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cfo-conciliacao-crm-erp

Cross-check won CRM deals against ERP revenue within value and date tolerances.

1|Updated May 5, 2026
Search Tags:#reconciliation#data-integrity#invoicing#finance-automation#crm-erp#won-deals
One-click install
npx skills add https://github.com/MindOpsTeam/agente-cfo --skill cfo-conciliacao-crm-erp
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-conciliacao-crm-erp
Source: https://github.com/MindOpsTeam/agente-cfo/tree/main/skills/cfo-conciliacao-crm-erp
Command: npx skills add https://github.com/MindOpsTeam/agente-cfo --skill cfo-conciliacao-crm-erp

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Cross-checks CRM deals marked as Won against ERP revenue to ensure every won deal becomes invoiced, reducing revenue leakage.

Core Features & Use Cases

  • CRM ↔ ERP reconciliation: matches won deals with ERP receivables within a defined window and tolerance.
  • Tolerance-based matching: allows up to 20% difference between CRM deal value and ERP revenue to accommodate discounts or installments.
  • Automation-friendly: supports daily or periodic runs and reports deals lacking ERP revenue for follow-up.

Quick Start

Run the reconciliation with the last 60 days by executing python3 $SKILL_DIR/scripts/cruzar.py --periodo 60.

Frequently Asked Questions about cfo-conciliacao-crm-erp

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I reconcile won CRM deals with ERP revenue to prevent leakage?▼

Run reconciliation by executing the cruzar.py script with a specified period, such as 60 days. The script cross-checks won CRM deals against ERP receivables, applying value tolerance and date window logic to identify matches and flag deals lacking corresponding ERP revenue.

What tolerance is applied when matching CRM deal values to ERP receivables?▼

The reconciliation applies a value tolerance of up to 20% difference between CRM deal value and ERP revenue. This accommodates discounts or installments, ensuring valid matches are found even when the final invoiced amount varies slightly from the closed deal value.

Does the CRM to ERP reconciliation work with HubSpot and Pipedrive?▼

Yes, the reconciliation works with common CRMs like HubSpot and Pipedrive. It cross-checks won deals from these platforms against ERP receivables during daily or periodic reconciliation windows to ensure every won deal becomes invoiced.

What is the date window for matching won deals to ERP revenue?▼

The matching logic identifies corresponding ERP revenue within 30 days after the CRM deal close date. This defined date window ensures timely reconciliation and flags deals that lack corresponding ERP revenue within the specified period.

Why are my won CRM deals missing from ERP receivables?▼

Won CRM deals may be missing from ERP receivables due to invoicing delays, data entry errors, or process breakdowns. Running a reconciliation script flags these specific deals without corresponding ERP revenue within the 30-day window for immediate follow-up.

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