Your ASC 606 checklist, filled in for every contract
Upload the checklist your team already uses. TAbot completes it from each contract in your columns, with your dropdown options.
In short
TAbot automates the revenue review checklist that revenue accounting teams complete for each customer contract. You register your own checklist spreadsheet once; TAbot then reads each contract and fills in a row, answering in your format, so reviewers verify rather than start from blank.
Last updated
Why checklists slow revenue teams down
The checklist exists for good reason: consistency and SOX support. Filling it in by hand is the problem.
| Today | With TAbot |
|---|---|
An accountant reads the full contract and answers dozens of checklist questions by hand. | TAbot answers each checklist question from the contract, and the accountant reviews. |
Answers vary with who filled in the checklist and how busy close was. | Every contract is assessed against the same policy and the same questions. |
The checklist says “yes” or “no” but not why, so support is rebuilt at audit. | Each answer is drawn from the attached contract, so a reviewer can check it against the source. |
Generic templates do not match the checklist your controller signed off on. | TAbot fills in your spreadsheet: your columns, headings, and dropdown options. |
What checklist automation covers
Built around your checklist, not a template we chose for you.
Your spreadsheet, as is
Register your .xlsx checklist once in Settings. TAbot reads its columns, guidance, and dropdown options.
One row per contract
Each contract you review gets a completed checklist row, drawn from the documents you attach.
Answers in your options
Dropdown questions are answered with your own allowed values, so the output drops straight into your file.
Follows your spreadsheet
TAbot reads the instructions already in your columns, so it answers the way your team fills the file today.
Policy, product, and discount checks
Answers reflect your revenue policy, product list, and approved discount matrix when you upload them.
Human sign-off
Judgment calls are flagged for a reviewer. Your team approves the final checklist.
How it works
Four steps from blank checklist to reviewed file.
- Step 1
Register your checklist
Upload the checklist spreadsheet your team completes for each transaction.
- Step 2
Attach a contract
Add the contract and related documents: order form, SOW, amendments.
- Step 3
TAbot fills the row
Every column is answered from the contract, in your format and dropdown options.
- Step 4
Review and approve
Your accountant checks the answers, edits where needed, and signs off.
Frequently Asked Questions
Which checklist questions can TAbot answer?
The questions revenue teams answer for each customer contract: contract existence, performance obligations, variable consideration, material rights, pricing and discounts, and recognition timing, plus any company-specific questions in your spreadsheet.
Do we have to use TAbot’s checklist template?
No. TAbot fills in the checklist you already use. You upload your spreadsheet once, and TAbot answers in your columns and with your dropdown options.
What file format does the checklist need to be in?
An Excel spreadsheet (.xlsx). A spreadsheet has the columns and dropdowns TAbot fills in; a PDF of a checklist does not.
How much does checklist automation cost?
Revenue checklist automation is part of TAbot’s Revenue Automation tier, together with bulk contract review and Salesforce integration, priced as an annual subscription plus implementation, scoped to your contract volume; talk to sales for a quote. Platform Access at $200 per user per month covers research, contract review one contract at a time, and memos, but not bulk review, checklist automation, or Salesforce integration.
Does TAbot replace our reviewer?
No. TAbot does the first pass so your reviewer checks answers instead of starting from blank. The reviewer approves the final checklist.
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