Proposal-to-Cash

Reduce the manual work between customer approval and collected cash.

The revenue process rarely breaks because of one major failure. It usually breaks across dozens of small handoffs.

  • Proposal approval
  • Invoice creation
  • Payment terms
  • Follow up
  • Customer questions
  • Payment
  • Accounting

Airan helps connect those steps so fewer activities depend on spreadsheets, inboxes and individual memory.

Review My Current Process See How It Works

Most businesses do not have an invoicing problem. They have a process problem.

  • Accurate, but lateAn invoice may be perfectly accurate and still go out too late.
  • Automated, but after the delayA reminder may be automated and still arrive after weeks of unnecessary delay.
  • Ready to pay, but blockedA customer may be ready to pay while an internal question is still sitting unresolved.

Proposal-to-Cash looks at the full process rather than one isolated activity.

Definition

What is Proposal-to-Cash?

Proposal-to-Cash is the operating process that begins when a customer receives or approves a commercial proposal and continues until payment is received and properly reflected in the financial records.

  1. Proposal
  2. Approval
  3. Invoice
  4. Follow up
  5. Payment
  6. Accounting
Where it breaks

Where unnecessary delays usually appear

  • Approval does not trigger action

    A proposal is approved, but invoicing still waits for someone to intervene.

  • Billing events are not clearly defined

    Milestones, recurring dates or completed work may not trigger invoices consistently.

  • Follow up is inconsistent

    Different customers get different levels of attention depending on who manages the account.

  • Exceptions disappear into email

    Disputes, questions and unusual situations are difficult to track.

  • Payment status is unclear

    Teams spend time checking invoices instead of working from a controlled process.

  • Accounting gets the problem last

    Payment activity reaches accounting eventually, often after manual cleanup.

How Airan helps

Fix the workflow instead of adding more reminders

  1. Invoice sooner

    Reduce delays between approval or a billing event and invoice creation.

  2. Follow up consistently

    Create repeatable follow up rules.

  3. Surface exceptions

    Bring unusual items to human attention.

  4. Make payment easier

    Provide clear payment paths and payment status visibility.

  5. Improve accounting handoffs

    Reduce unnecessary reconciliation and administrative cleanup.

Powered by AiranSuite

Technology where the work is repetitive

AiranSuite supports automation across the repeatable parts of Proposal-to-Cash.

Airan uses the platform as part of the broader operating solution, not as a substitute for process design or judgment.

How AiranSuite fits in
  1. Proposal approvedInvoice workflow begins
  2. Invoice sentFollow up cadence starts
  3. Payment receivedFollow up stops
  4. Exception occursHuman attention is triggered

Illustrative. Each client workflow is configured around its own process.

Outcomes

The result should be a more controlled revenue process

  • Invoices created sooner
  • Consistent payment follow up
  • Fewer missed steps
  • Clearer ownership
  • Better exception visibility
  • Less administrative chasing
  • Cleaner accounting handoffs
  • More predictable process
Who it is for

Best suited to B2B service businesses

Businesses that sell through proposals or estimates, bill across several steps, and spend time making sure customers pay.

See who we help

  • Professional services

  • IT services and MSPs

  • Consulting businesses

  • Contractors and specialty trades

  • Project based service organisations

  • Recurring service providers

Not every business needs a large implementation

Start with the part that is broken

  • Some need
    Invoice automation
  • Some need
    Stronger follow up
  • Some need
    Better visibility
  • Some need
    Broader operational support

Airan begins by understanding the current process rather than forcing every client into the same implementation. If the accounting behind it also needs help, see Accounting Operations.

Proposal-to-Cash questions

Is this the same as quote to cash?

It covers similar ground. Quote to cash is common in product and software sales. Proposal-to-Cash describes the same idea for service businesses, where work is sold through proposals or estimates and billed on approval, milestones or recurring dates.

Do I need to replace my accounting system?

No. The goal is not to replace systems unnecessarily. The right setup depends on your current process and the systems you already use.

Do I need to buy AiranSuite separately?

Not necessarily. AiranSuite is used as part of Airan's Proposal-to-Cash solution where appropriate. The mix of software, configuration and operational support depends on your current process.

What happens when a customer disputes an invoice?

A dispute is an exception, so it is routed to a person rather than handled by routine reminders. Who owns disputes and how they are resolved is agreed when the workflow is designed.

See where your current process is creating unnecessary work.

A short review of how proposals, invoices and payments move today is usually enough to see where the delays are.

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