How Zuora reduced monthly close by days using Klarity

Zuora's monthly contract review process was brutal: 6 people, 1.5 days required, and only deals above threshold were reviewed. Contract review consumed entire days, mixing revenue recognition analysis with tedious data matching between billing and revenue systems.
Rachel's team was trapped in manual verification cycles. They found themselves buried under operational overhead that grew exponentially as the company scaled.

‍

Klarity automated two critical processes:

RevRec Analysis: Flagging non-standard contract terms that require human attention

Revenue Data Validation: Cross-system and document matching to validate complete and accurate revenue data

Better together: Integration with Zuora's existing billing and revenue systems created seamless workflow automation.

Timeline: Full value realization in months

• Initial month: Team adaptation and system refinement
• Following months: Technical improvements to matching capabilities
• Final month: Complete trust and workflow integration

Quantifiable Results:

• Avoided hiring 2+ additional employees
• 3.5-day close compared to 15-day benchmark of top-performing organizations ‍
• Implemented previously deprioritized SSP Analyzer tool
• Enhanced collaboration with sales on deal structure
• Deeper FP&A partnership on forecasting
• Active product team engagement on improvements

The Outcome

Scale Without Complexity: "Even if volume were to grow, given the small amount of time the team is spending reviewing deals, I think it would be a while before we would consider needing another headcount. Whereas without Klarity, as you grow, it becomes exponential."

Human Transformation: “You’re moving your team to be a business partner rather than just sitting there making sure the data is right."

Key Lessons

1. Outcome over technology: Focus on eliminating specific pain points, not deploying AI for its own sake
2. Trust builds gradually: Allow time for teams to develop confidence in automated systems
3. Human elevation: Best automation frees people for higher-value work, doesn't replace judgment
4. Integration matters: Seamless workflow connection drives adoption and value

Rachel transformed her team from manual processors into strategic business partners. 

"When you automate these pieces that are so tedious and boring for your revenue accountants to do, then they can focus on what's going on with the business, as opposed to people that are sitting there just making sure the data is right. They can focus on higher-level things like strategy."