The ClearPath Intelligence Stack.
Every engagement is custom. Every program is built around your O2C process. And every program starts the same way: a free consultation to understand your data, your goals, and your gaps.
O2C Intelligence Assessment.
$1,500 – $5,000.
Every engagement starts with a free 30-minute O2C consultation. If that reveals real opportunities, we conduct a full intelligence assessment: forensic analysis of aging accuracy, unapplied transactions, GL integrity, allowance methodology, process gaps, and customer impact. Deliverable: a written intelligence report with findings, risk quantification, and a custom program recommendation.
Who it's for
Companies that know something is off but can't quantify it. New CFOs inheriting an unknown situation. Any business preparing for audit, acquisition, financing, or AI implementation.
Data Preparation & Forensic Cleanup.
$5,000 – $50,000+.
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. This is the foundation that makes everything else possible. Without clean data, no AI solution will deliver real results.
4–12 weeks depending on volume.
Custom AI Solution Design & Deployment.
$3,000 – $15,000.
We design and deploy AI programs built specifically for your O2C process. Not off-the-shelf software with default settings — custom auto-matching rules, intelligent dunning sequences, customer risk scoring, payment prediction models, and sales intelligence reporting. All calibrated to your data, your customer base, and your business goals.
Sales & Customer Intelligence Reports.
Included in managed programs or $1,000 – $3,000 standalone.
AI-generated 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.
Managed O2C Intelligence.
$1,500 – $8,000/month.
Ongoing management of your entire order-to-cash function by a dedicated team running your custom AI programs. Cash application, collections, dispute resolution, customer intelligence, and real-time reporting. A CFO for the cost of an AR manager. Every program we've built has increased cash flow.
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 custom AI and managed intelligence — typically at 30-50% of that combined cost.
Every Program Is Custom. Every Program Follows This Path.
The consultation costs nothing. Each paid phase builds on the last. And each phase converts another data blind spot into cash flow.