Revenue Recovery Workflow

Turn every leakage opportunity into an action record with owner, method, and collected-vs-expected tracking.

LedgerOS UI Design Lab · Demonstration Data — no automations are executing and no records are modified.

Open opportunity

$14,850

Collected

$620

Median confidence

88%

Acme Holdings

Unbilled reimbursables (4)

On next invoice

$3,200

Confidence 94%

Owner Sales Ops · Bundle into INV-2101

Blue Ridge Legal

Overage on retainer

Verified

$1,450

Confidence 88%

Owner Rose · Send addendum

Pacific Retail

Unbilled hours

New

$5,800

Confidence 76%

Owner Sales Ops · Verify with PM

Northgate Ventures

Duplicate refund reversal

Collected

$620

Confidence 100%

Owner Christin · Applied

Sunrise Group

Scope creep

Contacted

$4,400

Confidence 62%

Owner Rose · Awaiting reply

Old Legacy Co

Aged unbilled

Non-recoverable

$900

Confidence 34%

Owner Sales Ops · Write off