Do you need access to our system?
No. A CSV export of open invoices is enough for the audit. A read-only connection is faster, but it is your choice.
Receivables Leak Audit
Thirty minutes, your own ledger, an honest answer.
We map where your follow-up breaks down today and show the playbook that would run instead. You keep the written analysis whether or not you continue.
One working session, no slide deck
Bring one month of open invoices, or connect read-only
Nothing is sent to your clients, ever, during an audit
A firm written quote afterwards, before you commit
What happens after you send this
1 We reply within one working day with two or three time slots.
2 You receive a short list of what to bring, and nothing else.
3 After the session, the written analysis and a firm quote.
Request an audit
Takes about a minuteCommon questions.
The four we are asked before every audit.
Will you contact our clients?
Never during an audit, and afterwards only once you switch a mode on in your own workspace.
Who should attend?
Whoever actually chases invoices today, plus whoever owns the client relationship. Thirty minutes is enough.
What if we are not ready to buy?
Then you keep the analysis and we part ways. It is useful on its own.