How to Avoid Order-to-Cash Mistakes

Join Maxio, the only billing and FinOps platform purpose-built for B2B SaaS, and Finvisor, the accounting, payroll, and CFO team, to learn about common order-to-cash mistakes and how to avoid them.

Originally aired: May 22, 2024

Featuring: Noah Hopton, Andrea Wunderlich

Is your order-to-cash process fragmented?

Then this webinar is for you.

With a combined 25 years of experience in catering to the back office needs of SMB B2B companies, Maxio and Finvisor are your trusted partners in order-to-cash success.

Watch this webinar to get:

  • Advice from industry expert and CEO of Finvisor Noah Hopton
  • A short demo of how Maxio automates the order-to-cash process
  • An order-to-cash SOP document you can start using today

Ready to level up your order-to-cash process?

What is order-to-cash and why does it matter?

Order-to-cash refers to the process of creating sales orders, processing them, billing customers, and collecting payments.

For B2B SaaS companies, it’s the lifeblood of not just the finance and accounting function, but business operations as a whole.

Most companies have some sort of infrastructure in place to support the order-to-cash process, but few have mastered it completely.

Order-to-cash mistakes lead to:

  • Revenue leakage
  • Loss of investor/board confidence
  • Failed M&A + valuation haircuts
  • Failed financial audits

Signs of a fragmented order-to-cash process include:

Heavy dependence on Excel

Missed invoices

Inaccurate invoices

Long Days Sales Outstanding or “DSO”

Speakers

Noah Hopton
CEO, Finvisor
LinkedIn
Andrea Wunderlich
Director, Product Marketing, Maxio
LinkedIn
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