We Build Custom AI Solutions That Turn Your Receivables Into a Cash Flow Engine.

ClearPath is a corporate intelligence firm backed by a network of CFOs and CIOs. We take the data already flowing through your order-to-cash process and build custom AI programs that drive cash flow, lower DSO, cut costs, and give your sales team intelligence they've never had before.

30 minutes with a former CFO. No cost. No pitch.

What Companies Working With ClearPath Can Expect.

Up to 60%

DSO Reduction

Custom AI cash application and intelligent dunning compress your collection cycle.

$40–60K

Annual Cost Savings

Automated processes eliminate redundancies your team doesn't even see.

Up to 40%

Revenue Increase

AI-generated customer intelligence gives your sales team data-driven focus.

Results are modeled estimates based on industry data and program design. Actual outcomes vary by company size, complexity, and implementation scope.

AI Won't Fix What It Can't See.

Every company wants to leverage AI. But here's what nobody tells you: AI is only as good as the data you feed it. If your receivables are full of unapplied payments, phantom invoices, and broken processes — AI will automate the mess, not fix it. ClearPath prepares your data first, then builds the intelligence layer on top.

Your data is a liability, not an asset.

Unapplied payments, duplicate invoices, credits in limbo. The information flowing through your O2C process is rich — but right now it's noise, not intelligence. AI built on this data will produce confident wrong answers.

AI vendors won't clean your data. We will.

Every AI platform assumes your data is ready. It's not. We do the reconciliation, classification, and forensic cleanup that AI vendors know is necessary but refuse to touch. We prepare your company financially before a single algorithm runs.

Your sales team is flying blind.

The richest customer data in your company isn't in your CRM — it's in your receivables. Who pays fast, who disputes, who's pulling back, who's growing. That intelligence is sitting unused because nobody has built the system to surface it.

You're paying for a CFO problem at CFO prices. You don't have to.

Custom AI solutions for your O2C process used to require a six-figure consulting engagement. ClearPath delivers CFO-level expertise and custom AI implementation for the cost of an AR manager.

The ClearPath Intelligence Stack.

We don't sell software. We don't sell hours. We build custom intelligence programs around your order-to-cash process — from data preparation through AI deployment through ongoing management. Every program we've built has increased cash flow.

Data Preparation & Forensic Cleanup

We do what AI vendors won't: reconcile your receivables, match every payment, apply every credit, clean every discrepancy. This is the foundation. Without it, any AI implementation is building on sand.

Custom AI Solution Design

We build AI programs tailored to your specific O2C process — not off-the-shelf software with your logo on it. Auto-matching, intelligent dunning, risk scoring, payment prediction — all calibrated to your data and your business.

Sales & Customer Intelligence

We turn your receivables data into actionable intelligence reports: customer payment behavior, churn risk, revenue concentration, seasonal patterns. Your sales team gets focus. Your retention improves.

Managed O2C Intelligence

Ongoing management of your entire order-to-cash function. A dedicated team running your custom AI programs daily — cash application, collections, dispute resolution, real-time reporting. A CFO for the cost of an AR manager.

Why Companies Choose ClearPath Over Traditional Options.

AI Software Vendors

  • Sell software, not solutions.
  • Assume your data is clean.
  • Require internal expertise to configure.
  • One-size-fits-all.
  • Won't touch your accounting data.

Accounting Firms

  • Clean data but can't build AI.
  • Don't understand revenue operations.
  • Charge by the hour.
  • No ongoing management.
  • Think in debits and credits, not cash flow strategy.

ClearPath

  • Prepares your data AND builds the AI.
  • Custom solutions designed around YOUR O2C process.
  • Network of CFOs and CIOs.
  • Ongoing managed intelligence.
  • CFO expertise at AR manager cost.

Every Program We've Built Has Increased Cash Flow.

Data First

We prepare your financial data before any AI touches it. That's why our solutions actually work.

Custom Built

No two programs are the same. Every AI solution is designed around your specific O2C process and business goals.

Ongoing Intelligence

We don't build and walk away. We manage your custom programs daily, continuously optimizing for cash flow and customer retention.

A network of CFOs and CIOs, building custom AI solutions for the order-to-cash process.

The Revenue Impact of Broken Receivables.

87%

of businesses receive payments late — often because customers have learned to distrust their billing.

61%

of late payments caused by the company's own invoice errors. Every error trains customers to question you.

82%

of business failures cite cash flow — but the cash flow problem started with customers who stopped paying on time.

$440K

average annual savings when AR is accurate and automated. That's revenue protected, not just costs cut.

Built for Leaders Who Know Customer Retention Starts with Getting the Basics Right.

CFOs & Controllers

You're responsible for the numbers. But you're also responsible for what those numbers do to your customer relationships. We give you AR you can trust — so every customer interaction your team has is accurate and professional.

AR & Credit Managers

You know the aging report is a mess. You also know that every collections call based on bad data makes a customer less likely to pay — and less likely to stay. We fix the data so your outreach builds trust instead of burning it.

Business Owners

You've spent years and millions acquiring customers. Your billing errors are quietly driving them away. We make sure the back office protects the relationships the front office built.

From Billing Liability to Customer Confidence in Five Steps.

Step 1

Free AR Health Check

We assess how your AR is affecting your customer relationships. Where are the billing errors? Which customers are getting wrong information? 30 minutes, no cost.

Step 2

Diagnostic

We quantify the problem. How many customers have been contacted with bad data? How much revenue is at risk from trust erosion? Written report with findings.

Step 3

Cleanup

Every open item reconciled. Every payment matched. Every credit applied. When we're done, your team can contact any customer with complete confidence that the data is right.

Step 4

Automation

AI keeps it clean going forward. 90-95% of payments matched automatically. Errors caught before they reach a customer.

Step 5

Managed Services

Ongoing management that ensures your customer-facing financial data is always accurate. The billing problems that drove customers away stop happening.

We Build On What You Already Have.

NetSuite. QuickBooks. Xero. Sage. SAP. Spreadsheets. Our custom AI solutions integrate with your existing accounting platform — we don't force a migration. We work with your data where it lives and build the intelligence layer on top.

NetSuiteQuickBooksXeroSageSAPSpreadsheets

AI platforms we integrate: Gaviti, Growfin, Tesorio, Billtrust, Chaser, Centime — or custom-built solutions for unique requirements.

The Most Expensive Customer to Acquire Is the One You Already Had and Lost.

Your AR problems aren't just costing you cash flow. They're silently destroying the customer relationships your sales team spent years building. The AR Health Check is free — 30 minutes to find out what your billing is doing to your customers.

Schedule Your Free AR Health Check

Or call directly: (520) 505-0141