Services

Diagnosis First. Then We Guide or We Build.

Nothing gets automated here until we've proven it's worth automating. Every engagement starts with a free consultation and an assessment that names where value is — and where it isn't. What comes after depends entirely on what we find.

Automation Value Assessment.

Every engagement starts with a free 30-minute O2C consultation. If that reveals real opportunity, we run the full assessment alongside your finance team: we walk the actual order-to-cash process, analyze aging accuracy, unapplied transactions, GL integrity, allowance methodology, and process gaps — then score each step on what automation would actually be worth. Deliverable: a written map of which processes to automate, which to leave alone, the working capital at stake in each, and the recommended path — buy, configure, or build.

Who it's for

CFOs who believe cash is trapped in O2C but don't want to spend thousands implementing before knowing where the value is. New CFOs inheriting an unknown situation. Any business preparing for audit, acquisition, financing, or an AI project.

$1,500 – $5,000

Data Preparation & Forensic Cleanup.

The work AI vendors won't do. We reconcile every open transaction — match payments, apply credits, resolve discrepancies, process write-offs, reconcile sub-ledger to GL. Automation is only as reliable as the ledger underneath it, so when the assessment shows the data is the constraint, this comes before any tooling decision.

Timeline

4–12 weeks depending on volume.

$5,000 – $50,000+

Guided Solution Selection.

When a platform on the market already does what your business needs, the right answer is to buy it — not to build. We shortlist against your assessment findings, pressure-test vendor claims against your actual data, and then configure and stand up the solution so it works the way your team works. We don't resell software and we take no vendor commissions.

$3,000 – $15,000

Custom Build.

When nothing on the market fits how your business actually runs, we build it from scratch: custom auto-matching rules, intelligent dunning sequences, customer risk scoring, payment prediction models, and sales intelligence reporting — calibrated to your data, your customer base, and scoped to the value the assessment proved.

$3,000 – $15,000

Sales & Customer Intelligence Reports.

Intelligence reports derived from your receivables data. Customer payment behavior analysis, churn risk identification, revenue concentration mapping, and seasonal pattern detection. Your sales team gets actionable focus based on where cash is actually flowing — not CRM activity metrics.

Included in managed programs or $1,000 – $3,000 standalone

Managed O2C Intelligence.

Ongoing management of your order-to-cash function by a dedicated team running the program we selected or built with you. Cash application, collections, dispute resolution, customer intelligence, and real-time reporting. A CFO's oversight for the cost of an AR manager.

$1,500 – $8,000/month

A fully loaded internal AR specialist costs $55,000–$85,000/year. A fractional CFO costs $3,000–$10,000/month. ClearPath delivers both capabilities through assessment, automation, and managed intelligence — typically at 30-50% of that combined cost.

The path

Nothing Gets Built Until the Value Is Proven.

01
Free Consultation
02
Automation Value Assessment
03
Data Preparation
04
Guide or Build
05
Managed Intelligence

The consultation costs nothing. Each phase only happens if the previous one justified it — and if the assessment says a process shouldn't be automated, we'll tell you that instead of selling you the next phase.

Start With the Free Consultation.

30 minutes with a former CFO who will walk your order-to-cash process with you and tell you where automation is likely to pay — and where it isn't. No obligation. No pitch.

Schedule a Free O2C Consultation

Or call directly: (520) 505-0141