Finance Leaders

Know the answer before the board asks.

Collections, cash flow, and revenue risk — connected to what's actually happening with your customers, not just what's on the invoice.

The shift

From fragmented signals to executive clarity

Collections

Call customers sorted by days overdue. The biggest debtor gets called first — even if they're your happiest customer.

Collections prioritized by customer health + payment history. Healthy customers get a gentle nudge; at-risk ones get a different conversation.

Cash forecast

Spreadsheet forecast based on invoice aging. Doesn't know that 3 of your top accounts are about to churn.

AI-weighted forecast using customer health, engagement, and payment patterns. You see what's actually coming in.

Quarter-end

Two days reconstructing the decision trail for audit. 'Why did we write off that invoice? Who approved it?'

Every write-off, adjustment, and collection action logged with full context from day one. Audit-ready always.

Revenue protection

Finance finds out about a customer's problems after CS does. The collection call is already awkward.

Finance sees the same health signals as CS — in real time. Collections informed by the full customer picture.

Faster Cash Conversion
12%
Audit-Ready
100%
Saved per $10M ARR
$250K+
Rogue Write-Offs
0
Your dashboard

What you see every morning

Smart Collections Queue

Overdue invoices ranked by health and payment likelihood. AI drafts tone-appropriate messages. You approve before sending.

Revenue Leak Dashboard

Billed-not-delivered and delivered-not-billed gaps — surfaced in real time, not at reconciliation.

Cash Flow Intelligence

AI-weighted forecast using customer health, payment patterns, and engagement — not just invoice aging.

Write-Off Risk Panel

Accounts trending toward write-off flagged early with full context for informed decisions.

Dunning Governance

Every collection message reviewed and approved before sending. Tone matched to customer relationship and health.

Compliance Audit Trail

Every revenue decision logged — who proposed it, what data drove it, who approved it, when it executed.

Deep dives

Drill into what matters

Collections that make sense

Stop chasing invoices by aging alone. See which customers are healthy (and will pay) versus which are at risk (and need a different approach).

Revenue protection from day one

When billing and delivery are connected, you catch gaps immediately — before they become write-offs or audit findings.

Cash flow forecasts from real signals

AI-weighted projections that account for customer health and payment history — not just what the spreadsheet says.

AI thinks. You approve.

Every dunning message and write-off requires your approval. AI recommends — you control what goes out.

Connects with

QuickBooksNetSuiteSageStripeSalesforceHubSpotZendesk

KPIs tracked

Days Sales OutstandingBad Debt RateCash Forecast AccuracyCollection Efficiency

See your executive view live

Book a walkthrough with your actual tools connected.

Ready to bring truth and context into one workspace?

Spine InnovLabs builds SpineWorkspace — where people and AI work from truth and context together. Source systems stay authoritative.