About this tool

The CRM-to-Invoice Checker helps small businesses compare won deals in their CRM with their invoice records. Upload the two exports to see which deals match invoice records and which may need a closer look. Use it as a starting point for a billing review. A deal without a matching invoice is a potential gap to investigate, rather than proof of lost revenue or a missed invoice. Differences in dates, names, or billing arrangements may need further review. The checker is free and requires no signup