know which commerce records you can rely on.
HBOps verifies Shopify commerce activity against the NetSuite records it requires. See which records are verified, which discrepancies need attention, and which checks still need evidence.
One-week setup. Your existing systems stay in place.
Revenue Integrity for Finance
Supported Shopify activity checked against required NetSuite records
- Order edited after paymentVerifiedOrder and billing recordsVerifiedRequired records agree after the edit.
- Refund issuedNeeds attentionCredit memoNeeds attentionRequired credit memo not found in verified NetSuite evidence.
- Exchange createdPendingOriginal and replacement legsPendingReplacement leg has not reached its expected stage yet.
- Payment capturedEvidence neededPayment recordEvidence neededNot enough evidence yet to finish the check.
Reliable records
Reliable numbers start with reliable commerce records.
Orders are edited, refunds arrive, and exchanges create new obligations. Revenue Integrity checks whether the required commerce records reflect those events within the agreed scope. Your finance team can use that evidence in its daily review and close preparation.
- Orders are edited
- Refunds arrive
- Exchanges create new obligations
Verification states
See what is verified and what needs attention.
- Verified
- The required records agree within the completed verification scope.
- Needs attention
- The evidence supports a discrepancy that needs investigation or correction.
- Pending
- A legitimate next step has not yet reached its expected stage.
- Evidence needed
- The available evidence is insufficient to finish the check.
Finance questions
Know what stands between you and reliable commerce numbers.
- Which commerce transactions have the records they require?
- Which discrepancies are supported by evidence?
- Which items are pending for a legitimate reason?
- Which checks are still incomplete?
- After a correction, do the required records now agree?
Illustrative scenario
See a refund exception through to verification.
In this example, the refund flow requires a NetSuite credit memo.
Refund exception
Stage 1 of 4 · Detected
Shopify
Refund
Issued and recorded
NetSuite
Credit memo
Not found in verified evidence
Checks at this stage
- Refund recorded in Shopify
- Credit memo present in NetSuite (failed)
- Amounts and relationships agree (not yet checked)
Transaction evidence
Give finance clearer transaction evidence.
HBOps focuses on the commerce activity behind the records. Your finance team gains evidence about the supported Shopify activity and its required NetSuite records, including discrepancies and incomplete checks.
Revenue Integrity
- Verification of supported commerce records
- Evidence about supported Shopify activity and its required NetSuite records
- Discrepancies and incomplete checks
Your finance team
- Reconciliation
- Period locking
- Account sign-off
- The financial close
Revenue Integrity verifies the supported commerce records. Your finance team keeps responsibility for reconciliation, period locking, account sign-off, and the financial close.
Free trial
Free trial for one monthly close cycle.
Evaluate HBOps through one month-end close. Review the findings with your team, guide the appropriate corrections, and verify the resulting commerce records within the agreed scope.
- Your close calendarAgree scope and trial dates before starting
- One-week setupOnce access and scope are ready
- One close cycleEvaluate HBOps through one month-end close
Trial dates align with your month-end close. We agree the supported scope and commercial terms with you before the trial starts. Set up in one week once required access and scope are ready. Keep your existing systems.
Request your trial
Tell us about your setup. We will reply to agree scope and dates.