Order-to-Cash consulting for growing UK businesses
Fix Order-to-Cash before you buy a new ERP.
Most cash problems start long before collections: in quoting, contracts, billing and the handoff from CRM to ERP. We find where cash gets stuck and fix it with the people and systems you already have.
20+ years delivering finance and system change · Salesforce & NetSuite experience · Fixed-fee diagnostic
The short answer
What is Order-to-Cash consulting?
Order-to-Cash (O2C) consulting fixes the end-to-end process from a customer's order to cash in the bank: quoting, contracts, billing, collections and cash application. Greenshoots reviews how that process runs across your people, Salesforce and NetSuite, removes the bottlenecks and puts clear ownership in place, so you get paid faster with fewer disputes.
Sound familiar?
Signs your Order-to-Cash needs fixing
If two or more of these ring true, the problem is the process, not your team.
Debtor days keep creeping up
Cash arrives later each quarter, even though sales are growing.
Invoices get disputed or reissued
Wrong prices, wrong customers or missing PO numbers send invoices back.
Salesforce and NetSuite disagree
Deals, prices and customers don't flow cleanly from CRM to ERP.
Cash application is manual
Someone matches payments to invoices by hand in a spreadsheet.
Revenue is quietly leaking
Missed renewals, unbilled usage and discounts nobody approved.
Month-end means chasing
Finance spends the close reconciling billing instead of analysing it.
What we look at
The whole chain, not just collections
Late cash is usually caused upstream. We review every step and the handoffs between them.
- 01
Quote
Pricing, discounts and approvals.
- 02
Contract
Terms that billing can actually follow.
- 03
Order
Clean handoff from Salesforce to NetSuite.
- 04
Invoice
Accurate, on time, first time.
- 05
Collect
Disputes, credit control and dunning.
- 06
Cash application
Payments matched without spreadsheets.
- 07
Controls and reporting
Audit-ready controls and KPIs you can trust.
Thinking about a new ERP?
Do you need a new ERP, or a better process?
Often the process is the problem, not the system. A new ERP built on a broken Order-to-Cash process carries the same problems across, at a much higher cost. Fixing the process first either solves the problem or gives you a far clearer brief if you do replace the system.
Fix first
- Map how orders really become cash today
- Fix data, handoffs and ownership
- Get more from Salesforce and NetSuite as they are
Then decide
- Know which gaps a system genuinely has to fill
- Build the business case on facts, not frustration
- Choose and implement with a clean process to move
How we work
Fix today, transform tomorrow
Every stage pays for itself, so you move at the pace that suits your business.
Start here
1. Diagnose
The Finance Health Check: a fixed-fee review of your Order-to-Cash process, systems, data and controls, with quick wins ranked by cost, risk and benefit. Typically 3 weeks, for a fixed fee agreed up front.
2. Fix
Hands-on delivery alongside your team to resolve the issues costing you cash today.
3. Optimise
Make billing, collections and cash application run faster and with less manual effort.
4. Transform
When you're ready, the roadmap and business case for bigger system change.
What changes
Faster cash, and a team with time to think
Lower debtor days
Cash in sooner, without chasing harder.
Fewer disputes
Right invoice, first time.
Less leakage
Renewals and usage billed in full.
Audit-ready
Controls that stand up to scrutiny.
An upskilled team
More insight, less firefighting.
Questions
Order-to-Cash FAQs
How can we reduce debtor days?
Start upstream. Most late payment comes from invoices that are late, wrong or disputed, often because pricing and customer data don't flow cleanly from CRM to ERP. Fixing billing accuracy and handoffs usually cuts debtor days faster than chasing harder.
Do we need a new ERP to fix Order-to-Cash?
Usually not first. Most Order-to-Cash problems sit in the process, data and handoffs, and can be fixed in the systems you already have. If a new ERP is still needed, a fixed process makes it cheaper and less risky to implement.
Why don't Salesforce and NetSuite match?
Customers, products and pricing are often set up differently in each system, and the integration copies the mismatch. We review the set-up and data flows, fix the root causes and agree who owns each piece of data.
How long does an Order-to-Cash review take?
Our Finance Health Check typically takes 3 weeks, for a fixed fee agreed up front. You get a clear report of what's working, what isn't and the quick wins, ranked by cost, risk and benefit.
Who do you work with?
CFOs, Finance Directors and Heads of Finance Operations in growing, scale-up and private-equity-backed businesses across the UK, working on site and remotely.
Ready to get paid faster?
Book a free 30-minute discovery call. We'll talk through your Order-to-Cash challenges and suggest practical next steps, with no obligation.