Start with a defined trigger
The finance team produces an approved receivables extract for the period under review.
Legacy accounting & operations
Sage Pro:
Sage Pro:
the workflow in practice.
Receivables exception review pack
FROM INPUT TO HANDOFFA clear job
Explore the architecture behind the pattern ↗
A clear job
for every step.
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Confirm the precise Sage Pro installation, customizations, export formats and support arrangements. Do not assume a modern cloud API is available.
Assemble the right context
Combine the extract with permitted invoice details, documented customer disputes and the team's collection policies. Preserve account numbers and extraction dates.
Perform the bounded task
Group balances that need attention, summarize known disputes and draft internal questions for the account owner.
Review before taking action
Finance verifies balances and dispute interpretation. Customer communication, credits and ledger adjustments require separate authorization.
Deliver and record the result
Return an approved review pack with source references and action owners. Keep any write-back outside the initial implementation scope.
Build an improvement loop
around real work.
Measure reconciliation discrepancies, preparation time, unsupported explanations and follow-up completion. A polished summary is useful only when its balances remain traceable.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.