What we fix

Choose the payment-truth problem to fix first.

Start with the payment, proof, settlement, or ownership problem already delaying cash, stretching receivables, or slowing month-end close. Automation and AI come later.

Start the intake Review proof

Start pointOne real payment or workflow case, not a broad rebuild.

First-review outputsSummary, payment path picture, checklist, and open-case queue.

Trust postureNo invented ROI. No fake logos. Private records stay out of the first step.

Common finance and cash-flow problems

Choose the problem you need to fix first.

If you are dealing with missing proof of payment, bank reconciliation problems, late collections, revenue leakage, order to cash process breaks, or approval workflow delays, start with the closest match below.

Common problem

Payments landed. Proof of payment did not.

Money moved, but the evidence to confirm it is still scattered across screenshots, remittance files, and inboxes.

Typical signal 84% first-pass accepted

See the payment reconciliation page →

After the first fix

Automation and AI come after the process is fixed.

Once payment reconciliation, collections, order to cash process, or approval workflow problems are clearer, then you can decide whether you need workflow automation, AI, or a deeper finance process improvement pass.

Next layer

Workflow automation

Use this after the process is clear and the next win is removing repeat admin work from finance or approval teams.

Open workflow automation

Next layer

AI governance and AI support

Use this after the process is stable enough for AI, human review, and approval rules to sit inside a real workflow.

Open AI governance

Next layer

Playbooks

Use this if you want plain-English examples before the call instead of more brochure language.

Open playbooks

Still not sure?

Bring the problem that is delaying cash, close, or approvals.

If several issues are mixed together, SwiftCheckup will sort the first problem to fix before the work sprawls.