Order-to-cash intelligence for CFOs
There's Working Capital Trapped in Your Order-to-Cash Process. Automate the Right Part of It.
CFOs know AI can make order-to-cash more efficient. What they don't want is to spend thousands of dollars and hundreds of hours implementing a solution, only to find out they automated the wrong process. ClearPath works alongside your finance team to understand your business model and identify where automation will actually create value — and where it won't. From there we either guide you to the right solution or build it from scratch, if that's what the business actually needs.
30 minutes with a former CFO. No cost. No pitch.
Expected outcomes
What Companies Working With ClearPath Can Expect.
Up to 60%
DSO Reduction
Custom AI cash application and intelligent dunning compress your collection cycle.
$40–60K
Annual Cost Savings
Automated processes eliminate redundancies your team doesn't even see.
Up to 40%
Revenue Increase
AI-generated customer intelligence gives your sales team data-driven focus.
Results are modeled estimates based on industry data and program design. Actual outcomes vary by company size, complexity, and implementation scope.
The expensive mistake
Automating the Wrong Process Costs More Than Doing Nothing.
Order-to-cash automation fails in four predictable ways — and none of them are about the technology being bad. They're about scoping the work before anyone has proven where the value is. Our job is to eliminate all four before you spend.
The wrong process gets automated.
Most O2C automation projects start with whatever the software does best — not with where your cash is actually stuck. Automate the wrong step and you've made a non-bottleneck faster while the real constraint sits untouched.
The data underneath isn't ready.
Unapplied payments, duplicate invoices, credits in limbo. Every AI platform assumes your data is clean. When it isn't, automation produces confident wrong answers at scale — and your team stops trusting the system.
The vendor scopes the project.
When the company selling the software also defines the problem, the answer is always more software. Nobody in that conversation is paid to tell you a process shouldn't be automated at all.
The cost is sunk before value is proven.
Thousands of dollars and hundreds of internal hours go in before anyone can say what the return will be. We invert that: prove the value first, then spend — on the smallest change that captures it.
How we work
Diagnosis First. Then Guide or Build.
We don't sell software and we don't sell hours. We start by finding out where automation actually creates value in your order-to-cash process — then we either point you to the right existing solution or build the one that doesn't exist yet.
Diagnosis & Automation Value Map
We work alongside your finance team to understand your business model, walk the actual order-to-cash process, and quantify where automation creates value — and where it won't. You get a written map before anyone builds anything.
Data Preparation & Forensic Cleanup
We do what AI vendors won't: reconcile your receivables, match every payment, apply every credit, clean every discrepancy. Automation built on unreconciled data scales the mess instead of fixing it.
Guide or Build
If the right tool already exists, we tell you which one and help you stand it up correctly. If nothing on the market fits how your business actually runs, we build it from scratch — auto-matching, intelligent dunning, risk scoring, payment prediction, calibrated to your data.
Managed O2C Intelligence
Ongoing management of your order-to-cash function — cash application, collections, dispute resolution, customer intelligence, real-time reporting. A CFO's oversight for the cost of an AR manager.
Comparison
Everyone Else Has Something to Sell You.
AI Software Vendors
- Sell software, not solutions.
- Assume your data is clean.
- Require internal expertise to configure.
- One-size-fits-all.
- Won't touch your accounting data.
Accounting Firms
- Clean data but can't build AI.
- Don't understand revenue operations.
- Charge by the hour.
- No ongoing management.
- Think in debits and credits, not cash flow strategy.
ClearPath
- No software to sell — so no reason to oversell.
- Diagnosis before automation: we map value first.
- Will tell you when a process shouldn't be automated.
- Guide you to the right tool, or build it from scratch.
- Network of CFOs and CIOs, working alongside your team.
What makes us different
We're Paid to Get the Decision Right, Not to Ship Software.
Diagnosis Before Automation
We quantify where automation pays and where it doesn't before a dollar goes into implementation. That's the whole point of the engagement.
Vendor-Neutral
We don't resell software. If an existing platform is the right answer, we say so and help you implement it properly. We only build when nothing fits.
Alongside Your Team
We work with your finance team, not around it. They know the business; we know order-to-cash and AI. The map comes out of both.
A network of CFOs and CIOs who know order-to-cash — telling you where AI pays for itself, and where it doesn't.
Industry data
The Revenue Impact of Broken Receivables.
87%
of businesses receive payments late — often because customers have learned to distrust their billing.
61%
of late payments caused by the company's own invoice errors. Every error trains customers to question you.
82%
of business failures cite cash flow — but the cash flow problem started with customers who stopped paying on time.
$440K
average annual savings when AR is accurate and automated. That's revenue protected, not just costs cut.
Who it's for
Built for Leaders Who Know Customer Retention Starts with Getting the Basics Right.
CFOs & Controllers
You're responsible for the numbers. But you're also responsible for what those numbers do to your customer relationships. We give you AR you can trust — so every customer interaction your team has is accurate and professional.
AR & Credit Managers
You know the aging report is a mess. You also know that every collections call based on bad data makes a customer less likely to pay — and less likely to stay. We fix the data so your outreach builds trust instead of burning it.
Business Owners
You've spent years and millions acquiring customers. Your billing errors are quietly driving them away. We make sure the back office protects the relationships the front office built.
The process
From Trapped Cash to the Right Automation in Five Steps.
Step 1
Free O2C Consultation
30 minutes with a former CFO. Where do you believe cash is trapped, what have you already looked at automating, and what would have to be true for it to be worth it? No cost, no pitch.
Step 2
Automation Value Assessment
We work alongside your finance team to map the real process, quantify the trapped working capital, and score each step on automation ROI. Deliverable: which processes to automate, which to leave alone, and whether to buy, configure, or build.
Step 3
Data Preparation
Every open item reconciled. Every payment matched. Every credit applied. Automation is only as reliable as the ledger underneath it — so the ledger comes first.
Step 4
Guide or Build
If the right platform exists, we help you select and implement it correctly. If nothing fits how your business runs, we build it — scoped to the value the assessment proved.
Step 5
Managed Services
Ongoing management so the gains hold: accurate customer-facing data, matched payments, and reporting your team and your customers can trust.
Integrations
We Work With What You Already Have.
NetSuite. QuickBooks. Xero. Sage. SAP. Spreadsheets. Whether the answer is an existing platform or something custom, it has to fit the system your finance team already runs on — we don't force a migration to make a recommendation easier.
- NetSuite
- QuickBooks
- Xero
- Sage
- SAP
- Spreadsheets
Platforms we evaluate and implement: Gaviti, Growfin, Tesorio, Billtrust, Chaser, Centime — or a custom build when none of them fit the way your business actually operates.
Find Out What's Actually Worth Automating.
Before you spend thousands of dollars and hundreds of hours on an O2C automation project, spend 30 minutes finding out where the trapped working capital really is — and which processes are worth automating. Free, with a former CFO. No pitch.
Or call directly: (520) 505-0141