For a SaaS provider, account audits show which customers are adopting what they bought, which are at risk at renewal, and which are ready to expand. Run by hand across hundreds of data points and contract documents, each audit takes days, and coverage stops where analyst hours run out.
A global CXM leader now runs each audit as a single unattended job. The console reconciles live platform usage with contract terms and returns a finished workbook with evidence behind every finding.
Inside the Case Study
- How 150+ feature workflows and 39 account-level checks run in one pass
- How AI reads dashboards, empty states, and wide tables that manual audits had to interpret by eye
- How platform usage and contract terms come together in a single audit
- How every finding stays traceable for review
- What changed for the analyst team
Download the case study to see the console behind the results.
