The problem
Strategy decks don't age invoices
The next automation has to beat the button you already have.
We sit with live AR aging, the last ten quotes, the stuck-order board, and the export you actually have. If a native reminder or report already does the job, we say so. That's the gate — not a catalog default.
Owner / GM · finance lead · ops leadWhat we do
Artifact-driven, then scored
- Walk the live work: aging, quotes, exceptions, systems and export inventory.
- Score what we saw against what would actually ship — drafts you approve, on your data.
- Leave you a shortlist plus three options: do it, do a thinner version, or wait.
What you own when we leave
The shortlist, the notes, the proposal
You keep the scored list and the write-up. Nothing about the audit rides on hiring us to build. If we do build next, this session is the spec — not a second discovery pass.
Investment
A fixed number before we start
Scoped to your systems. We'll give you a fixed number before anything starts, and it doesn't move. To get started, book a call.
Next step
Bring the real screens.
To get started, book a fit call. We'll tell you whether an audit is the right next move, or whether the assessment or a strategy call is more useful first.