Software for professional revenue control and analysis
Connecting Sales, Operations and Finance into One Revenue System.
Toppli delivers full revenue visibility, aligns team incentives and gives real control over projects and revenue planning. Automated. Fast. AI-driven. No redundant spreadsheets. Minimal manual work.
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Validated Pipeline
€ 4.1M
+22%
Signed Deals
€ 1.8M
+14%
ARR
€ 2.4M
+18%
Forecast / ARR
94.2%
+12pp
Historical Revenue Development
Revenue infrastructure for modern finance teams
Stop chasing data across tools. Toppli becomes your single source of truth for revenue execution.
End-to-End Visibility
Track every euro from signed offer through project delivery to payment received. No blind spots, no manual reconciliation.
Built for Projects & Milestones
Perfect for service businesses, consultancies, and delivery-driven companies. Track progress, trigger invoices on completion.
Finance-Grade Control
Predictable revenue recognition, audit-ready data flows, and clean handoffs between sales, delivery, and finance.
Faster Cash Collection
Automated invoice generation, online payments via Stripe, and real-time status tracking to accelerate your cash cycle.
One continuous flow from deal to cash
No handoffs. No data silos. Just clean, connected revenue operations.
Create & Send Offers
Build professional offers with clear deliverables and pricing.
Convert to Contracts
Turn accepted offers into contracts and project structures.
Track Milestones
Monitor delivery progress and trigger billing events.
Generate Invoices
Auto-create invoices based on milestones and contracts.
Get Paid Online
Stripe-powered payments for fast, secure collection.
Monitor Cash Flow
Real-time visibility into revenue status and forecasts.
These companies already trust Toppli
AI Agents
Three AI Agents Run Your Entire Revenue Process
Not individual AI features. Toppli is powered by autonomous agents that continuously monitor, analyze, and optimize your revenue process.
Sales Agent
Syncs, validates, and scores your pipeline automatically.
- Syncs deals from HubSpot, Salesforce & Pipedrive in real time
- Scores opportunities and weights pipeline by probability
Operations Agent
Manages operational execution from deal to delivery.
- Converts won deals into projects automatically
- Tracks milestones and flags deadline risks early
Finance Agent
Builds data-driven budgets and monitors the full cash cycle.
- Analyzes historical customer and product trends, operational patterns, and team utilization
- Creates detailed budget plans with gap analysis and concrete action items
- Matches invoices to payments and monitors cash collection
Sales
Your Sales Pipeline
Unstructured CRM data is automatically transformed into a clear pipeline.
- Syncs deals from the major CRMs including HubSpot, Salesforce & Pipedrive in real time
- Automatically extracts key information from contracts and generates an operational delivery matrix in seconds
- Scores opportunities and weights pipeline by probability
| Deal | Stage | Value | Source |
|---|---|---|---|
| Enterprise Expansion | Negotiation | € 185,000 | HubSpot |
| Platform Renewal | Proposal | € 92,000 | Salesforce |
| New Logo - Inbound | Discovery | € 240,000 | HubSpot |
| Upsell Analytics | Closed Won | € 48,000 | Pipedrive |
| Migration Deal | Qualification | € 310,000 | HubSpot |
| Project | Status | Owner | Revenue | Deadline |
|---|---|---|---|---|
| Enterprise CRM Migration | Active | M. Schmidt | € 245,000 | 15 Mar 2025 |
| Data Analytics Platform | In Review | L. Weber | € 180,000 | 28 Feb 2025 |
| Cloud Infrastructure Setup | Active | T. Müller | € 320,000 | 10 Apr 2025 |
| API Integration Suite | Planning | A. Fischer | € 95,000 | 01 May 2025 |
| Security Audit Program | Completed | K. Bauer | € 68,000 | 31 Jan 2025 |
Operations
Keep track of all ongoing projects
Seamless link between CRM deals and operational projects.
- Automatic project creation from won deals
- Real-time status updates and deadline tracking
- AI-powered execution support for operations teams
- Link billing events to delivery progress, automatically
Finance
Revenue Development, Forecasting & Cash Collection
Keep track of payment terms and optimize your cash flow.
- Invoicing & Payments: Generates invoices automatically. Accept payments online via integrated invoicing tools with real-time reconciliation. Monitors cash collection.
- Revenue overview: Real-time dashboards showing pipeline, outstanding invoices and collected revenues across projects
- Budget: Analyses historical customer and product trends, operational patterns and team utilization. Creates detailed budget plans with gap analysis and concrete action items
Avg. days to payment
28
-4 vs. last quarter
On-time payments
87%
Collection Rate
96.3%
| Invoice | Client | Amount | Status |
|---|---|---|---|
| INV-2025-001 | Acme Corp | € 42,500 | Paid |
| INV-2025-002 | TechStart GmbH | € 18,750 | Paid |
| INV-2025-003 | DataFlow AG | € 67,200 | Pending |
| INV-2025-004 | CloudNet Solutions | € 31,000 | Pending |
| INV-2025-005 | Global Dynamics | € 95,800 | Overdue |
Your Revenue Forecast
Revenue Plan
AI-powered revenue forecasting and scenario planning
Simulate the impact of operational and commercial decisions in real time.
- Three-scenario planning: conservative, realistic, optimistic
- Identify revenue gaps and cash constraints early
Integrations
Seamlessly connects with your existing tools
Toppli integrates with leading CRM, accounting and payment systems for a complete revenue overview.
Use Cases
Built for Revenue Teams
Whether RevOps, Finance or Sales. Toppli adapts to your workflow.
Sales Leaders
Pipeline visibility and weighted forecasts directly from your CRM. Make better decisions, faster.
Pipeline Coverage 3.2xRevOps
Unify data from CRM, operations and finance. Create a single source of truth for revenue decisions.
Most popular use caseFinance Teams
Automated revenue forecasts, invoice tracking and cash flow visibility without manual spreadsheets.
Time saved: 10h/weekGet started in 3 steps
Ready for full revenue transparency?
Get started in minutes. No complex setup, no IT project.
Connect CRM
Connect your CRM in a few clicks. HubSpot, Salesforce and Pipedrive supported.
Configure
Customize revenue rules, teams and reporting structures for your organization.
Go Live
Your revenue dashboard is live. Real-time data, automatic forecasts, full transparency.
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