What we do

Finance

Sales and finance look at different numbers and talk to the same customer without knowing it. That costs money and relationships.

Chasing overdue payments

NowFinance sends standard reminders, sales knows nothing, and the rep only hears about it when the customer is angry.

ThenArrears flagged, reminder in the right tone on behalf of the right person, and escalation to a human when there is no response. Sales sees in the CRM what is going on.

What it deliversLess written off. And the rep is no longer the last to know.

One revenue number

NowThe CRM says one thing, billing says another. Someone lays them side by side every Monday, and they still do not match.

ThenBilling leads, CRM follows, automatically. Discrepancies are flagged before they end up in a report.

What it deliversOne number everyone agrees on. And half a day a week back.

Won is not paid

NowA deal is marked won, the bonus is calculated, and three months later it turns out the customer never started.

ThenDeal, invoice and payment linked. Won only becomes won once it is paid, and everyone can see which stage a customer is in.

What it deliversA pipeline the bank believes too.

Tools we typically use here

Stripe Moneybird Exact Chargebee

HubSpot Slack

Anthropic Claude

Strategy call

Half an hour, and you know where the hours go.

No preparation, no cost. We talk about how the work runs today, and within a week you get a report on what there is to win in time, revenue and hires you no longer need. Whether anything gets built afterwards is up to you.

Plan a strategy call

Prefer email first? wichardboon@gmail.com