VERTPATHOrder-to-Cash Transformation & Managed ServicesStart a conversation

The financial operation between sale and cash

Revenue is not cash.
O2C is the path between them.

VERTPATH helps finance leaders find where revenue slows on its way to cash, correct the operating causes and build the discipline to sustain performance.

Examine your O2C performance See our approach

01What is slowing cash?

02Who owns the cause?

03What is worth fixing first?

CUSTOMER ORDERThe commercial commitment

ORDER-TO-CASH FLOW →

CASHThe financial outcome
01

Credit & Risk

Set exposure · protect growth

02

Billing

Create accurate · collectible AR

03

Collections

Prioritize · engage · commit

04

Cash Application

Match · post · make visible

↺Disputes & DeductionsFriction identified, owned and resolved between Billing and Collections
ACROSS THE FULL CYCLEGovernance & AnalyticsAccountability · controls · performance visibility
01 Read the operation

An aging report shows where cash is trapped.
It does not explain why.

Performance improves when finance connects the visible symptom to the operating cause, a clear owner and a time-bound action.

Visible signalDecision-ready view
Past-due AR

Cause · owner · probability · timing

Unapplied cash

Source · match logic · resolution path

Disputes

Root cause · operational owner · prevention

02 Start with facts

VERTPATH O2C
Performance Assessment

A focused 2–3 week review of process, data and the operating model—without system integration. It gives finance leaders a fact base for deciding what should change first.

Focused scopeExecutive-readyActionable in 90 days
Discuss the Assessment

WHAT LEADERS RECEIVE

  1. 01

    KPI baseline

    A reliable starting point for the measures that shape cash performance.

  2. 02

    Opportunity map

    The process, ownership and execution gaps with the greatest financial relevance.

  3. 03

    Financial impact

    A quantified view of the working-capital and operating-value opportunity.

  4. 04

    90-day roadmap

    Priorities, owners, timing and measures for the first cycle of improvement.

03 Build the path

OUR OPERATING MODEL

Assess → Transform → Operate

One path, three distinct mandates. Each phase must create the evidence and value required to earn the next.

01Assess

Find the constraint.

Establish the baseline, isolate root causes and quantify what is worth changing.

02Transform

Change the system.

Redesign process, ownership, controls and enabling technology around the financial result.

03Operate

Hold the gain.

Run selected O2C processes with clear accountability, governance and continuous improvement.

04 Work across the cycle

Specialized by discipline.
Accountable to cash.

VERTPATH combines O2C transformation with managed operations delivered from Medellín. We take accountability for how selected processes run—the workflows, controls, governance and performance—so clients gain a stronger operation, not additional headcount to manage.

DisciplineOperating mandateManagement lens

01Billing

Earn the right to collect

Invoice accuracy · billing timeliness · exception resolution

02Cash application

Make cash visible

Payment matching · unapplied cash · posting accuracy

03Credit

Balance growth and exposure

Credit policy · customer exposure · decision consistency

04Collections

Direct effort to value

Portfolio prioritization · promises to pay · follow-through

05Disputes

Remove recurring friction

Root causes · ownership · recurrence prevention

06O2C governance

Turn data into action

KPI baseline · review cadence · accountable owners

05 Measure what matters

Better processes must create a better financial result.

CASH

DSO · past-due AR
cash visibility

CONTROL

Ownership · governance
predictable execution

PRODUCTIVITY

Capacity · cycle time
cost to operate

CUSTOMER

Billing accuracy · disputes
response quality

DELIVERY BASE

Founder-led from Medellín, Colombia. Built to serve finance operations with specialized O2C expertise, disciplined delivery and nearshore proximity.

Julian S. Velez, Founder and CEO of VERTPATH
Julian S. VelezFounder & CEO · Medellín, Colombia
06 Founder-led

OPERATING EXPERIENCE, NOT THEORY

Built by an O2C operator.

Julian founded VERTPATH after more than 10 years leading and improving Order-to-Cash, Credit Risk and Collections operations across the United States and Latin America.

His experience spans cash performance, process redesign, technology implementation, credit and collections strategy, and team leadership.

10+ yearsO2C, Credit & Collections
$100M+Portfolio managed
68%Past-due reduction in a prior operating role
PROFESSIONAL EXPERIENCE INCLUDES
SanofiAccentureStanley Black & Decker
These organizations represent Julian's professional experience and are not VERTPATH clients.
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A BETTER PATH FROM REVENUE TO CASH

Find the constraint.
Move the cash.

Let's examine where O2C performance can create measurable financial value.

Start an O2C conversation [email protected]