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Product · Contract-based revenue

Contract revenue? We have that covered.

Upload the contract. NextClerk turns the terms into billing schedules, invoices, recognized revenue, matched payments, and GL-ready entries.

How it connects

From signed deal to clean books.

NextClerk turns signed contracts into billing schedules, recognized revenue, matched payments, and clean journal entries.

Sources
NextClerk
Contract terms
Accounting actions
Accounting system
Salesforce
HubSpot
PandaDoc
DocuSign
Manual upload
AI engineReads contract terms, dates, milestones, and obligations.Drag-and-drop PDFs or sync closed-won deals.
Builds from the terms
ScheduleMilestonesObligationsRenewalsAmendmentsCredits
Calculate revenueASC 606 schedules from the terms
Create & send invoiceAI collection
Reconcile payments & payoutsPayment, fees, and payouts matched
Post journal entriesDouble-entry, traceable
Clean entries posted to the accounting system you already use.
01

Read the contract

Pull amounts, dates, milestones, and performance obligations from any executed contract automatically.

02

Build schedules from terms

Billing and ASC 606 recognition build straight from the deal structure — upfront, ramped, or milestone.

03

Invoice, collect & post

Send invoices, run smart collection, reconcile payments and payouts, then post traceable journal entries.

Bring contracts in by drag-and-drop PDF or straight from Salesforce, HubSpot, PandaDoc, and DocuSign.
Product · Edge Cases

Messy revenue, handled cleanly.

Contracts change. Credits happen. Revenue shifts. NextClerk keeps every schedule, adjustment, and entry traceable.

01

Superseded contracts

Replace old terms while preserving history.

02

Billed vs. unbilled revenue

Track what is billed, earned, deferred, and unbilled.

03

Credits & adjustments

Handle credits, refunds, write-offs, and corrections.

04

Amendments & renewals

Update schedules when contracts change.

05

Prorations & catch-ups

Recalculate revenue when terms shift mid-period.

06

Audit-ready history

Trace every change back to its source.

How it works

From signed contract to posted entry.

1

Bring the contract in

Upload a PDF or sync the deal from your CRM.

2

Read the terms

Extract amounts, dates, milestones, and obligations.

3

Build schedules

Create billing and revenue schedules automatically.

4

Post clean entries

Reconcile payments and post GL-ready entries.

From the contract

The terms drive the schedule

A three-year deal with an upfront fee and milestone payments should not be booked as one lump. NextClerk reads the structure and builds the schedule that matches it.

Upfront, milestone, and ramped deals supported
Amendments and renewals tracked over time
Every line traces back to the contract
Contract · recognition schedule
Recognized to date$66,000
Deferred$54,000
Next milestoneApr 30

Bring a contract to the call.

Drop in one executed contract and we will show you the schedule, the invoice, the collection, and the entry.

Product · Contract revenue lifecycle

From signed contract to posted books.

A contract arrives, NextClerk reads it once, and the same source of truth drives recognition, invoicing, collection, reconciliation, filing, and the posted entry — with a complete audit trail behind every number.

From contract to clean books
Contract in
AI engineReads the contract once

Then recognizes revenue, invoices, collects, reconciles, and posts the entry — all from one source of truth.

ASC 606 schedulesInvoicingSmart collectionReconciliationJournal entries
Clean books out
Filed & storedEvery contract & invoice in your Customer Library, synced to

Read the contract once

Amounts, dates, milestones, performance obligations, renewals, and amendments — pulled from the executed contract and turned into a billing and recognition schedule.

Invoice, send & collect

Create the invoice from the terms, send it to the customer, and let smart collection chase it — then record the payment, fees, and payout against the schedule.

File & store everything

Every contract and invoice is filed to the Customer Library and synced to Dropbox and Google Drive, so the document behind any entry is one click away.

Built for finance teams whose revenue starts with a signed contract but still needs audit-ready books.