Credit control advisory for NZ businesses
You did the work. You sent the invoice. You shouldn’t spend your evenings drafting awkward reminders to customers you can’t afford to upset. Late payment is a process problem-and we fix the process.
Credit control advisory to get you paid faster, backed by automation advisory and accounting services.
Diagnostic-first credit control for businesses invoicing on B2B terms-fixed fees, scope in writing, and no obligation to buy tooling.
We work alongside leadership and delivery teams to map high-impact automations, teach the tools, provision the licences, and keep finance systems aligned. Tap into our automation advisory and accounting services to move faster with confidence.
Innovation requires more than just new tools; it requires a bridge between vision and execution. We ensure that your technological leaps don't leave your operational reality behind. By harmonising your financial strategy with your team's capabilities, we create a sustainable path for growth that scales with you, not against you.
Share where your business is heading and we’ll co-design the automation journey-training your people, and making sure licensing and core systems keep pace. – Erica, Co-Founder, MBA
Ready to move from curiosity to capability? Book a no-obligation discovery call and we'll outline the first 60–90 day sprint across training, advisory, and support.
Start the conversation
Late payment is a process problem, and we fix the process. We diagnose where your cash is stuck-DSO trend, debtor concentration, invoice timing-and tell you what a week of faster payment is worth to your business.
Then we install what your ledger says you need: credit policy, vetting, credit limits, an escalation ladder in writing, and automated follow-up that goes out on schedule-not when someone remembers.
Everything is fixed-fee with the scope written down, starting with a one-week AR Health Check.
Need Copilot to do more than summarise emails? We identify multi-step processes that can be delegated to Copilot agents + Power Platform flows.
Engagements cover prompt libraries, data readiness, platform selection, and change management so your teams trust what the agent is doing.
Clean books make everything else possible. We handle monthly bookkeeping, reconciliations, GST, and payroll across Xero and QuickBooks so your numbers stay current and trustworthy.
Management reporting, forecasting, and vCFO support turn those numbers into decisions—including spotting receivables trouble before it becomes a cash crisis.
Our first product is a diagnostic. It stands alone, it produces numbers most owners don’t have, and it tells you whether anything else is worth buying. Every engagement is a fixed fee agreed up front, with the deliverables numbered in the engagement letter - no hourly billing, no open-ended commitments.
See how the two products work together →
A read-only Xero diagnostic: a 6–10 page report plus a 60-minute walkthrough.
Policy, process, tooling, and training - installed, not advised.
One partner to diagnose your receivables, fix the process, and run the systems behind it:
Certifications, partners and memberships
