Order to cash in bank.

Order-to-cash that collects itself.

From quote to collected cash: credit checks, invoicing, dunning and DSO tracking, an AI agent that moves receivables while keeping every customer's full context in view.

  • Quote → order capture
  • Automated credit checks
  • Invoicing & dunning
  • DSO tracking
Enterprise-safe AI
AuditableHuman approval layerExplainableFully traceable
See how it works
finboard.app / order-to-cash
Live
Order-to-cash · Customer: Meridian Retail
1Quote
orders@acme.com8 new
Salesforce CPQlive
Q-2214.pdf
$32,900 · Net-45
Parsed
2Invoice
Ac
AI credit check
A2 rating
Approved
SL
Sara Lindgren
AR Lead
Approved
EM
Elena Marsh
CFO
Pending
Policy: over $25k → CFO
3Collect
Meridian Retail
Awaiting
INV-9021$32,900
Context
Open A/R$71,240
DSO · 90d41 days
Open orders4
What you get

Order-to-Cash, built for multi-entity groups.

Every capability sits on the same governed data as your ledgers - everything traceable, everything auditable.
01
Quote to order

Pull quotes from CPQ or inbox and turn approved ones into orders without rekeying.

02
Credit in the loop

AI credit checks and policy approvals run before invoicing, over $25k routes to the CFO.

03
Invoice & chase

Send invoices, then run tone-matched dunning automatically until cash lands.

04
DSO under control

Track DSO and open A/R per customer, with every invoice traceable to its order.

How it works

Live in 30 days or less.

1Step 1
Ingest the order

Quotes from Salesforce CPQ or email become orders automatically.

2Step 2
Check & invoice

Credit check, approval, then invoice, all on policy.

3Step 3
Collect

Automated dunning and DSO tracking bring the cash home.

27
orders in flight
41 days
DSO tracked
Auto
dunning
Custom workflow 30 days or less Pay on value Governed, auditable, drillable
Tuned for your industry

Built for how your industry runs.

The same close, consolidate and report engine, reshaped to exactly how your industry books revenue, tracks jobs, and runs its month.

Talk to a forward-deployed engineer

Bring every entity into one intelligent workspace.

Book a 30-minute consultation with our team. Bring your trial balance, we'll walk through a live consolidation and scope your custom application.

Hear from our customers