Record-to-report
Slow close
Books stay open while everyone waits on sign-off.
Watch: days to close
Map close tasks by owner and find the slowest handoff.
Impact high · Ease low
Library · By problem
Start with last month's problem
Pick one. Each has a number to watch and a next step.
Order-to-cash
Overdue receivables
Invoices age past terms and the cash arrives late.
Watch: days from overdue to cash applied
Check aged invoices for open disputes and unapplied cash.
Impact high · Ease medium
Procure-to-pay
Invoice rework
Invoices get touched again and again before they post.
Watch: first-pass match rate
Pull rejected invoices and tally the most common mismatch.
Impact medium · Ease medium
Procure-to-pay
Audit-evidence gaps
Approvals happen, but the proof is hard to find.
Watch: invoices with full approval evidence
Check approvals for evidence and hold actions that lack it.
Impact high · Ease high
Pick a problem, get the playbook
Choose the closest match. We show the use cases that fit.