Services
Our Proven Path to Order-to-Cash Automation
From strategic roadmap to flawless implementation and ongoing support, we offer a clear, step-by-step journey to a faster, more profitable financial workflow.
From Bottlenecks to Breakthroughs
We believe in a structured, strategic approach. Our services are designed to guide you from initial discovery to long-term success, ensuring you get a tangible return on your investment at every stage.
1
Blueprint
Implementation & Build
2
QuickStart
Implementation & Build
3
Guardian
Support & Optimization
Step 1: The Order-to-Cash Automation Blueprint
This is the essential first step for any business serious about optimizing its revenue cycle. It’s a strategic roadmap that eliminates guesswork and builds the business case for automation.
Before you can fix a problem, you need to understand it completely. Our signature Blueprint is a fast, expert audit of your entire Order-to-Cash process—from the moment a sales order arrives to the moment the payment is reconciled. We leverage our deep ERP experience to provide a clear, actionable plan.
What you get:
A prioritized list of your top O2C bottlenecks.
A detailed business case and ROI calculation for each automation opportunity.
Vetted, unbiased recommendations for the best-fit AI and automation tools.
A step-by-step implementation roadmap, starting with a high-impact "Quick Win."
Step 2: The Automation QuickStart Package
Once you have your plan, our Quickstart Package is a fixed-fee project designed to build and launch your #1 priority automation. We use powerful low-code platforms to connect your existing systems and deliver a robust, reliable solution quickly, providing a tangible return on investment in weeks, not months.
Examples of High-Impact Automations We Build:
The AI Sales Order Processor: We eliminate manual data entry by automatically creating sales orders in your ERP from customer POs received via email.
The Automated AR Collections Bot: We accelerate your cash flow by automatically sending personalized payment reminders for overdue invoices.
The Automated Payment Reconciliation: We save your finance team hours by automatically matching bank payments to open invoices.
Step 3: The Automation Guardian Retainer
Automation is not a "set it and forget it" solution. As your business grows and software APIs change, your systems need proactive management. Our Guardian Retainer provides the peace of mind that your critical O2C processes are always running smoothly.
Our Partnership Services Include:
Proactive Monitoring: We monitor your live automations 24/7 to ensure they are performing correctly.
Essential Maintenance: We handle all necessary software updates and API changes to prevent breakages.
Dedicated Expert Support: You get a set number of support hours for any troubleshooting or questions.
Ready to Build Your More Profitable Future?
Book a free, no-obligation discovery call to see how the Order to Cash(O2C) AI Automation Blueprint can transform your core financial workflow and unlock new levels of growth.