Targeted support
Steering stays with you
A process review in receivables management, a clean-up of open items, a deadline clean-up of the contract file: clearly scoped, with a defined outcome and timeframe.
Managed Finance Services
We take on core commercial processes end to end: receivables, claim, credit-risk and contract management. Reviewed, redesigned, implemented and continually improved.
Measurable each month
DSO, cycle times and default rates with actions, not just charts
Audit-ready
Cases, deadlines and contract status stand up to review and audit
Customer relationships protected
Firm on the substance, courteous in how we deal with your customers
Predictable pricing
Costs follow volume, including seasonal peaks
What we take on
Four processes, one finance function
Finance operations are measurable: cycle times, error rates, DSO. That is what we design and operate against.
Typical triggers: Usually one event tips the balance: a growth step, a system change, year-end under time pressure, or a requirement from the group.
Receivables age because there is no capacity for consistent follow-up
Processes depend on individuals and the knowledge they hold
Systems and data sets do not line up, and reporting takes time
Volume fluctuates seasonally and cannot be covered economically in-house
Services in detail
What actually happens in the finance processes
Each process can be commissioned on its own and later expanded into a full finance function.
Receivables management
Open items age as soon as consistent follow-up fails for lack of capacity. We take on the work from the first payment delay through to the last dunning stage, with fixed escalation paths and communication that protects the customer relationship.
What we handle
Full monitoring and handling of outstanding receivables
Defined escalation paths across all dunning stages
Customer-friendly communication, in writing and by telephone
Standardised workflows and legally sound templates
GDPR-compliant handling and audit-proof documentation
Examples from our work
Credit-risk management
A payment default usually shows itself beforehand, in limit utilisation and payment behaviour. We assess creditworthiness, set credit limits by customer segment and monitor them continuously, so sales and accounting decide by the same rules.
What we handle
Credit analysis using external and internal data sources
Individual credit limits by customer segment
Automatic block and release workflows
Monitoring of customer development and limit utilisation
Early-warning indicators for payment delay
Examples from our work
Claim management
Claims arrive through different channels and vary in quality. We receive them in a structured way, check them against contracts, price lists and SLAs, and keep deadlines and limitation periods in view, instead of deciding one-off cases by instinct.
What we handle
Review and handling of customer claims of every type
Validation against contracts, price lists and SLAs
Deadline management including limitation periods and escalation rules
Multichannel intake with extraction and duplicate checks
Allocation to contracts, terms, periods and deliveries
Examples from our work
Contract management
Contracts are created in different places, and deadlines and versions get lost. We run a central contract file with roles, approvals and deadlines, and keep obligations current.
What we handle
A central contract file with versioning and a role model
Digital review, approval and signature workflows
Tracking of deadlines and obligations, including escalation
A clause library and standardisation of recurring contract types
An audit trail for compliance and audit
Examples from our work
Ways of working together
A task, a process, or the whole finance function
You decide which tasks transfer. The three models sit side by side and often run in parallel: a process-review project, while we already run receivables management on an ongoing basis. You can start at any scale, and move between models at any time.
Outsource processes
Process ownership sits with us
Receivables management, credit risk, claim management or contract management transfer to us in full, with ownership of cycle times, rates and reporting.
Take on the function
Function and team sit with us
We also take on your people: the commercial function as a whole, including your staff. We bring people, processes and systems together and then improve them.
How we work
The figures first, then the process
We start with numbers, not opinions, and make the effect of every change visible.
- 01
Process review
We analyse volumes, cycle times, error and default rates, and system breaks along the full chain.
- 02
Design
We define target metrics, rules for escalation and collection, and clear interfaces to sales and accounting.
- 03
Implementation & development
We map the process in CLAIR, connect ERP and payment data, and take on the operational work.
- 04
Operation & optimisation
Monthly reporting on DSO, rates and balances, with concrete measures for further development.
Technology in the background
Figures, cases and vouchers in one system
Receivables cases, correspondence, deadlines and payment status come together in CLAIR. Automated steps take the routine; our specialists decide on escalation and settlement.
Modules in use: Receivables management · Claim Management · Contract Management · Reporting & Cockpits
More about CLAIR
Examples from our work
All case studies on FinanceFinance processes we have taken on
Three examples from live mandates: which process transferred, at what scale, and what changed in cycle time and transparency.
Finance
Receivables management taken over through to the last dunning stage
A regional mobility and trade group reduces default risk through structured, customer-friendly receivables management.
Read case study
Finance
Customer communication restructured and lastingly improved
A home-entertainment sales company creates clear responsibilities, speeds up handling and relieves sales.
Read case study
Finance
Credit risks steered across the entire customer lifecycle
A company with a high volume of receivables combines creditworthiness analysis, credit limits and early warning into a continuous risk process.
Read case studyFrequently asked questions
Questions about working with us
Do we have to hand over every process?
No. Many companies start with receivables management and expand later. Master data and rule sets already captured remain in place.
Do you work in our ERP?
Yes. We connect your ERP and payment data so nothing is entered twice. If a connection is not possible, we work via defined import paths.
Which metrics do we see?
Monthly reporting on DSO, cycle times, error and default rates, and balances, each with concrete measures.
How is billing structured?
Usually as a monthly retainer based on volume and scope; projects such as a process review are billed at a fixed price.
How efficient are your finance operations?
We review your core processes and show where cycle times, defaults and effort can fall in measurable terms.
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