How it works

We start with the process you already have.

No large transformation programme. No unnecessary system replacement. We first understand how the work moves today.

Talk About Your Current Process What Is Proposal-to-Cash?

Seven steps, in order

Each step has a clear output. Nothing is automated until the process is understood.

  1. Understand
  2. Identify friction
  3. Design
  4. Configure
  5. Test
  6. Go live
  7. Improve

The seven steps in detail

  1. Understand the current workflow

    We walk through how work moves today, with the people who do it.

    We review
    • Proposal or estimate process
    • Approval
    • Invoice creation
    • Payment terms
    • Follow up
    • Payment handling
    • Accounting handoff

  2. Identify friction

    We find where time is lost and where work depends on someone remembering.

    We look for
    • Delays
    • Duplicate work
    • Missing ownership
    • Inconsistent follow up
    • Disconnected tools
    • Manual status checks
    • Exception handling gaps

  3. Design the future workflow

    We agree the target process with you before anything is configured.

    We decide
    • What stays manual
    • What is automated
    • What triggers action
    • What needs escalation
    • What information becomes visible

  4. Configure AiranSuite

    We configure the repeatable parts of the agreed workflow in AiranSuite. We use standard configuration wherever it fits and only build something bespoke when the process genuinely needs it.

  5. Test the process

    We test normal transactions and exceptions before anything reaches a customer.

    Examples
    • Proposal accepted
    • Invoice generated
    • Reminder triggered
    • Payment received
    • Payment fails
    • Customer disputes invoice

  6. Go live

    We switch the workflow on and watch the first cycles closely. You get a clear handoff: who owns exceptions, who reviews status and how to reach us. Where you need ongoing help running the process, Airan can provide operational support.

  7. Improve as needed

    The process should change only when the business changes or evidence shows a real problem. Not for the sake of change.

Who does what

Your team

  • Explains how work moves today
  • Shares examples of proposals, invoices and follow ups
  • Agrees the future workflow and who owns exceptions
  • Confirms test results before go live

Airan

  • Maps the process and identifies friction
  • Designs the future workflow
  • Configures AiranSuite
  • Tests, launches and supports the process

Questions about getting started

Do we have to change our accounting system?

No. We start with the systems you already use. We only suggest a change if the current setup is the actual cause of the problem.

Is everything automated?

No. Routine, rules based steps are automated. Disputes, unusual payments and customer questions stay with people. Step 3 decides where that line sits for your business.

What if we are not sure what we need?

That is normal. Step 1 exists for this. You show us what happens today, and we tell you whether there is a meaningful problem to solve.

Show us how the work moves today. We will tell you what is worth changing.

No commitment and no pressure to buy software. If Airan is not the right fit, we will say so.

Talk About Your Current Process Explore Proposal-to-Cash