Solution
Quote-to-Cash
From commercial agreement to correct, traceable payment.
SalesFinanceOperations
Book an Automation ScanCurrent-state recognition
Proposals, approvals and invoices stuck in manual steps.
Likely a fit when
- Approvals and payment state are reconciled by hand.
- Errors surface late in invoicing.
Not the right starting point when
- You only need a payment link.
- Contracting rules are not owned yet.
Target journey
| Stage | Owner | Input | Output | Human gate | Exception |
|---|---|---|---|---|---|
| Approve | Sales leadership | Commercial intent | Approved quote or contract | Margin/terms approval | Non-standard terms |
| Issue | Finance | Approved agreement | Correct invoice and payment request | Finance validates billing details | Tax or entity mismatch |
| Reconcile | Finance Operations | Payment and invoice state | Traceable collection status | Human review for disputes | Partial payment or failed charge |
Repeatable modules
- Approval routing
- Document generation
- Invoice trigger
- Payment sync
- Audit trail
Systems connected
- CRM
- Proposal tools
- E-signature
- ERP/accounting
- Payments
Metrics to baseline
- Approval cycle
- Invoice exception rate
- Reconciliation effort
- Payment state delay
Related departments
Marketing & Sales
Create qualified demand and turn it into accountable commercial action.
Lead-to-RevenueQuote-to-Cash
Finance
Make approvals, billing and reconciliation traceable without slowing the business.
Quote-to-CashHire-to-Productivity
Operations & IT
Own the operating layer where integrations, access, monitoring and recovery meet.
Lead-to-RevenueCustomer OperationsQuote-to-CashHire-to-Productivity
Automation Scan