Workflows we redesign
- Collections and credit control: escalation ladders, exception approvals, AI-drafted outreach and risk scoring on overdue accounts.
- Lead to cash: quote approval, contract intake, purchase order capture and billing triggers, so nothing is invoiced late or missed.
- Partner and reseller operations: registration, attribution, revenue share calculation and partner business reviews.
- Month-end and reporting: reconciliations, variance commentary and executive dashboards drafted by AI and reviewed by people.
- Contract operations: clause extraction, renewal tracking and a governed contract index.
How we build it
- Map the current process and the data behind it, including every manual workaround.
- Set one system of record for each fact and one identifier for each customer and partner.
- Design the future process with decision rights, controls and service levels.
- Automate in stages, with people approving AI output until accuracy is proven.
- Train the team and hand over runbooks, so the process runs without us.
Typical outcomes we target
Earlier collection of overdue balances, fewer billing errors and disputes, faster month-end close, and finance teams spending their time on judgment rather than reconciliation. We agree the specific measures and baselines with you before work starts.
Frequently asked questions
Which systems do you work with?
We are system-neutral and have worked across CRM, ERP, billing, data warehouse and business intelligence platforms. The design comes first; tools follow.
Is it safe to use AI on financial data?
Yes, with the right controls: access that mirrors your source systems, human approval on anything customer-facing or posted to the ledger, and audit logs. We design those controls in from the start.
Do you replace our finance team?
No. We remove repetitive work so your team can focus on exceptions, analysis and decisions.