TERMDELTARequest a fit review
Diagnostic method · platform path

One evidence model from agreement to realized value.

TermDelta is sold today as a founder-led, software-assisted diagnostic. The same evidence model can support managed recovery and continuous monitoring only after the logic, economics, and operating ownership are proven.

LAUNCH PRINCIPLEEarn automation.

The first engagement works from controlled exports. Integrations expand only after the logic and economics are proven.

01

Term library

Agreement clauses, schedules, amendments, pricing logic, thresholds, caps, and obligations with source provenance.

02

Reconciliation engine

Normalized transactions tested against approved rules, tolerances, entity mappings, and time periods.

03

Evidence register

Prioritized findings with record links, calculation logic, reviewer state, value, confidence, and open questions.

04

Value ledger

Customer-approved accepted, rejected, recovered, prevented, disputed, and timed-out outcomes.

Capability map

The repeatable core comes before a long connector list.

TERMS

Obligation extraction

Structure economic clauses and schedules into reviewable rules. Preserve the original source and mark ambiguity instead of silently guessing.

DATA

Normalization & lineage

Map differing entities, identifiers, currencies, units, and date logic while retaining the connection to source records.

TESTS

Exception detection

Apply deterministic comparisons and model-assisted review to find high-value variance worth a human’s time.

REVIEW

Decision workflow

Route findings to finance, procurement, sales, operations, legal, or category owners with explicit state and rationale.

VALUE

Attribution ledger

Separate potential, accepted, claimed, recovered, prevented, rejected, and disputed value under agreed commercial rules.

CONTROL

Audit trail

Version inputs, rules, calculations, comments, approvals, and outcomes so important decisions remain explainable.

Intake & integrations

Three levels—selected by evidence, not ambition.

LEVEL 01 / DIAGNOSTIC

Controlled export

Encrypted transfer of bounded CSV, XLSX, PDF, or other approved extracts. Read-only by design. Fastest path to proof.

Launch motion
LEVEL 02 / REPEAT

Managed refresh

Scheduled, customer-approved file delivery or secure object-storage exchange with schema checks and reconciliation monitoring.

After repeat value
LEVEL 03 / SCALE

Native connection

Scoped API or warehouse access with least privilege, documented fields, key rotation, logs, and customer-controlled revocation.

Only where justified

Representative source environments include SAP, Oracle, NetSuite, Microsoft Dynamics 365, Epicor, Infor, Coupa, contract repositories, data warehouses, and payment platforms. This describes an intake architecture—not completed vendor certifications or partnerships.

Honest product state

The current offer and the evidence-gated expansion path.

FIRST CONTRACT

Human-led diagnostic

  • Bounded data intake
  • Structured term model
  • Reconciliation tests
  • Evidence register
  • Executive decision pack
AFTER PROOF

Managed recovery pilot

  • Review workflow
  • Counterparty case packs
  • Ownership and aging
  • Customer-approved ledger
  • Prevention recommendations
AT SCALE

Continuous platform

  • Automated refreshes
  • Persistent control library
  • Cross-entity benchmarks
  • Ongoing exception queues
  • Portfolio value reporting
See what an evidence-backed finding contains →
Start at level one

A good integration plan begins with a proven evidence model.

Scope the diagnostic around exports the customer can approve quickly. Let the first result determine what should be automated next.

Request a confidential fit review