Your O2C isn’t broken. It’s misaligned.

Revenue leakage, rising DSO, billing disputes, broken handoffs — they’re symptoms of the same root cause.

KATalign restores structure, control, and cash flow across O2C and finance operations.

28+ years in Global Finance • O2C & Revenue Cycle Transformation • PMP® • Six Sigma Black Belt

KATalign — Order-to-Cash alignment and finance transformation.

Most O2C & Revenue Recognition challenges aren’t tool problems. They are caused by misalignment.

We diagnose the root cause and then fix it.
Process first. Tools second. Results always.


You’ll get the most value if you are:

  • CFO, VP Finance, or Controller at a scaling company (typically $25M-$500M revenue)

  • Operating across multiple products, billing models, entities, or geographies

Who is this for

Finance leaders who own cash flow and revenue integrity and are tired of O2C chaos.

Common trigger moments:

  • PE-backed scale-up or post-acquisition integration

  • ERP/CRM/billing system rollout or cleanup

  • Audit pressure (SOX, revenue recognition, controls), recurring billing complexity

Symptoms you’re seeing:

  • DSO creeping up, cash unpredictable

  • Disputes increasing, slow resolution cycles

  • Manual billing and revenue recognition workarounds

  • Broken handoffs across Sales, Deal Desk, Billing, RevOPs, Professional Services and Finance

Recent outcomes (anonymized examples)

  • DSO (net): 46 → 30 days over 8 months during post-acquisition O2C integration

  • 90+ AR bucket: 18% → 3% in 3 months by stabilizing disputes, billing, and collections cadence

  • Dispute backlog: 900 cases → 100 cases within 4 months

  • SFDC Billing: Implemented across 4 business units including CPQ revamp and revenue reporting

Measured results, with controls and functional ownership aligned.

Works best in B2B where billing and revenue recognition aren’t simple.

Not a fit if:

  • You’re pre-revenue or under ~$10M and just need basic bookkeeping

  • You want a tool implementation without process ownership and control

KATalign — Order-to-Cash alignment and finance transformation.

What we do

Order-to-Cash Alignment Diagnostic

2-4 weeks. Clarity on what to fix first.

  • Map the breakdown across teams and systems

  • Baseline KPIs and pinpoint root causes

O2C Stabilization Sprint

6-8 weeks. Measurable improvement, fast.

  • Disputes, collections cadence, exception reduction

  • Ownership, escalation paths, KPI rhythm

Fractional Finance + O2C Leadership

3-9 months. Senior execution without hiring.

  • Weekly governance + cross functional execution

  • System alignment and control where needed

Finance Transformation Program Leadership

3-12+ months. Senior delivery leadership without hiring.

  • Program governance, stakeholder alignment, and scope control

  • Controls-aware, cross-functional execution — from cutover to stabilization

Targeted AI and automation embedded into your existing finance workflows — from reporting and cash application to collections prioritization and cash forecast.

No hype, no rip-and-replace.