Quote-to-Cash Transformation
Quote, contract, invoice, collections and cash application rebuilt so A/R stays down.
The problem this solves
When receivables keep climbing, a one-time collections push only clears the backlog for a while. The causes usually sit earlier: how deals are quoted and contracted, how invoices go out and how cash is applied. This engagement rebuilds the whole quote-to-cash chain so A/R stays down, not just for one quarter.
What we do
Process redesign
Map and redesign quote, contract, invoice, collections and cash application.
Credit policy
Write a credit policy that sets terms and limits before work starts.
Dunning sequence
Build the reminder and escalation sequence for overdue invoices.
Collections dashboard
Build a dashboard that shows A/R, ageing and collections activity.
Embedded run period
Run the new process alongside your team for 90 days, then hand over.
What you end up with
- A redesigned quote-to-cash process
- A dunning sequence
- A credit policy
- A collections dashboard
- A 90-day embedded run period
- A documented handover
Who this is for / not for
Who this is for
- Companies whose receivables keep growing
- Businesses invoicing customers on terms or contracts
- Finance teams spending too much time chasing payments
Who this is not for
- Companies needing a one-off collections push only
- Pre-revenue companies
- Anyone needing tax filing or legal advice
How an engagement starts
- Apply through the contact page and tell us about your receivables.
- We review your application and hold a scoping conversation.
- You receive a written proposal with scope, timeline and the run period.
Quote-to-Cash Transformation
This is not tax, legal or investment advice. Outcomes depend on the business and the decisions its owners make.
Frequently asked questions
Will A/R go down?
Lower A/R is the aim the process is designed for. Results depend on your customers, terms and how the process is run.
Do you chase our customers directly?
During the embedded run period we work alongside your team on the new process. The proposal sets out who contacts customers.
What happens after the 90-day run period?
We hand over the documented process, dashboard and sequences to your team.
Is this investment advice?
No. This is not tax, legal or investment advice, and outcomes depend on the business.
How do I start?
Use the Apply button to reach us through the contact page. There is no form or scheduler on this page.