AUDIT SUMMARY

Understand where the workflow breaks,
where humans keep it running,
and where AI can safely help.

AR / cash application — Unapplied cash, remittance gaps, collection escalations.

OVERALL READINESS

TOP FRICTION

Unapplied cash accumulation

Payments arrive without remittance detail — manual matching consumes analyst time daily.

MOST FRAGILE AREA

Collections escalation path

No defined escalation trigger — collectors make ad hoc decisions on when to escalate.

FASTEST SAFE WIN

Remittance capture automation

Structured remittance requests at payment stage reduce unapplied cash volume significantly.