Getting Startedtoolkit
Identify the 7 levers that reduce DSO and accelerate cash collection for B2B companies.
A practical toolkit for CFOs, Controllers, and AR Managers evaluating payment modernization. Includes a DSO diagnostic framework, portal adoption checklist, ACH migration playbook, fee savings opportunities, and collections automation options — all in one kit.
What's Inside
- DSO diagnostic framework: identify where cash is stuck in your AR cycle — invoice delivery gaps, payment friction, posting delays, and reconciliation bottlenecks
- Portal adoption checklist: the 12 capabilities your customer payment portal needs to drive meaningful self-service adoption and reduce CS call volume
- ACH migration playbook: step-by-step approach to shifting B2B customers from check and card to ACH — reducing fees and accelerating settlement
- Fee savings opportunity map: where Level 2/3 interchange optimization, gateway routing, and payment method steering create material annual savings
- Collections automation options: how automated dunning sequences, payment reminders, and escalation workflows reduce manual AR effort without damaging customer relationships
- ERP posting audit template: verify whether your current payment capture actually posts to the GL with invoice-level precision — or whether reconciliation gaps exist
Who It's For
CFOs, Controllers, and AR Managers at mid-market B2B companies ($10M–$500M revenue) evaluating payment modernization, AR automation, or portal investment. Particularly relevant for finance teams managing 500+ monthly invoices with manual collections processes.
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Want to go deeper? Book a Payments Blueprint call.
A 45\u201360 minute session with a PaymentHub architect. Walk away with a written implementation roadmap for your ERP and gateway stack.