Core Diagnostic (2–3 weeks)

Best for: Rapid clarity before vendor conversations or internal planning.

You Get

Current-state snapshot (systems, cash visibility, key processes)
Maturity scorecard + top 10 gaps (risk/value prioritized)
90-day quick wins plan
Short executive summary deck

A short story about us

Use this space to introduce yourself or your business to site visitors. Share who you are, what you do, and the purpose of this website.

Ideal timeline: 2–3 weeks

Engagement style: Fixed scope, fixed fee

Feel free to include your background, experiences, and any unique aspects that set your business apart. Highlight your mission, values, and the benefits your customers can expect.

Decision Readiness Diagnostic (Most Popular) (3–5 weeks)

Best for: ERP/TMS/bank connectivity decisions in the next 3–12 months.

Full Treasury Systems Diagnostic (4–6+ weeks)

Best for: Complex environments (multi-entity, multi-bank, multiple ERPs, high controls requirements).