Order to payment
Make invoice data follow the order, delivery and payment status
For companies where order data exists but invoices, reconciliation or reminders still require manual follow-up.
The problem
Finance should not have to rediscover what the business already knows
When orders, deliveries, partial shipments, payments and reminders live in different tools, finance becomes the team that repairs missing context.
A better first project is often not a new finance system. It is a controlled path from order or completed work to invoice-ready data, with clear rules for exceptions.
Good fit for
- Companies with recurring manual work between order, delivery and invoice.
- Teams that handle partial deliveries, credits, reminders or payment status manually.
- Businesses where invoice delays affect cash flow or customer service.
First version
- Choose the event that should create invoice data.
- Define required customer, article, delivery and pricing fields.
- Create exception queues for missing data, credits or manual approval.
- Connect payment or reminder status back to the team that needs it.
What changes
- Cleaner invoice basis with fewer manual checks.
- Earlier visibility into orders that are blocked from invoicing.
- Less dependency on one person knowing the finance workflow.
How we keep it grounded
Built around ownership, logs and business rules
We do not automate invoices until the source data and approval rules are clear.
The flow can include manual approval where required by the business.
Payment status can be returned to CRM, support or operations when useful.
Questions before a first integration
Do we need to replace our current systems first?
Usually no. We start by connecting the systems already in use and limit the first project to one workflow where manual handoffs are visible.
How long does a first delivery usually take?
Most first deliveries take 4-8 weeks, depending on the number of systems, data quality, exception rules and test scenarios.
What happens when the workflow has exceptions?
Exceptions are designed into the flow. The goal is not blind automation, but clear status, logging and a small number of manual decisions where people add judgement.