About Simetrik

Simetrik helps enterprise finance teams automate complex reconciliation and financial operations workflows. Its customers include large organizations with highly configurable commercial requirements, which means contracts can vary by usage package, renewal terms, overage rules, billing period, legal entity, and customer-specific terms. For Finance, the challenge was turning that commercial flexibility into accurate billing outcomes every cycle.

Before Vayu

Before Vayu, Simetrik’s billing workflow depended on manual reconciliation across Salesforce, Snowflake, NetSuite, renewal rules, overage thresholds, and subsidiary-specific billing requirements. Every usage event had to be interpreted against the relevant customer agreement before Finance could determine whether it should become a billable outcome, an alert-only overage, or part of a different invoice structure.

“Customer Success didn’t have visibility with certain customers. Now we have real-time data in one place, so we can operate with customers better.”

Felipe Pardo
Felipe Pardo CFO @ Simetrik

Challenges

  1. Contract terms and usage data were siloed – Finance had to manually match contract information from Salesforce with usage data from Snowflake before any billing decision could be made. The process was slow, error-prone, and difficult to scale as the customer base grew
  2. The same usage could create different revenue outcomes – Some usage thresholds triggered additional charges, while others required commercial follow-up only. Finance had to determine whether each customer’s overage was billable or alert-only, creating risk of missed revenue or incorrect billing
  3. Entity-specific NetSuite rules added another layer of complexity – Billing had to account for legal entities across the US, Brazil, and Colombia, each with its own NetSuite forms, required fields, currency handling, exchange-rate logic, location, class, PO number, and billing rules.
  4. Renewals and CPI adjustments had no enforcement mechanism – Finance had to manually apply CPI increases and renewal logic, then update billing spreadsheets. Without automation, price adjustments could be missed, delayed, or applied inconsistently.
  5. Commercial teams lacked real-time revenue visibility – Sales and Customer Success had to go through Finance whenever they needed information about usage or billing status, limiting their ability to manage renewals, consumption, and customer conversations proactively.

Solutions

  1. Vayu became Simetrik’s live revenue execution layer – Simetrik needed a centralized system that could connect contracts, Snowflake usage events, subsidiary-specific NetSuite requirements, and billing workflows — then apply the right logic automatically without manual intervention. Vayu became the execution layer that turns those moving parts into a controlled revenue workflow.
  2. Salesforce contracts flow into Vayu – Salesforce remains the source of contract terms, including package volume, start and end dates, renewal rules, CPI flags, and overage treatment. Vayu uses that contract context to determine how each customer’s usage should be evaluated and billed.
  3. Snowflake usage is evaluated against contract logic – Vayu connects metered usage events from Snowflake to the relevant customer agreement, including rows, gigabytes, package thresholds, and overage rules. Usage is no longer just activity data; it becomes billable, explainable revenue input.
  4. Vayu classifies overages as billable or alert-only – When a customer exceeds a usage threshold, Vayu evaluates the event against the contract and determines whether it should trigger an invoice charge or a commercial alert. This helps Finance avoid both missed revenue and incorrect charges.
  5. Pricing, renewals, and CPI adjustments are applied automatically – Finance defines the rules once, including overage rates, renewal logic, CPI-linked increases, and customer-specific terms. Vayu then applies that logic consistently across every customer and every billing cycle.
  6. Billing output flows into the right NetSuite entity and invoice structure – Vayu routes invoice data to the correct NetSuite subsidiary setup, including the required form, fields, currency, exchange-rate logic, location, class, PO number, and other entity-specific requirements.
  7. Sales and CS get real-time consumption visibility – Beyond invoices, Vayu gives Sales and Customer Success access to customer-level consumption, overage status, next invoice date, estimated invoice amount, renewal status, and upcoming price changes — without asking Finance to pull the data manually.

Results

  1. Month-end close went from 15 days to 3 – By replacing spreadsheet-based reconciliation with automated usage-to-billing logic, Simetrik reduced month-end close from 15 days to 3 days.
  2. Invoicing moved from days to minutes – Finance no longer builds invoices line by line. Vayu generates invoice data and line items directly, allowing the team to review and govern the output instead of manually assembling it.
  3. Revenue leakage became easier to prevent – Overage events are evaluated automatically against contract terms and classified as billable or alert-only, reducing the risk of missed charges or incorrect billing.
  4. Finance, Sales, and CS now share one revenue view – Usage, renewals, contract changes, invoice activity, and customer consumption trends are visible as they happen, helping teams identify risks and opportunities earlier in the customer lifecycle.
  5. Simetrik can scale pricing complexity without scaling manual work – The new workflow can support additional customers, entities, contracts, pricing rules, and usage models without adding the same level of operational burden to Finance.