Find the real constraint
Map the current workflow, exception volume, handoffs, data quality, customer segmentation, and control requirements before choosing a tool.
Independent AR automation advisory
Choose the right system for the operating problem.
I help finance leaders diagnose what is breaking in accounts receivable, determine where automation will actually help, and evaluate platforms against the reality of their workflows—not a polished demo.
Vendor-neutral by design. Platforms cannot pay for ranking or placement.
$1B+Annual portfolio led
40%+DSO reduction in 12 months
1,500+Customers across 130+ countries
The decision before the software
Start with the operating model, not the vendor list.
AR platforms can automate useful work, but they cannot repair unclear ownership, weak data, broken escalation paths, or a collections strategy that does not match the customer base. The first question is what problem the system must solve.
Compare on operating fit
Translate the workflow into weighted requirements and test platforms against real scenarios, integrations, governance, and team capacity.
Make implementation real
Define a bounded pilot, success measures, ownership, review checkpoints, and the change-management work required after the contract is signed.
A practical starting engagement
AR Automation Selection Sprint
Leave with a decision you can defend.
A focused advisory engagement for leaders deciding whether to buy, which platforms deserve deeper diligence, or how to rescue a selection process that has become vendor-led.
- Current-state diagnosis of workflow, data, controls, ownership, and failure points.
- Weighted requirements scorecard built around business outcomes and non-negotiable constraints.
- Shortlist and demo script designed to expose product fit, gaps, and implementation assumptions.
- Recommendation memo covering trade-offs, risks, pilot scope, and next steps.
How the advice stays useful
Independent where it matters.
The value is not knowing the most vendor names. It is understanding how finance leaders experience the problem and separating product capability from implementation reality.
- No paid rankingVendors cannot buy preferred status, a higher score, or inclusion in a recommendation.
- Commercial relationships disclosedIf a future referral arrangement exists, it is disclosed before it can influence a buyer decision.
- Evidence over category claimsRecommendations trace back to the buyer's workflows, constraints, and real test scenarios.
- Implementation includedA platform is only a fit if the organization can integrate, govern, adopt, and operate it.
Before the work begins
A clear path from first call to a scoped decision.
The first conversation is for fit and boundaries. No buyer should have to guess what is being assessed, what evidence is needed, or where a commercial relationship could create a conflict.
Name the decision
Clarify the operating problem, decision owner, constraints, timeline, and whether an independent review would be useful.
Agree on the evidence
Define the questions, inputs, deliverables, review points, fee, and timeline in writing before work begins.
Surface conflicts early
Disclose relevant employer, vendor, or referral relationships and keep confidential information outside the engagement.
Bring the messy process, not a finished RFP.
If you are evaluating AR automation, questioning an existing shortlist, or trying to determine whether the problem is actually software-shaped, start with a short conversation.
Discuss your AR automation decision →