Order-to-cash consulting that gets you paid sooner
From the first customer order to reconciled cash, we find where revenue slows down and fix it: the process, the people handoffs, the system setup and the follow-up. Senior experience, practical changes, measurable results.
Signs your order-to-cash process needs attention
If several of these sound familiar, cash is probably sitting in your process rather than your bank.
- DSO is rising, or nobody is sure what it really is
- Customers dispute invoices because of pricing, PO or delivery errors
- Collections happen when someone has time, not on a schedule
- Payments arrive but take days to match to invoices
- Deductions and short payments pile up unresolved
- Billing depends on one person's spreadsheet
- Finance and sales use different numbers for the same customer
- Month-end close is delayed by receivables reconciliation
Order-to-cash services
Take a single service or a full program. Each one is tied to an outcome your finance team can measure.
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O2C assessment
A structured review of your end-to-end cycle: process, policies, systems, data, team roles and metrics. You get a clear picture of where cash is stuck and a prioritized improvement plan.
Outcome: clear priorities and a realistic roadmap.
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Process redesign
Simplify handoffs between sales, operations and finance. Define ownership, approval rules and service levels so work stops falling between teams.
Outcome: fewer delays and fewer dropped tasks.
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Billing and invoicing
Improve invoice accuracy and timing, including contract, recurring and project billing. Fix the pricing, PO and customer-data issues that create disputes.
Outcome: fewer billing errors and credits.
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Accounts receivable
Aging management, account ownership, statements and customer communication that keep receivables current and visible.
Outcome: better cash visibility and forecasting.
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B2B collections
Collection strategies, call and email cadences, scripts and escalation rules for commercial accounts that are firm, consistent and respectful.
Outcome: more consistent follow-up and lower DSO.
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Credit and onboarding
Credit applications, limits, terms and review triggers that balance sales growth with risk, plus clean customer setup from day one.
Outcome: lower bad-debt exposure.
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Cash application
Faster, more accurate matching of payments to invoices, including remittance capture, unapplied cash and lockbox or bank-file processes.
Outcome: accurate balances and a faster close.
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Disputes and deductions
Root-cause tracking, ownership and resolution workflows for disputes, short payments and deductions, so the same issues stop repeating.
Outcome: fewer disputes and faster resolution.
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Metrics and reporting
DSO, aging, collection effectiveness, dispute volume and cash forecasts, reported in a way leadership can act on.
Outcome: decisions based on reliable numbers.
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Finance automation
Workflow automation, ERP and CRM process integration, and AI agents for reminders, follow-up, routing and exceptions.
Outcome: less manual work, with the same control.
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Managed O2C support
Ongoing, outsourced support for billing, receivables and collections, either during a transition or as a longer-term extension of your team.
Outcome: capacity without new hires.
We work inside the systems you already run
Improvements are designed around your ERP, CRM and banking setup, so changes stick after we leave.
Carlos has led order-to-cash operations using NetSuite and SuiteBilling, Salesforce, SAP S/4HANA FI-AR and HighRadius. We also work with smaller accounting platforms and spreadsheet-based processes, and help decide when automation is worth it and when it isn't.
- NetSuite and SuiteBilling
- Salesforce
- SAP S/4HANA FI-AR
- HighRadius
Commercial accounts only. R2Cash Global works on business-to-business receivables. We do not collect consumer debts.
How an O2C engagement runs
Scaled to your size. A small business may need a few focused weeks; an enterprise program runs in phases.
Discover
Interviews, data review and process walk-throughs to see how cash really moves.
Design
Target process, policies, controls, metrics and an implementation plan you approve.
Implement
System configuration, automation, scripts, training and escalation paths.
Optimize
Track results against the agreed measures and keep improving.
Start with an O2C assessment
Tell us what's slowing your cash, and we'll suggest where an assessment should focus. The first conversation needs no account data.