Source and contract intake
Import subscription context, upload contracts, or enter schedules manually. AI drafts accounting fields and the controller approves or edits before anything becomes a schedule.
Keel SaaS Close + Audit
SaaS revenue evidence auditors can test.
Keel helps controllers move deferred revenue out of fragile spreadsheets and into a controlled workflow: contract intake, recognition schedules, source evidence, customer and invoice checks, QBO tie-outs, assertions, approvals, and audit-ready support that feeds the PBC response workflow and final binder.
Revenue Control
April 2026 support
Human approved
01
Contract
AI draft, controller approval
02
Schedule
Service period, cadence, policy
03
Population
Customer and invoice checks
04
Assertions
Tie-outs, cutoff, JE approval
Revenue population
Ready
Invoice evidence reviewed
Deferred GL tie-out
Ready
Variance below threshold
Expected invoices
Review
One item assigned
Close binder
Ready
Evidence package current
Capabilities
Built for the revenue evidence chain auditors ask for.
Recognition schedule control
Track service period, contract value, billing cadence, expected invoice schedule, recognition policy, and account mapping.
Customer and invoice checks
Compare expected billing rows against QBO invoice evidence and source activity at the customer and invoice grain where evidence exists.
QBO tie-outs
Compare schedule-derived deferred revenue and recognized revenue against QBO-mapped general ledger accounts using policy thresholds.
Revenue assertions
Surface cutoff, population, complexity, billing, and policy exceptions for review instead of silently automating judgment calls.
Binder-ready evidence
Route journal entry proposals through approval or rejection, then carry schedules, invoices, tie-outs, exceptions, and approvals into the close binder.
Controller review
Precise where the schedule is mechanical. Careful where judgment is required.
Revenue support is bundled into SaaS Close + Audit because it is not a side add-on for this buyer. It is the proof layer auditors expect when deferred revenue is material.
Keel supports upfront-billed, time-based SaaS and service schedules.
Complex ASC 606 arrangements are flagged for controller review rather than automatically accounted for.
Keel reconciles against QBO invoices, GL accounts, customers, and source rows where the QBO mirror has evidence.
Human approval remains required for workflow-impacting decisions.
Approved entity-level JE proposals can be posted back to QBO with audit-backed evidence.