Forecast your financial risk before the sales order is booked. We bridge your live pipeline data with historical finance patterns to predict which customer opportunities will become your next 90-day late payment—or worse.
How a $4B Tax Services Firm Solved a 60% Visibility Gap
The Challenge: A $4B tax services enterprise had zero visibility into the quality of 60% of their receivables, leading to massive forecast misses.
The Solution: We deployed our risk models to analyze the full lifecycle of the customer—from the first marketing touchpoint to the final invoice payment.
The Capabilities Unlocked:
Predictive Risk
Identified which future clients were high-risk before signing.
Payment Velocity
Predicted not just if they would pay, but when.
Root Cause Discovery
Uncovered hidden drivers of bad debt.
Example: We found that clients acquired through Facebook & Instagram campaigns generated 10x more bad debt than clients acquired through talk radio ads, allowing the firm to cut toxic ad spend.
The Revenue vs. Risk Conflict
Your Sales team is paid to close. Your Finance team is paid to collect. The disconnect between them is costing you millions.
1. The Blind Spot
Sales chases high-value deals with high-risk customers because they lack visibility into payment history. The CRM shows "Opportunity Value," but masks the financial reality hiding in your ERP.
2. The Drain
Every year, 5-12% of your receivables become past due, leading to working capital drag and missed forecasts. This isn't a billing problem—it's a qualification problem that starts in the pipeline.
3. The Friction
Deals get blocked after they close because Finance steps in too late. This creates endless finger-pointing. Both teams are doing their jobs—they just lack a shared truth.
The Cost of Guesswork
One bad payer, one large default, or one month of forecast chaos costs you 5x to 25x more than knowing the truth upfront. Avoidable risk is revenue you are choosing to leave on the table.
Net30AI Doesn't Just Analyze Data—We Protect Revenue
The Net30AI Risk Engine bridges the gap between Sales velocity and Financial security.
1
Unified Data Ingestion
We securely ingest the two data sources that rarely communicate: your live Sales Pipeline (CRM) and your historical Payment Behavior (ERP).
2
Proprietary Risk Scoring
We move beyond buzzwords. Our models analyze signals that human analysts miss, such as lead source risk, deal velocity anomalies, and last-minute deal structural changes that correlate with future payment delays.
3
Actionable Intelligence
The output isn't just a score—it's a strategic roadmap. Finance gets a forecast correction based on reality. Sales gets clear guidance on which deals require stricter terms or executive review.
Big 4 Depth. Startup Speed.
Stop relying on manual Excel spot-checks. Get 100% algorithmic coverage for a fraction of the cost.
The AR Visibility Audit
Price: $10,000 | Fixed Scope
We deliver the actionable insights your existing ERP and CRM systems cannot provide alone. This fixed-scope engagement is designed for immediate, executive-level decision-making.
📊 The Predictive Risk Score
A live risk calculation for every account in your pipeline, using historical behavior to predict future payment reliability.
🎯 Pipeline Risk Stratification
We segment your pipeline into clear risk categories. Instead of a binary "don't chase," we identify which accounts require pre-paid terms, which need executive sign-off, and which should be fast-tracked. This maximizes revenue while minimizing exposure.
📉 Cash Flow Forecast Correction
A 60-day prediction of what is likely to slip past 60+ or 90+ days, giving the CFO the unvarnished truth for board reporting.
🩺 Data Diagnostic Report
A comprehensive health check on your ERP and CRM data. We identify specific gaps, inconsistencies, and quality issues that are currently blinding you to revenue risk.
Your Data, Your Control
We operate on a Zero-Retention architecture. We analyze risk patterns, deliver the audit, and purge the data. We offer two engagement models to match your security compliance needs:
Option A: Secure Isolation (Standard)
We provide a dedicated, encrypted AWS S3 upload portal. Data is ingested, analyzed, and purged immediately upon delivery of the Audit Report.
Option B: Client-Side Execution (Strict Security)
For highly regulated environments, we can configure the risk engine to run locally within your environment. We perform the analysis on your infrastructure to ensure raw data never leaves your control.
The No-Surprise Guarantee
Fixed Pricing: All-inclusive. No hourly billing, no scope creep, no hidden fees.
Security First: Your data is processed in a dedicated environment. We practice data minimization—we ingest only the business details necessary for identity verification and risk modeling, never unnecessary personal employee data.
What We Need From You
We handle the complexity. You provide the raw data.
We don't need perfect schemas or complex custom queries. We just need read-only exports of the data you already have.
ERP Export: A standard dump of historical invoice and payment data.
CRM Export: A standard dump of opportunity history and pipeline stages.
Entity Details: Sufficient business information to perform external due diligence checks.
Supported Stacks: We are optimized for common mid-market environments, including Sage Intacct, NetSuite, HubSpot, and Salesforce.
From Audit to Ongoing Protection
Phase 1: The Audit ($10,000)
A one-time, deep-dive forensic analysis of your current pipeline risk and data health. You leave with immediate savings, a cleaner forecast, and a diagnostic of your data problems.
Phase 2: Continuous Monitoring (SaaS)
The audit provides a snapshot; the platform provides a movie.
Real-Time Alerts: As deals move through stages, our model re-evaluates risk instantly.
Dynamic Forecasting: Your cash flow predictions update automatically as the pipeline changes, not just at month-end.
Ready to Convert Risk into Predictability?
Book Your $10K AR Visibility Audit Today
Most audits uncover $50K–$250K in avoidable risk within the first 30 days. Give your CFO the forecast confidence they need and your Sales team the clarity they deserve. Stop guessing. Start knowing.
Questions? Contact Net30AI to discuss how the Net30AI Risk Engine fits your specific ERP and CRM environment. We support all major platforms and deliver results in weeks, not months.