Solutions

Accelerate Cash Flow, Modernize Operations, Navigate AI

Whether you need immediate cash cycle improvements, AI implementation guidance, or strategic financial operations support, we provide the expertise and frameworks mid-market businesses need to compete and grow.

Our Solutions

Cash Velocity Checkup

Free 20-minute diagnostic

Identify exactly where cash slows down in your billing-to-collection cycle. Get a clear picture of your DSO drivers and prioritized improvement roadmap.

Perfect for: Companies doing $5M–$250M who know their cash cycle is too slow but aren’t sure where to start.

AI Readiness Assessment

Strategic AI evaluation

Determine if your company is ready for AI automation in finance operations. Assess data quality, process maturity, and organizational readiness.

Perfect for: Finance teams being pitched AI solutions but needing objective evaluation frameworks.

AI Governance Framework

Enterprise AI implementation strategy

Build comprehensive governance for AI tool evaluation, implementation, and oversight. Includes vendor assessment criteria and ROI measurement systems.

Perfect for: Mid-market companies ($25M–$250M) planning systematic AI adoption with proper risk management.

Industry Solutions

Specialized expertise

Dedicated support for fintechs, investors, and healthcare revenue cycle management with industry-specific knowledge and networks.

Perfect for: Companies requiring deep vertical expertise and regulatory considerations.

Advisory Services

Billing & Invoicing Infrastructure

Your invoice is the starting gun for your cash cycle. If it’s late, wrong, or hard to pay, everything downstream suffers.

  • Invoice delivery audit (paper, email, portal, EDI)
  • Billing system assessment and vendor evaluation
  • Electronic invoicing strategy and implementation planning
  • Customer payment portal design

Collections Optimization

Chasing payments shouldn’t require a full-time person with a spreadsheet.

  • Days Sales Outstanding (DSO) diagnostic
  • Collections workflow design and automation
  • Dunning strategy and escalation frameworks
  • Customer segmentation for payment behavior

Payment Acceptance Strategy

Make it easy for customers to pay you — and expensive for them not to.

  • Payment method optimization (ACH, cards, checks, wire)
  • Virtual card and commercial card acceptance
  • Payment terms strategy and early-pay discount modeling
  • Surcharging and convenience fee analysis

AP Modernization

Your payables are someone else’s receivables. Modernizing AP improves vendor relationships, captures discounts, and reduces fraud exposure.

  • AP workflow and approval process redesign
  • Vendor payment fraud risk assessment
  • Dynamic discounting and supply chain finance evaluation
  • NACHA compliance and ACH risk review

Revenue Operations

Connecting the dots between billing, collections, treasury, and operations.

  • Cash flow forecasting framework
  • ERP and payment system integration assessment
  • Financial operations org design
  • KPI and dashboard development

AI Governance & Implementation

Most companies will implement AI tools badly. They lack frameworks for evaluation, governance, and realistic ROI expectations.

  • AI readiness assessment and maturity modeling
  • AI governance framework design and implementation
  • Vendor evaluation and AI tool selection criteria
  • AI ROI measurement and business case development
  • Risk assessment and compliance framework for AI adoption

Art of the Possible Workshop

A strategic workshop to map where AI can actually improve your financial operations — not just where vendors claim it will.

  • Current-state process mapping and pain point identification
  • AI capability assessment specific to your industry and scale
  • Prioritized roadmap with realistic timelines and resource requirements
  • Quick-win identification vs. strategic transformation initiatives
  • Change management strategy for AI adoption

Engagement Models

Diagnostic — A focused assessment of a specific area (billing, collections, AP). 2–4 weeks. Clear recommendations you can act on immediately.

Project-Based — Design and implement a specific improvement. Vendor selection, system migration, process redesign. Typically 2–6 months.

Fractional / Retainer — Ongoing advisory for companies that need experienced financial operations guidance without a full-time hire. Monthly engagement.

Not sure where to start?

Take the Cash Velocity Checkup →