Intelligent Financial Operations

Accelerate Your Revenue Cycle

Achieve seamless automation from Quote to Order to Invoice. Break down departmental data silos, significantly reduce DSO (Days Sales Outstanding), and improve cash flow forecasting.

See How It Works

Hidden Bottlenecks in Revenue Processes

Fragmented workflows are slowing down your cash conversion efficiency

High Administrative Costs

Manual preparation of quotes and invoices is time-consuming and prone to human error, leading to subsequent payment disputes and correction costs.

Cross-System Data Silos

Lack of connectivity between Sales (CRM), Operations, and Finance systems results in duplicate data entry and lagging information flow.

Low Cash Flow Visibility

Management lacks real-time visibility into order status and expected collection progress, making precise cash flow forecasting difficult.

Extended DSO

Billing delays and lack of systematic collection processes directly lengthen the cash conversion cycle, affecting working capital.

End-to-End Automated Workflow

Connecting every key node of the Quote-to-Cash process

1

Intelligent Quoting (Quote)

Generate professional quotes with one click. Upon client confirmation, the system automatically converts it into a formal Sales Order without re-entry.

2

Order Fulfillment (Order)

Order confirmation instantly triggers downstream processes, syncing with inventory or service departments and preparing billing data.

3

Automated Invoicing (Invoice)

System automatically generates and sends invoices based on order terms. Supports embedded online payment links for immediate settlement.

4

Collection & Reconciliation (Collect)

Automatically track payment status and send due reminders. Upon receipt, perform automated reconciliation to update financial records.

Drive Business Growth

Build healthier cash flow with faster turnover speeds

40%

Shorter Cash Conversion Cycle

Significantly reduce the time gap from quote to actual collection (DSO).

100%

Eliminate Billing Errors

Eradicate invoice amount or term errors caused by data transfer, reducing disputes.

Real-time

Real-time Financial Insights

Live dashboards to monitor every transaction status and precisely forecast cash flow.

FAQ & System Integration

Yes. We provide seamless integration with major platforms (Salesforce, HubSpot, Microsoft Dynamics, Zoho) to ensure real-time synchronization of sales and financial data.
Designed for international trade, the system fully supports HKD, USD, RMB, and other currencies, connecting to real-time exchange rates to automatically calculate P&L.
Yes, it features rigorous internal controls. You can set quote discount caps and approval workflows, allowing managers to approve via mobile app anytime.

Optimize Your Revenue Cycle Management

Book a consultation to see how connected automation helps you accelerate cash recovery.

30-Min Free Consultation • No Commitment