For CFOs & Operations Leaders

Stop Financing Your Customers.

[Release 2–6 Weeks of Revenue in 90 Days]


⚠️ If your DSO is > 55 days, you are leaking cash.
Maximize Microsoft Stack you already own.
Zero Data Exfiltration. Nothing leaves your tenant.
Weeks, not years. No messy ERP replacement.
Expected 90-Day Impact

Typical results from AR optimizations in mid-market environments

15–30%
DSO Reduction
Under-optimized AR
$500K–$5M+
Cash Unlocked
Based on AR size
20+ Hours
Saved Per Week
Execution
Not "Analytics Theater"
Book Free Strategy Call See the Math

Your Data Is Costing You Money

Most finance teams are sitting on a goldmine of trapped insights. Here's what's broken:

DSO Creep Kills Cash Flow

Manual AR processes delay collections. You discover late payments 30 days after they happen.

Board Reports Take 2 Weeks

Your team spends 80+ hours per month stitching spreadsheets. Numbers are stale before they're presented.

AI Projects Fail on Bad Data

You bought the licenses. The POC looked promising. Then reality hit: your data is too messy to scale.

Shadow IT Risk

Teams use external AI tools with zero oversight. Your proprietary data is one prompt leak away from exposure.

⚠️ The Hidden Leak

Stop Making Decisions Based on Bad Data

Data quality is table stakes. But messy vendor masters, duplicate records, and inconsistent classifications are bleeding your cash flow right now — and you don't even see it.

See What We Fix

Data classification • Vendor master cleaning • Taxonomy customization • GDPR compliance

Three Pillars to Cash Flow Optimization

We don't do "digital transformation." We fix the three problems that directly impact your EBITDA.

1

Unify Your Data Estate

Connect your ERP, CRM, and operational systems into Microsoft Fabric's OneLake. One governed source of truth. No rip-and-replace.

The Result
Board-ready reports in hours, not weeks. Audit trails LPs trust.
2

Automate AR Intelligence

AI agents monitor payment patterns, predict at-risk invoices, and surface collection priorities automatically. Human oversight at every step.

The Result
up to 15-30% reduction in DSO. Millions in working capital unlocked.
3

Secure AI Deployment

Built exclusively on Microsoft-native services. Your data never leaves your tenant. No external APIs. No model training on your proprietary information.

The Result
Zero shadow IT risk. Full compliance with your existing security controls.

The Math CFOs Care About

Real numbers from real engagements. Here's what 90 days looks like:

23%
Average DSO Reduction
From 68 days to 52 days
$2.4M
Working Capital Unlocked
Typical $50M AR portfolio
120+
Hours Saved Monthly
On reporting and analysis

Example: $100M Revenue Manufacturer

Current DSO (75 days) $20.5M tied up
Target DSO (55 days) @ 23% reduction $15.1M tied up
Working capital released $5.4M
Annual carrying cost savings (8%) $432K
Net annual benefit $432K+ in year one

* Results vary based on starting DSO, data maturity, and scope; based on client implementations and industry benchmarks (e.g., 15-30 day reductions common in AI AR automation per 2025-2026 reports).

Working Capital Modeler

$
Unlocked Liquidity
$0
Est. Annual Savings (8%) $0
Book Efficiency Audit

Built for Your Role

Different priorities. Same outcome: measurable financial impact.

CFO: Cash Flow & Credibility

  • Reduce DSO and unlock working capital within 90 days
  • Deliver board reports with audit-ready data lineage
  • Eliminate manual consolidation across subsidiaries
  • Scenario modeling for M&A and capital allocation decisions
  • LP reporting that passes institutional due diligence

Common Concerns, Answered

"We already have Microsoft licenses. Why do we need you?"
You own the tools. We bridge the gap between software and outcomes. Most teams have Microsoft Stack.We accelerate ROI on underutilized Fabric, Purview, and AI features — turning licenses into EBITDA impact without new spend.
"Our data is a mess. Can we even do this?"
Messy data is our starting point. We use Delta Lake and OneLake to clean and structure incrementally. You don't need a perfect data estate to start. You need a governed foundation that gets better over time.
"How do we know our data stays secure?"
We never see your data. Period. Everything runs inside your Microsoft tenant using your existing Purview governance and Entra ID controls. No external APIs. No public model training. Zero shadow IT.
"What if this doesn't work in 90 days?"
We structure engagements with clear milestones and measurable outcomes. If we don't deliver the agreed-upon DSO reduction or reporting automation within 90 days, you don't pay for the implementation phase.

Ready to Unlock Trapped Working Capital?

In 45 minutes, we'll identify the 3 highest-ROI opportunities in your current Microsoft estate—and map exactly how to capture them.

No sales pitch. Just strategy.
Specific to your data estate
Leave with a 90-day roadmap
Book Your Strategy Call