Daily Pacing Agent

Pacer AI helps Sales Leaders
make plan with confidence.

Reconciled to Finance, Built for Operations, On-Pace to Plan.

Runs on a synthetic company with fictional accounts. No credit card, no call required.
$25 Bn+M&A Diligence
$2 Bn+Revenue Analyzed
50+ARR Waterfalls
Brandwatch Fortis Life Science Platinum Equity Semrush Summit Partners Brandwatch Fortis Life Science Platinum Equity Semrush Summit Partners
Why Pacer AI Exists

Pacer AI’s mission is to help companies achieve their sales targets and operating plans.

Pacer AI helps companies operate exit-ready using an advanced version of the data model Big 4 accounting firms use in M&A.

Pace to plan — Sep 2026 (illustrative data)PACING AGENT · ANNUALPace to plan — Sep 2026Booked $112.2M vs plan $114.4M · $2.3M behind plan · target $120.0M · forecast $117.6M · illustrative dataNew logos $9.5MNet expansion (existing) $2.7MPlan$100M$104M$108M$112M$116M$120MJanFebMarAprMayJunJulAugSepOctNovDec$112.2Mtarget $120.0M
How It Works

Operational data in. Pace to plan out.

Connect your systems. Pacer AI does the rest — on Microsoft’s enterprise stack, so your data never leaves your control.

CRM
Billing
ERP
HRIS
Pacer AI
Microsoft Fabric
Dashboards
+
Analyst Agent
Excel (Embedded)
+
Claude in Excel
Claude via MCP
Use Cases

Track pace to plan wherever the number is made

Pacing Reports

  • Real-time sales trajectory updates
  • MTD, QTD and YTD against plan
  • Forecast landing vs target

Sales Trajectory by Market

  • Pace and gap for each market
  • Where the plan is won or lost

Sales Trajectory by Segment

  • Enterprise, Mid-Market and SMB against plan
  • Segment mix shift

Sales Trajectory by Rep

  • Each rep’s pace to quota
  • Who is ahead, who needs help

Upsell & Cross-sell White Space by Product

  • Products each account doesn’t own yet
  • Expansion white space, ranked

ARR Waterfall Reporting

  • New, Upsell, Cross-sell
  • Downsell, Churn, Product Churn
  • Net New ARR, Gross & Net Retention
Buy-In

Know where you stand against plan, every day

Are we on pace to make the number this quarter?
We’re halfway through and $3M behind. Where do we make it up?
Which markets, products and reps are ahead of plan, and which are behind?
How much of the gap can existing customers close through upsell and cross-sell?
Does our pacing tie to Finance’s plan?
Do we need more pipeline? If so, where?

Direct questions require deterministic skills with canonical definitions. Pacer AI builds a semantic model, with defined calculations — so you get the same answer for the same question every time.

Pacing to plan takes data engineering, RevOps, strategic finance and sales strategy. Pacer AI brings all four.

Case Studies

Built in days. Trusted in the boardroom.

“I spent over a million dollars on a data team and tools, and they couldn’t build an ARR Snowball like this in 12 months — and you did it in days.”
CFO, $100M healthcare software company · six months before diligence

Adobe × Semrush — an M&A read

A public worked example of the Pacer AI diligence lens applied to a real transaction — ARR quality, retention, and the movement bridge.

Read the case study →
Integrations

Connects to the systems you already run

Pacer AI reads from your CRM, billing, ERP, HRIS, and warehouse — no rip-and-replace, no data leaving your tenant.

CRM

  • Salesforce
  • HubSpot

Billing

  • Stripe
  • Zuora
  • Chargebee

ERP

  • NetSuite
  • Sage Intacct
  • QuickBooks

HRIS

  • Rippling
  • Workday
  • ADP

Warehouse

  • Snowflake
  • Databricks
  • BigQuery
Security

Your data never leaves your control

Built on Microsoft Fabric — your cloud, your tenant. Access is scoped, authenticated, and audited.

Two-factor authentication. Every login is protected with 2FA through your identity provider.

Row-level security. Access is scoped so each person sees only the accounts, segments, and metrics they should.

Team

Built by an operator who has sat in the diligence seat

Will Sullivan, founder of Pacer AI
Will Sullivan · Founder

Former PwC M&A advisor, search-fund operator, and West Point graduate. $25Bn+ of technology M&A diligence and 50+ ARR waterfalls built for SaaS operators and their sponsors — the same models Pacer AI now builds in days.

