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Operator-built templates, dashboards, AI workflows and playbooks across every O2C function.

AI
O2C

25 AI Prompts for Accounts Receivable

A ready-to-use prompt library for collections, disputes, cash application, credit, and AR reporting — works with ChatGPT, Sintra, and Claude.

A$29one-time
AI
O2C

Stage 5: AI Transformation Roadmap

The complete 90-day operator playbook to modernize your O2C function with AI.

$297one-time
Dashboards
O2C

O2C KPI Dashboard Template

20 essential O2C metrics in a board-ready dashboard you can deploy in a day.

$47one-time
Dashboards
O2C

O2C DSO & Working Capital Financial Model

8-sheet financial model: DSO, working capital release, CEI, disputes, and a 5-year ROI business case.

$97one-time
Credit
O2C

Credit Review Workflow

End-to-end credit review SOP with scoring matrix and approval routing.

$27one-time
Disputes
O2C

Dispute Resolution Playbook

Root-cause framework, SLA model, and recovery scripts that cut dispute cycle time in half.

$47one-time
Collections
O2C

Collections Prioritization AI Workflow

AI prompt + workflow to rank accounts by risk-weighted recovery value daily.

$27one-time
Templates
O2C

Data Quality Sprint Toolkit

Five-day sprint plan to clean your AR master data and prep for AI.

$27one-time
Cash App
O2C

Cash App Exception Log

Tracker + analysis template for unapplied cash and matching exceptions.

$19one-time
Governance
O2C

AI Governance Checklist

Controls, approval gates, and audit trails for finance-grade AI workflows.

$19one-time
Governance
O2C

O2C Post-Implementation Checklist

250+ item post go-live audit across 10 O2C categories — built by LS Financial Management Group.

$0one-time
Governance
O2C

O2C Pre-Implementation Checklist

250+ item pre go-live readiness checklist across 10 O2C categories — built by LS Financial Management Group.

A$149one-time
ERP Integration
O2C

ERP Integration Guide

Patterns for connecting AI workflows to Oracle, SAP, NetSuite, and Dynamics.

$47one-time