Services
Clearline offers two productized system installs and one advisory engagement. Each is scoped, fixed-fee, and designed to leave a repeatable process in place.
Installed Systems
Productized engagements with defined scope, fixed fees, and a 30–45 day installation timeline. Each system targets a specific point in the credit-to-cash cycle and delivers a documented, repeatable workflow.
Credit Intake System
Standardize how new customers are evaluated before credit is extended.
Ask Yourself
“Do you know the credit risk of every customer you are currently carrying on your books?”
Typical Timeline
30–45 days
The Credit Intake System addresses the front end of the credit-to-cash cycle — the point where most bad receivables originate. Without a structured intake process, businesses extend credit based on intuition rather than documented evaluation, creating risk that compounds over time.
Goal
Prevent poor credit decisions before they impact receivables.
Key Components
Credit Application Workflow
A standardized application that captures the information needed to make a sound credit decision.
Trade Reference Verification
A structured process for contacting and evaluating trade references before credit is extended.
Business Credit Report Analysis
Integration of third-party credit data into the evaluation process.
Owner Background Checks
Structured review of ownership and public records for new commercial customers.
Risk Scoring Model
A weighted scoring framework that produces a structured credit recommendation.
Internal Credit Memo
Documentation of the credit decision and supporting rationale.
Risk-Tier-Based Credit Terms
Credit terms assigned based on risk classification rather than negotiation.
A/R Follow-Up System
Install a disciplined process for managing open invoices.
Ask Yourself
“If a customer is 45 days past due, does your team have a documented process for what happens next — or does it depend on who notices first?”
Typical Timeline
30–45 days
The Accounts Receivable Follow-Up System addresses the middle of the credit-to-cash cycle — the point where most cash-flow problems become visible. Inconsistent follow-up is the primary driver of extended payment cycles and unnecessary write-offs.
Goal
Replace reactive collections with consistent, professional follow-through.
Key Components
Aging Bucket Prioritization
A structured approach to prioritizing follow-up based on invoice age and risk tier.
Scenario-Based Message Templates
Professional communication templates for each stage of the follow-up process.
Human-Approved Communication Drafts
All outbound communication reviewed and approved by staff before sending.
Contact Logging
Documented record of all follow-up activity for management visibility.
Management Visibility Dashboards
Reporting structures that give leadership a clear picture of A/R status and follow-up activity.
Escalation Procedures
Defined triggers and workflows for escalating delinquent accounts.
Advisory Engagement
A broader, custom engagement for organizations where the problem spans the entire credit-to-cash cycle. Scope, timeline, and investment are determined after a diagnostic review. This is not a productized install — it is a structured advisory relationship.
Credit-to-Cash Process Consulting
A complete operational framework for organizations with persistent receivable problems across the full credit-to-cash cycle.
Ask Yourself
“If your receivables problem has persisted through multiple attempts to fix it, is the issue your people — or your process?”
Typical Timeline
45+ days
For organizations experiencing persistent receivable problems across the entire credit-to-cash cycle, Clearline installs a complete operational framework. This engagement combines the Credit Intake System and A/R Follow-Up System with broader process work covering credit policy, approval workflows, and management reporting.
What's Included
- Everything in the Credit Intake System
- Everything in the A/R Follow-Up System
- Credit Policy Documentation
- Credit Approval Workflows with defined authority levels
- Management Visibility Dashboards for ongoing oversight
- Recovery Strategy for significantly delinquent accounts
Goal
A complete, documented credit-to-cash operational framework.
Key Components
Credit Policy Documentation
A written policy that governs all credit decisions and defines the firm's risk tolerance.
Credit Approval Workflows
Structured approval processes with defined authority levels and documentation requirements.
Receivable Follow-Up Systems
Complete A/R follow-up workflow installation across all aging buckets.
Escalation Procedures
Defined triggers and workflows for delinquent account management.
Management Visibility Dashboards
Reporting structures for ongoing oversight of credit and receivable performance.
Recovery Strategy
Structured approaches for recovering significantly delinquent accounts.
Advisory engagements begin with a Credit & Cash-Flow Audit. Scope and investment are determined after the diagnostic is complete — not before.
Start with an AuditDelivery Standards
To maintain quality and repeatability, Clearline enforces strict engagement boundaries. These guardrails allow services to become standardized and scalable.
One Workflow Per Engagement
Each engagement focuses on one workflow to ensure quality and repeatability.
One Entity Per Project
Engagements are scoped to a single legal entity or operating division.
No Mid-Project Scope Expansion
Guardrails that allow services to become standardized and scalable.
Fixed-Fee Pricing
All engagements are priced on a fixed-fee basis — no hourly billing surprises.
Not sure which service fits your situation?
Start with a Credit & Cash-Flow Audit. We'll identify the right entry point.