Qtell for Finance

Connect spend, revenue and risk across the business

Bring together finance, sales, marketing and operational data so Finance can verify what spend produces, test revenue forecasts against business performance and see where revenue is concentrated.

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CONNECT SPEND TO REVENUE

See what customer acquisition actually produces

Qtell can bring marketing spend together with customer and revenue data held in other systems, giving Finance a clearer view of what the business spends to acquire customers and what those customers go on to generate.

  • Customer acquisition cost by channel and campaign

    See what it costs to acquire customers from each source.

  • Time to recover acquisition costs

    See how long customer revenue takes to cover the cost of acquiring them.

  • Customer value compared with acquisition cost

    Compare what different customer groups generate with what the business spent to acquire them.

  • Revenue linked to marketing activity

    Measure marketing investment against the customers and revenue it contributes to.

VERIFY THE FORECAST

Compare current sales activity with previous conversion

Finance can use current sales information together with historical conversion and timing data to assess whether expected revenue is supported by previous business performance.

Where the relevant historical data is available, Qtell can compare current opportunities with previous periods, see how conversion differs by stage or customer type and identify where expected revenue is not supported by the sales activity behind it.

KNOW YOUR EXPOSURE

See where revenue is concentrated

Qtell can bring customer and revenue information together to show how much of the business depends on particular customers, groups or segments.

Finance can see which customers account for the largest share of revenue and, where historical data is available, how that concentration is changing over time.

This gives Finance a clearer view of the revenue exposed if a major customer or customer group changes.

KNOW WHAT NEEDS ATTENTION

See changes in cost, revenue and payment activity

Qtell can monitor defined financial and business measures across connected systems and surface changes that need attention.

That could include costs increasing, revenue moving away from expectations, payment activity changing or another financial measure moving outside the range Finance expects.

Where business memory or historical data is available, Qtell can compare current performance with previous periods and investigate what is driving the change.

ANSWER QUESTIONS ACROSS THE BUSINESS

Get to the numbers without reconciling systems by hand

Finance questions often depend on information held outside the finance system.

Qtell can bring together the relevant information from finance, sales, marketing, CRM, booking and operational systems and return one answer using the same definitions and permissions throughout.

For example:

What does it cost us to acquire a customer through each marketing channel?

How much revenue comes from our ten largest customers?

Does current sales activity support the revenue forecast?

Which customer acquisition sources recover their cost fastest?

KEEP FINANCE MOVING

Turn financial findings into follow-up

Qtell can send alerts, assign follow-up and route work to the appropriate person or team when a defined financial condition needs attention.

That means a cost increase, revenue variance or other defined condition can move from identification to the person responsible for reviewing or acting on it.

Data Governance

Keep the same definitions behind every financial number

Qtell keeps definitions and permissions consistent when Finance uses information from different parts of the business.

Measures such as revenue, customer, customer acquisition cost, customer value, sales pipeline and conversion can follow the agreed business definition wherever that information is used in Qtell or requested from Qtell by an AI application.

  • Definitions

    Permissions

  • Permissions

    Finance can use information from sales, marketing, CRM, booking and operational systems while the same definitions and permissions remain in place.

  • Across systems

    Audit log

  • Audit

    Questions, data access and actions can be logged, providing a traceable record of how business data has been used.

USE THE AI TOOLS YOUR TEAM ALREADY HAS

Keep financial definitions consistent across AI

Your AI can change. Your business rules shouldn’t.

When an AI application needs business data, it can ask Qtell. Qtell applies the same definitions, permissions and business context before returning the answer.

That means questions about revenue, customer acquisition cost, customer value or other financial measures can use the same agreed business definitions regardless of which AI application asks the question.

Qtell appears as a plugin inside the AI tools your team already uses.

USE THE LEVEL OF HISTORY YOU NEED

Use current financial data now and history when the analysis requires it

If you already have a suitable data environment, Qtell can work with it. If you do not, Qtell can provide and manage the historical data foundation when needed.

  1. Qtell can work directly with current information from the systems you connect.

  2. Business memory retains selected information over time, allowing Finance to compare measures and track changes from activation onwards.

  3. Existing historical data supports analysis that depends on previous business performance, including time to recover customer acquisition costs, customer value, historical conversion, revenue concentration trends and forecasting.

Trust & Security

Security is built into the platform

Access control, isolation, audit and data protection are part of how Qtell handles business data across the platform.

Explore Security & Trust →

Questions before you start

FAQs

Can Qtell connect marketing spend to revenue?

Yes.

Qtell can use marketing spend together with customer and revenue information held in connected systems, allowing Finance to see what it costs to acquire customers and what those customers generate.

Can Finance see customer acquisition cost by channel or campaign?

Yes, where the required marketing spend and customer acquisition data is available.

Qtell can bring that information together to show what it costs to acquire customers through different channels and campaigns.

Can we see how long it takes to recover customer acquisition costs?

Yes, where the required acquisition cost and customer revenue information is available.

Historical customer revenue is needed where the calculation depends on revenue generated over time.

Can we compare customer value with acquisition cost?

Yes, where the necessary customer revenue history is available.

Finance can compare what different groups of customers generate with what the business spent to acquire them.

Can Qtell help Finance validate the revenue forecast?

Yes, where the relevant sales and historical conversion data is available.

Qtell can compare current sales activity with previous conversion, timing and outcomes to give Finance more evidence behind the forecast.

Can we see revenue concentration by customer?

Yes.

Qtell can use customer and revenue information from connected systems to show how revenue is distributed across customers or customer groups.

Where historical data is available, Finance can also see how that concentration changes over time.

Can Qtell answer questions using Finance and non-Finance systems together?

Yes.

If an answer depends on information held across finance, sales, marketing, CRM, booking or operational systems, Qtell can use the relevant connected sources together.

The same definitions and permissions remain in place across the information used.

Can Qtell alert Finance when a number changes?

Yes.

Qtell can monitor defined financial and business measures and surface changes that need attention.

Where comparison with previous performance is required, the necessary retained or historical data needs to be available.

Can different people have different access to financial data?

Yes.

Access follows the permissions set for each person while the definitions behind the financial measures remain consistent.

Do we need a data warehouse?

No.

Qtell can work directly with current information from the systems you connect.

If Finance needs analysis based on existing historical data, Qtell can work with a suitable data environment already in place or provide and manage the historical data foundation required.

Can Finance use ChatGPT, Claude or Copilot with Qtell?

Yes.

When an AI application needs business data, it can ask Qtell. Qtell applies the same definitions, permissions and business context before returning the answer.

GET STARTED

Connect Finance to the numbers behind the business

See what customer acquisition produces, test forecasts against previous outcomes, understand where revenue is concentrated and investigate financial changes using information from across the business.