Commission Accuracy You Can Trust. Export With One Click.
Automated calculations, audit logs for key activity, expense and PTO approvals, and clean payroll exports — every cycle.
Automated Commission Calculations with Audit Trail
Every commission is calculated automatically based on the signed comp plan — rate tiers, quota context, and deal type modifiers all factored in. Every calculation is logged and auditable.
Acme Corp
Sarah Chen · New Business
Expense Approval Workflows
Expense reports flow through a structured approval process — submitted, under review, approved, paid. Policy enforcement is built in. No more chasing receipts over email.
Expense Approvals
Sarah Chen
Q1 Client Visits · 3 items
Phil Martinez
INBOUND Conference · 6 items
Jake Wilson
Feb Mileage · 8 items
PTO Approval Workflows
PTO requests with balance tracking, approval workflows, and clean exports for HR. Multiple leave categories, automatic accrual tracking, and team calendar visibility.
PTO Approvals
Sarah Chen
Vacation · Mar 15–19 · 5 days
Phil Martinez
Personal · Mar 17 · 1 day
Jake Wilson
Vacation · Apr 7–11 · 5 days
Clean Exports for Payroll
One-click export of commission data, expense totals, and PTO balances — formatted and ready for payroll. No manual cleanup, no formula errors, no late-night reconciliation.
Payroll export
June commission run
Included fields
CSV · XLSXCommission payouts
Current pay period
Approved expenses
Current pay period
PTO balance changes
Current pay period
Validation complete
42
payees
0
errors
3
sources
Digital Signature Comp Plans
Every comp plan is digitally signed with document ID, timestamp, and IP tracking. Downloadable as PDF. Always up to date. No more chasing paper signatures or digging through email.
Q2 2025 Comp Plan
Sarah Chen · Account Executive
Rate Tiers
Digitally Signed
Doc ID: CP-2025-Q2-0047 · Mar 28, 2025 · 10:32 AM
Policy Enforcement Built In
Expense policies, approval thresholds, and category rules are enforced automatically. Flagged items surface for review. Compliant by default, not by accident.
Expense Approvals
Sarah Chen
Q1 Client Visits · 3 items
Phil Martinez
INBOUND Conference · 6 items
Jake Wilson
Feb Mileage · 8 items
Built for Finance Teams
Compliance, audit trails, and automation that reduce your workload and keep you audit-ready.
ASC 606 Compliance
Commission expense capitalization, amortization schedules, automated journal entries, and GL account mapping. Useful workflows for finance teams preparing cleaner commission records and reviews.
Clawback Automation
Configurable clawback policies auto-trigger on churn or downgrade. Protect recognized revenue without manual tracking. Risk badges flag at-risk deals before they close.
Draw Reconciliation
Track draws, advances, and recoveries automatically. Rep commissions apply against outstanding balances in the correct order. No spreadsheets to maintain.
Audit Log Exports
Export audit trails to CSV for internal reviews. Key calculations, changes, and approvals include timestamps and user IDs so finance can follow the payout history.