Order-to-cash automation & software
Orders slip through the cracks between your CRM, ERP, and finance team, and every gap costs you a collection cycle. We build the software that closes them.
Estimate OTC automation ROIWhat is order to cash (OTC)?
You'll recognize one of these.
The re-entry tax
Orders get keyed into the CRM, then keyed again into the ERP, then reconciled by hand at month-end because the two never agreed to begin with.
The invoice lag
Fulfillment finishes on Tuesday. The invoice goes out a week later because someone has to notice, assemble, and send it manually.
The collections guessing game
Nobody has a clean, current view of what's overdue, so collections calls happen on gut feel instead of data.
Order to cash (OTC), end to end.
Order capture
A single point of entry that pushes clean order data to fulfillment and finance at once.
Fulfillment sync
Real-time status between warehouse or delivery systems and the order record.
Automated invoicing
Invoices generated and sent the moment fulfillment confirms, not whenever someone remembers.
Collections dashboard
A live view of aging receivables, so outreach is targeted, not guessed at.
ERP and CRM integration
Salesforce, NetSuite, SAP, and similar systems, connected instead of duplicated.
Reporting
DSO, cycle time, and collection rate, tracked automatically instead of assembled by hand.
Your stack, not our preferences.
When it fits, and when it doesn't.
Signs you need this
- ·Orders, invoicing, and collections live in disconnected systems.
- ·Days sales outstanding is climbing and hard to explain.
- ·Manual handoffs between sales, fulfillment, and finance cause errors and delays.
- ·Cash application and reconciliation eat finance-team time every month.
What's included
- ·Process automation across order capture, invoicing, and collections.
- ·Integrations between CRM, ERP, billing, and payment systems.
- ·Dashboards for DSO, aging, and exceptions.
- ·Workflow and controls around approvals and disputes.
What's not
- ·The ERP or accounting system of record, which we integrate with.
- ·Your commercial terms and collection policy.
- ·Financial reporting sign-off, which remains with finance.
When this isn't the right fit
- ·Volume is low enough that a simple, well-run manual process works.
- ·Your ERP already automates the full cycle and the gaps are minor.
- ·The underlying process is not yet standardized enough to automate.
Common questions, answered plainly.
What does OTC stand for?
How much does OTC automation cost?
Do you replace our ERP or work with it?
How long does an OTC project take?
What systems do you integrate with?
See it in production.
Show us how this runs today.
One call. Walk us through how it works in your shop today, and we'll tell you honestly where custom software pays off, and where it doesn't.
Book the walkthrough