Lead-to-Cash
Automate the path from closed deal to collected revenue — with discipline, visibility, and control.
See How It WorksRevenue Breaks Down After the Sale
Many businesses close deals efficiently — then lose momentum. Quotes stall, invoices go out late, follow-ups are inconsistent, and accounts receivable becomes a guessing game.
Lead-to-Cash restores structure from agreement to payment.
What This System Does
- •Generates quotes and invoices automatically
- •Delivers invoices through defined channels
- •Tracks payment status and aging
- •Sends structured follow-ups and reminders
- •Flags exceptions and overdue accounts
- •Maintains a complete financial activity trail
Built Around Accounting as the Source of Truth
Lead-to-Cash is designed to work with your accounting system — not around it.
Behind the scenes:
- •Workflow logic orchestrates quote-to-invoice transitions
- •Payment states are monitored continuously
- •Reminder cadence follows defined rules
- •Exceptions trigger alerts instead of silent delays
Workflow orchestration is handled via n8n, allowing financial processes to remain consistent without manual intervention.
Why It Matters
- •Faster cash collection
- •Reduced manual invoicing errors
- •Clear visibility into accounts receivable
- •Predictable financial operations
Who It’s For
- •Service businesses
- •Project-based firms
- •Operators managing recurring or milestone billing
- •Teams that need cash discipline without micromanagement
Financial Discipline — With Optional Intelligence
Lead-to-Cash can operate as a standalone automation layer tied directly to your accounting platform.
When governed by Mentis, the system gains:
- •Cross-client financial context
- •Policy enforcement around billing behavior
- •Historical pattern analysis
- •Operational intelligence layered on top of cash flow
Integrations
- •Accounting platforms (e.g., QuickBooks)
- •Payment processors
- •Email and messaging systems
- •Internal reporting tools