- Order-to-cash
- Receivables and collections
- Collect overdue receivables
Overdue invoice identified to cash applied or dispute resolved. Snapshot 2026-07-15.
AI oversight: Person signs off
- Flow15 of 25 points10 to gain
- Productivity11 of 20 points9 to gain
- Quality12 of 20 points8 to gain
- Control14 of 25 points11 to gain
- Business outcome5 of 10 points5 to gain
AI oversight (separate from the score)
Reviewed
Workflow score and AI level
AI adoption score
40 / 100
Quadrant: Strong workflow, room for AI. Volume-weighted step levels (0 to 4) scaled to 100; not part of the workflow score.
Each step's AI adoption level for this company. Levels above 1 count only when the step's governance gate passes.
- 0
- Manual
- 1
- Rules-based automation
- 2
- Agent-assisted, human decides
- 3
- Agents perform, human reviews
- 4
- Agentic, within tested controls
- 1
Identify overdue invoices
Level 2 of 4: Agent-assisted, human decidesVolume weight 20Gate passed - 2
Prioritize accounts for outreach
What's involved (1)
- Score accounts by balance and risk
Level 1 of 4: Rules-based automationVolume weight 15Gate passed - 3
Contact customer
What's involved (2)
- Draft reminder message
- Log promise to pay
Level 2 of 4: Agent-assisted, human decidesVolume weight 25Gate passed - 4
Log and resolve disputes
What's involved (1)
- Classify dispute reason
Level 1 of 4: Rules-based automationVolume weight 15Gate passed - 5
Apply received cash
What's involved (1)
- Match remittance to open items
Level 2 of 4: Agent-assisted, human decidesVolume weight 20Gate passed - 6
Escalate or refer for write-off review
Level 0 of 4: ManualVolume weight 5Gate passed
Each built area shows the points its assessed workflow earns on each dimension, out of that dimension's weight. Six areas are coming soon and show no number.
| Area | Flow | Productivity | Quality | Control | Business outcome |
|---|---|---|---|---|---|
| Procure-to-payvia Process supplier invoice | 18 of 25 points | 14 of 20 points | 14 of 20 points | 17 of 25 points | 7 of 10 points |
| Order-to-cashvia Collect overdue receivables | 15 of 25 points | 11 of 20 points | 12 of 20 points | 14 of 25 points | 5 of 10 points |
| Revenue recognition | Coming soon | ||||
| Record-to-reportvia Close the month | 11 of 25 points | 9 of 20 points | 10 of 20 points | 13 of 25 points | 4 of 10 points |
| Plan-to-perform | Coming soon | ||||
| Treasury and capital | Coming soon | ||||
| Tax | Coming soon | ||||
| Payroll and employee expenses | Coming soon | ||||
| Controls, risk and assurance | Coming soon | ||||
| Finance systems, data and operating model | Coming soon | ||||
| Governance | Coming soon | ||||
LowHigh (bands of 20 on the 0-100 dimension score). Tiles show points earned out of each dimension weight; per workflow, with no company-wide score.
AR collections: milestones and workflow score history.
Workflow mapped
Done. 2026-03-20
Baseline measured
Done. 2026-04-15
Controls verified
Done. 2026-07-15
Improvement tested
Done. 2026-07-15
Result sustained
Pending. Pending