Working With Us

An agent-and-human-in-the-loop approach

The Daily Pacing Agent accelerates the build — but we recommend working with an experienced advisor for model reviews, strategy considerations, and scenario planning. Every engagement comes with a human in the loop: dedicated office hours, Slack support, and ad-hoc meeting support. After implementation you run your own financial modeling, sales planning, forecasting, analytics, and reporting — DIY, with an expert alongside you the whole way.

Value

Make plan. Close the gap. Own the story.

Confidence

Know where you’ll land before the quarter ends

Daily pacing against plan, reconciled to Finance, so a miss shows up in month two, not at quarter close.

Focus

Know where to close the gap

The gap broken down by market, product and rep, with the expansion white space and new-logo pipeline that can close it.

Speed

Live in days, not months

Connect your CRM and see pacing in Claude the same week. No 6–12 month internal build, no BI stack to maintain.

Pricing

Pricing Model

Two packages on annual contracts: Sales Pacing at $1,500/mo and Sales Pacing & Planning at $3,000/mo, five users included per agent.

See Pricing
FAQ

Frequently Asked Questions

What is a daily pacing agent?

A daily pacing agent compares the revenue you have booked with your plan every day and tells you whether you will make the month, the quarter and the year. Pacer AI is the Daily Pacing Agent for sales leaders: it reads your CRM, shows pace to plan by market, segment and rep, and names the accounts and pipeline that can close the gap, inside Claude.

What does pace to plan mean?

Pace to plan compares booked ARR with the plan prorated to today. If the FY plan takes ARR from $100M to $120M, by September 20 the plan to date is about $114.4M; booked ARR of $112.2M means you are $2.2M behind plan. Pacer AI reports this for the month, quarter and year, with the forecast landing: booked ARR plus weighted open pipeline.

How does Pacer AI show the gap to plan?

Type “gap” in Claude. Pacer AI sizes the gap still to close (the target minus booked ARR minus weighted open pipeline) and lists the two motions that can close it: expansion white space at accounts renewing soon, meaning what each could still buy across your products, and new-logo prospects, with warm ones first where a past champion now works.

What size companies do you work with?

Pacer AI works with companies that have at least $50M in recurring or contracted revenue — including non-tech companies. Alongside B2B SaaS, we work with payroll providers, commercial and residential service companies, and healthcare companies.

How long does the initial setup take?

Most engagements go from kickoff to board-ready output in days, not months. The data cube build typically takes 2–4 weeks depending on source system complexity.

What systems do you connect to?

CRM (Salesforce, HubSpot), billing (Stripe, Zuora, Chargebee), ERP (NetSuite, Sage Intacct), and data warehouses (Snowflake, Databricks, BigQuery).

How is this different from FP&A tools?

FP&A tools start with the GL. We start with transactional customer data to build M&A-grade ARR decomposition, cohort retention, and expansion analytics that FP&A tools cannot produce.

What does pricing look like?

Two packages on annual contracts: Sales Pacing at $1,500/mo and Sales Pacing & Planning at $3,000/mo, five users included per agent. Monthly terms and add-ons are on the pricing page.

Do you work with PE funds directly?

Yes. We work with operating partners and deal teams on both pre-close diligence and post-close value creation across the portfolio.

Who should own revenue forecasting — RevOps or Finance?

Ownership sits with RevOps; the definitions sit with Finance. The common failure is a forecast owned by RevOps that never reconciles to Finance’s reported ARR. Pacer AI recommends building the forecast off the same governed data the finance number comes from, so there is one set of definitions and one answer.

Why don’t our CRM and finance ARR numbers match?

CRM and finance ARR numbers don’t match because they measure two different events: the CRM records bookings when a deal closes, while Finance records revenue as it is recognized — net of contraction, churn, and timing. Without a defined bridge between bookings and recognized revenue, both numbers are correct and neither reconciles. Pacer AI builds that bridge at the account-product grain, so pipeline ties to reported ARR to the dollar.

What does a VP of Revenue Operations actually own?

A VP of Revenue Operations owns four things: the revenue forecast and pipeline cadence, the governed revenue KPI set, quota and territory capacity, and the GTM tech stack. Across the RevOps job descriptions we’ve analyzed, all four are owned by a person, not produced by a system — which is why the role turns over.

Is Pacer AI just software, or do you help?

Both. The agent does the heavy modeling, and every engagement includes founder-led service, done-with-you or done-for-you, so the model is built, reconciled, and defended by a person. After implementation you run your own modeling, planning, forecasting, and reporting — DIY — with a human in the loop whenever you need one: dedicated office hours, Slack support, and ad-hoc meetings.

Get Started

Try a Demo now

A data driven approach to close the gap to plan.

No credit card, no call required.