Our Services

Order-to-Cash Consulting, Auditing & Advisory

Specialist support across the full Order-to-Cash cycle — credit, billing, collections, cash application, controls and transformation — from someone who has spent 20+ years doing this work, not just advising on it.

01 — Consulting

Order-to-Cash process design & optimisation

We help organisations design, redesign and automate Order-to-Cash processes — from credit assessment through invoicing, collections and cash application — so your AR function runs the way it should, not the way it always has.

Engagements draw on hands-on experience managing EMEA O2C operations across multiple business units and entities, including non-standard billing models, multi-currency environments, and high-volume, high-complexity invoicing.

Consulting covers:

  • Credit policy & risk frameworks (incl. Dun & Bradstreet-based monitoring)
  • Collections & dunning process design and automation (e.g. MyDSOManager)
  • SEPA Direct Debit scheme design for recurring/low-value receivables
  • Invoicing & non-standard billing configuration (incl. MS Dynamics)
  • Cash application & AI-assisted payment matching
  • O2C KPI & SLA reporting frameworks

Auditing & assurance covers:

  • SOX-aligned controls reviews (segregation of duties, authorisation hierarchies, audit trails)
  • Credit risk & bad debt provisioning reviews
  • Dispute management & resolution process audits
  • Pre-ERP / pre-BPO O2C readiness assessments
  • Billing accuracy & revenue assurance checks
  • O2C KPI & SLA performance audits
02 — Auditing & Assurance

Independent reviews of your O2C controls

Our auditing and assurance work gives management and boards an honest, evidence-based view of how well credit, billing and collections processes are controlled — and where the gaps are, before someone else finds them.

Drawing on direct experience applying SOX-derived controls across AR functions (including segregation of duties, authorisation hierarchies and audit trails), we identify control gaps and provide clear, prioritised, evidence-based recommendations.

03 — Advisory

ERP, BPO & AI transformation advisory

For finance leaders navigating ERP migrations, outsourcing programmes, M&A integration, or AI adoption in the O2C function, we provide advisory grounded in real transformation experience. We've done this work. We know where it goes wrong.

This includes having scoped, transitioned and governed phased BPO outsourcing programmes, acted as SME for invoicing and AR in a full ERP redesign and go-live, and led O2C integration following multiple acquisitions.

Advisory covers:

  • ERP migration & invoicing workflow advisory (MS Dynamics and others)
  • BPO transition planning, scoping & governance for O2C functions
  • M&A integration of acquired O2C operations
  • AI & automation strategy for collections, dunning and cash application
  • O2C operating model & organisational design
  • Ongoing advisory retainers for finance leadership teams
Finance Process Hub

Building O2C competency in your team?

Through Finance Process Hub, our trading name for competency assessments and training, we're developing an AI-powered competency assessment tool and training modules focused specifically on Order-to-Cash — identifying knowledge gaps and generating targeted learning paths for O2C professionals.

Learn More
Get Started

Ready to have a straight conversation about your O2C function?

Most problems look worse in the fog than they do in daylight. Get in touch and we'll work out together where to start.

Let's Talk