Services
Receivables Consulting Services
We help organizations collect faster with less effort. Engagements can cover one service or all five, depending on where the biggest gains are.
Five ways we help
Receivables process optimization
We map how accounts move from billing to payment, find where they stall and redesign the workflow.
What’s included
- Current-state workflow mapping
- Aging and DSO review
- Segmentation and prioritization of accounts
- KPI and dashboard setup (DSO, recovery rate, right-party contact, cost to collect)
- Staff workflow and handoff improvements
Software selection and implementation
Choosing the wrong platform is expensive. We help you define requirements, compare vendors and roll out the tool so it actually gets used.
What’s included
- Requirements gathering
- Vendor shortlist and demo scorecards
- Data migration and integration planning
- Configuration, testing and training support
Accounting and financial support
Clean books make better collection decisions possible.
What’s included
- Cash application and payment reconciliation
- Receivables and recovery reporting
- Month-end close support for receivables
- Payment option and processing review
Compliance-minded workflow design
We build outreach and account workflows with awareness of the rules that apply to collections and healthcare, including the FDCPA, Regulation F, the TCPA and HIPAA.
What’s included
- Contact frequency and channel rules built into workflows
- Consent and opt-out tracking in systems
- Disclosure and template checkpoints
- Access controls and data handling for patient information
We are not a law firm. Final compliance decisions should be reviewed by your legal counsel.
Automation with n8n and Make.com
Automation removes repetitive tasks so your team can focus on accounts and growth.
What’s included
- Payment reminders: scheduled email and text reminders based on account status and consent
- Routing: send accounts, leads or disputes to the right person or queue automatically
- Reporting: daily or weekly dashboards delivered without manual spreadsheets
- CRM syncs: keep CRM, billing and collection systems in sync
- Internal growth workflows: lead intake, follow-up and onboarding for agencies and service teams
How engagements work
1. Discovery call
2. Assessment and recommendations
3. Implementation support
4. Measurement and adjustment
Frequently asked questions
What is receivables process optimization?
It is the review and redesign of how an organization bills, follows up on and collects payments, so balances are resolved faster and with less manual effort.
Can you help us choose collection or billing software?
Yes. We define your requirements, build a vendor shortlist, score demos and help plan and support the rollout.
What are n8n and Make.com?
They are workflow automation platforms that connect apps and automate tasks, such as sending reminders, routing records and syncing data between systems.
Will automation work with our current systems?
Usually, yes. Both platforms connect to many CRMs, billing tools and databases through built-in connectors or APIs. We confirm fit during the assessment.
Do you make sure our workflows are compliant?
We design workflows with FDCPA, Reg F, TCPA and HIPAA awareness and build in checkpoints, but we do not give legal advice. Your counsel should approve final policies.
Can we hire you for just one service?
Yes. Many engagements start with a single area, such as automation or software selection.
Ready to lower your DSO?
Tell us where receivables are getting stuck. We will tell you what we would fix first.