Finance & Revenue Operations

Collect smarter. Not just harder.

Stop chasing invoices blindly. See which customers can pay, which need a conversation, and which are about to churn — all in one view.

12%

Lower DSO

$250K+

Saved per $10M ARR

100%

Audit-Ready

Faster Collections

The shift

From guesswork to clarity

 
Before
After

Collection priority

Sorted by days overdue. The biggest debtor gets called first regardless of health.

Sorted by likelihood to pay. Healthy customers with late invoices get a gentle nudge; at-risk ones get a different conversation.

Revenue leakage

Billed-not-delivered and delivered-not-billed gaps found at quarter-end.

Gaps flagged in real time. Every mismatch surfaces as a signal before it becomes a write-off.

Cash forecast

Spreadsheet-based projections from invoice aging. Doesn't account for customer health.

AI-weighted forecast using payment history, customer health, and engagement data.

Audit readiness

Scrambling at quarter-end to reconstruct the decision trail.

Every revenue-impacting decision logged with full context from day one.

Your dashboard

Everything on one screen

01

Collections Risk Panel

Overdue invoices ranked by customer health, not just aging. See who will pay and who needs escalation.

02

Revenue Leak Detector

Billed-not-delivered and delivered-not-billed gaps — surfaced automatically, updated in real time.

03

Cash Flow Forecast

AI-weighted projections based on health, payment history, and engagement — not just what's on the invoice.

04

Dunning Queue

AI-drafted collection messages with tone matched to customer relationship. Your approval required before sending.

05

Write-Off Risk

Accounts trending toward write-off flagged early. Full context for the decision — support history, usage, engagement.

06

Compliance Audit Log

Every AI-suggested action logged with who approved it, when, and the evidence that drove it.

Deep dive

How each piece works for you

Collections based on who will actually pay

Prioritize follow-ups by customer health and payment history. AI drafts tone-appropriate messages for your approval.

Catch revenue leaks early

See billed-not-delivered and delivered-not-billed gaps instantly — before they become write-offs.

Forecast cash flow from real signals

AI predicts collection probability using customer health, not just invoice aging.

Full visibility. Full control.

Dunning and write-off decisions require your approval. AI analyzes and recommends — you control what happens.

Connects with

QuickBooksNetSuiteSageStripeSalesforceHubSpotZendesk

KPIs tracked

Days Sales OutstandingBad Debt RateCash Forecast AccuracyCollection Efficiency

See the full picture for yourself

20 minutes. Your tools connected. A live dashboard built from your actual data.

Grow your Spine.