Every Delayed Deal And Every Missed Exception Has A Cost.

AI-led triage for every incoming sales deal

Move standard deals faster. Focus experts where risk is real.

CleariGo reviews each deal before a human reviewer touches it — checking pricing, margin, commitments, commercial terms, policies, approvals and document consistency. It then classifies the deal as No-touch, Minor exception or Major exception, so standard deals can move forward faster and specialists can focus on genuine risk.

AI reviews every deal. Experts review exceptions. Humans decide.

20 minutes · No integration required · You may describe the workflow without sharing documents

Built For Pricing  ·  Deal Desk  ·  Finance  ·  Legal  ·  RevOps
Incoming Deal → CleariGo AI Review Illustrative flow
No-touch Standard and ready to proceed
!
Minor exception Correction or limited review
Major exception Specialist judgment or escalation
Classification includes findings, evidence, applicable policy, rationale and required action.

Every deal follows one review path

CleariGo checks each deal against policy, precedent and evidence, then classifies it — so review effort goes where it's actually needed.

No-touch

Pricing, terms, documentation and approvals are within accepted standards. The deal can proceed automatically or through an expedited approval path.

Proceeds without manual review
Minor Exception

The deal has a correctable issue, missing information or a limited deviation. CleariGo identifies what must be fixed and who should review it.

Routed for correction or limited review
Major Exception

The deal contains material financial, contractual, policy or delivery risk requiring specialist judgment or escalation.

Escalated to the right specialist
AI Deal Review Illustrative output
Review completed across pricing, finance, legal and deal desk
Major Exception — Finance and Pricing Review Required
AcmeShield Renewal
$2.8M ARR Stage: Approval

Margin falls below policy and discounts stack without documented justification — both require finance and pricing sign-off before this deal can proceed.

Finance Pricing
⚠ Margin below policy threshold
⚠ Discount stacking exceeds approval limit
⚠ Non-standard payment terms (NET90)
⚠ Margin below policy
⚠ Discount stacking detected
⚠ Non-standard payment terms
⚠ Competitive pressure identified
⚠ Expansion opportunity uncovered
✓ Remove duplicate discount
✓ Increase prepaid portion
✓ Include expansion products
+$165,000
Margin Improvement
3
Approval Blockers Identified

Most deals should not require the same level of human review.

Reviewers often spend time investigating standard deals because they must first assemble context, confirm compliance and look for hidden exceptions. CleariGo performs that work before review, allowing standard deals to move quickly and routing only meaningful exceptions to the right expert.

  • Reduce manual review of standard deals
  • Identify missing information before submission
  • Route exceptions to the correct specialist
  • Reduce back-and-forth and repeated checks
  • Shorten approval cycles
  • Preserve evidence and rationale
AE Pricing Finance Legal Approver
Back-and-forth questions. Missing information. Repeated exceptions. Escalations to resolve gaps approvers should not have to chase. Deals stall. Cycles stretch. Revenue waits.
CleariGo Triage Review Review Complete
AE Review Ready Approver Approved
Decision-ready. No back-and-forth. Faster approvals.

One connected review.
Experts only
where needed.

CleariGo evaluates the complete deal across commercial disciplines simultaneously. It identifies which areas are standard, which need correction and which require specialist judgment.

CleariGo does not send every deal to every function. It identifies the functions whose judgment is actually required.

  • Pricing and margin
  • Finance and payment risk
  • Contract and obligation risk
  • Policy and approval compliance
  • Deal consistency and completeness
  • Executive or strategic exceptions
PRC
Pricing and Margin
  • Margin Protection
  • Discount Governance
  • Pricing Exceptions
  • Competitive Requests
FIN
Finance and Payment Risk
  • Payment Risk
  • Credit Exposure
  • Working Capital Impact
  • Revenue Risk
DSK
Policy and Approval Compliance
  • Approval Compliance
  • Commercial Structure
  • Bundle Validation
  • Sanity Review
CON
Deal Consistency and Completeness
  • Quote and Order Consistency
  • Missing Information
  • Duplicate or Conflicting Terms
  • Version Mismatches
EXC
Executive or Strategic Exceptions
  • Commercial Judgment
  • Strategic Fit
  • Business Impact
  • Executive Exceptions
AI Reviews Every Deal. Experts Review Exceptions. Humans Decide.
Built by enterprise software practitioners with experience in pricing, deal management, CRM, ERP and business workflow systems.

What CleariGo checks before human review

Six categories of exceptions CleariGo surfaces before a deal reaches a reviewer.

💰Margin Leakage and Give-Away

Finds stacked discounts, embedded concessions, free services, price protection and other sources of economic erosion.

📋Unpriced Commitments and Risks

Extracts promises from contracts, order forms, attachments, emails and deal-room conversations.

Policy and Approval Compliance

Shows the applicable requirement, whether the deal complies and the evidence supporting the conclusion.

🔍Quote and Contract Consistency

Identifies mismatched pricing, quantities, terms, dates, commitments and commercial assumptions.

⚠️Anomalies and Approval Blockers

Detects unusual deal structures, missing information, unsupported exceptions and unresolved dependencies.

📁Audit-Ready Decision Record

Preserves the policy applied, evidence reviewed, exception, rationale, action and final human decision.

Learn from closed deals to improve future triage.

Historical deals help CleariGo identify recurring exceptions, weak controls, concession patterns and approval precedents — insights that improve future triage rules and show where value is repeatedly being lost.

CleariGo reviews historical opportunities, quotes, approvals, contracts, and communications to identify where money may have been left on the table, and what to improve in future deals.

  • Discount outliers
  • Margin erosion patterns
  • Non-standard commercial terms
  • Missed expansion opportunities
Typical Assessment Output
  • Revenue improvement opportunities
  • Margin improvement opportunities
  • Approval policy gaps
  • Commercial decision patterns
  • Recommended actions
Historical Deal Review Deal Triage Assessment
100 Closed Deals Analyzed
Illustrative assessment output — not a customer result
$1.4M
Revenue Opportunity
$870K
Margin Opportunity
28
Deals With Margin Exceptions
17
Deals With Non-Standard Terms
Deep discounts approved without competitive evidence
NET90 payment terms becoming common across renewals
Multiple renewals closed below pricing corridor
Expansion products omitted from similar opportunities
Tighten approval thresholds
Update discount policies
Review renewal pricing
Standardize payment terms
Based on Opportunities, Quotes, Approvals, Contracts and Communications

See how CleariGo would triage your deals.

Start with one anonymized deal workflow or a small sample of recent deals. No integration, process change or large implementation project required.

CleariGo will show which deals could follow a no-touch path, which need a correction or limited review, which require specialist escalation, and what findings, evidence and policies support each classification. After the initial review, a Deal Triage Assessment can evaluate a broader sample of active and historical deals over about 14 days.

What You Provide
  • One anonymized deal workflow
  • Or a small sample of recent deals
  • Existing approval policies (optional)
What You Receive
  • No-touch, minor and major exception breakdown
  • Findings, evidence and policy per deal
  • Where review delays and margin risk occur
  • Recommended next steps
Input
📂1 Anonymized Deal Workflow
📂Sample of Recent Deals (optional)
📂Approval Policies (optional)
CleariGo Triage Review
Output
No-touch / minor / major breakdown
Findings and evidence per deal
Review delay and margin risk
Recommended next steps
Governance

Customer-controlled triage

Your policies and thresholds determine classification
Low-confidence findings are escalated
No-touch can begin in recommendation-only mode
Evidence and rationale remain visible
Humans retain approval authority

See how CleariGo would classify one of your deals.

Review one anonymized deal workflow with us. No integration or process change is required.