Close out every month with accuracy, integrity and compliance from every department
Automate your reconciliation process to track your financial performance, limit discrepancies, and make better decisions based on reliable data
Trusted by enterprise teams to streamline reconciliation processes and reduce manual effort
Enterprise-Grade Data Pipeline Platform
Unified solution for complex data operations at scale
Empowering teams to improve efficiency around revenue reconciliation
Revenue Operations
Rev Ops Team Challenges
- Reliance on engineering team to aggregate, normalize, and unify data from hundreds of sources
- Manual, time consuming data reconciliation
- Business teams unable to access insights around revenue drivers
- An automated, transparent single source of truth accessible to all stakeholders
- Timely, complete and accurate data and reporting
- Customized dashboards and reports around metrics that matter to your business
Data
Data Teams Challenges
- Incomplete data hinders a complete view of performance
- Siloed teams prevent collaboration
- Manual number crunching causes productivity bottlenecks
- Automated, streamlined data feed that brings together first- and third-party data
- Transparent, trustworthy reports accessible by all teams
- Customizable dashboards and reports free up time for strategic recommendations
Resources for success
Frequently asked questions
Common questions for finance / reconciliation
Switchboard automates data ingestion from both first-party sources like Order Management Systems (OMS) (e.g., Boostr) and third-party platforms like Google’s DoubleClick Campaign Manager (DCM). This eliminates manual data compilation, ensuring a seamless and accurate reconciliation process.
Switchboard's automated process provides valuable reports on billable revenue, campaign pacing, and revenue at risk. By automating these processes, publishers can eliminate human error, enhance accuracy, and make data-driven decisions faster to optimize revenue and campaign performance.
Switchboard automates complex, time-consuming normalization and reconciliation processes that many publishers do manually. By automating these processes, our platform empowers publishers to focus strategic activities that retain customers and grow their business. These automations include:
EOM Reconciliation Data – Automates ingestion of third-party campaign data for seamless billing submission to Boostr or the OEM of your choice.
Revenue at Risk Tracking – Provides daily, weekly, or monthly reports/dashboards comparing third-party campaign pacing against booked value to monitor under-delivery and revenue impact.
Inventory & Capacity Forecasting – Maps OMS-level data against historical data to provide forecasting for sales planning, delivery, and yield, including cost and make-good tracking.
Our dashboards offer clear, accurate, reliable metrics that allow revenue operations and sales teams to assess pricing strategies, identify revenue opportunities, and optimize product monetization for maximum revenue. This results in advantages such as:
Holistic View – See product value and revenue management effectiveness across the entire portfolio in one customizable view. Quickly identify high-cost products and those with the highest potential for revenue growth.
Operational Efficiency – Identify high-cost products and maximize revenue generation.
Flexibility – Drill down by package or individual product level.
Reliable Data – Eliminates manual errors, ensuring trustworthy and accurate insights.
Timely & Accurate Reporting: Eliminates errors and delays from manual reconciliation between the ad server and third-party data. Switchboard offers a user-friendly interface for reporting to finance teams and clients, including monthly reconciliation billing status.
Direct Integration: Provides a clear view of OMS data (insertion orders, billable budget, forecasted budget, budget booked by month).
Whether data is sent via APIs or CSV files, Switchboard automates ingestion and normalization, ensuring all data is accurate and centralized for analysis in tools like Looker and Tableau.