Go From Late Payments to a Cash Strategy With Claude.

Watch a finance director bring ERP, CRM, and AR data into one system to set your team’s collection priorities and forecast your full cash position.

 
 
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Trusted by the world's leading B2B finance teams

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Gem
Invicti
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ActivTrak
Vercel
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Here’s how it comes together

In this session, we’ll use Claude to bring together context from across your finance stack and work through a rising DSO, from finding the cause to planning what comes next. In 45 minutes, you’ll learn how to:

  • Get a clearer view of which customers are paying late and what’s really behind it
  • Decide where your team should focus its collection efforts each week
  • Forecast your full cash position and test different payment scenarios

You’ll leave with a free Claude skill and a self-assessment to see where your team stands.

Register for the live session

Bring your questions. Leave with a free Claude Skill.

 
 

Faster payments.
Stronger customer relationships.
Efficient growth.

Go from chasing invoices to engaging customers

Request a demo
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