Distribution · Cash Flow Intelligence
Helping finance focus on the invoices that need attention
Collections should begin with a clear decision about what needs attention—not an afternoon rebuilding the picture.
The problem
Where the work was getting stuck.
Receivables information is spread across accounting software, spreadsheets, email and individual knowledge. Finance spends time checking balances, finding the latest correspondence and deciding which accounts to contact first.
Follow-ups become inconsistent because the preparation takes nearly as long as the conversation.
How we helped
A workflow built around the way the team operates.
We brought the relevant information into one working view and applied the company’s collection rules.
The workflow identifies overdue balances, checks recent correspondence and flags disputes or promised payments. It prepares the appropriate reminder, statement or internal task, while sensitive cases remain with the finance team.
Benefits realised
What changed in the working day.
- 01A current receivables view
- 02Clearer priorities
- 03More consistent follow-up
- 04Less account-history research
- 05Faster dispute escalation
Finance starts with the accounts that need judgement, not the data gathering that comes before it.