Caine & WeinerCaine & Weiner·Since 1930 · 95 Years

Client Innovation Briefing

Turn Receivables
Into Cash — Faster.

An AI-powered approach to B2B credit & collections — helping finance teams lower DSO, accelerate cash flow, and act on the right accounts before they become collections.

Presented by Caine & Weiner ×VeltriqAI

Trusted Scale

$1B+

in accounts placed with C&W annually

Why This Matters

Finance leaders are under pressure to free up cash — without adding headcount.

Many organizations still run receivables on spreadsheets, manual follow-up, and disconnected systems — which slows collections and hides portfolio risk.

Higher DSO

Cash stays tied up longer in aging receivables.

Reduced working capital

Less liquidity available to run and grow the business.

Increased write-offs

Balances age past the point where they're easily resolved.

Inefficient collection effort

Skilled staff spend time on low-value manual chasing.

Limited forecasting accuracy

Leaders lack a clear, real-time view of portfolio health.

The Receivables Gap

Every day an invoice ages, the odds of full recovery fall.

Recoverability declines as balances age

0–30
31–60
61–90
91–120
120+

Illustrative — aging buckets

Introducing

Meet VeltriqAI

An AI-powered credit & collections platform built specifically for B2B organizations — combining automation, predictive analytics, and intelligent workflows.

Intelligent prioritization

Focus collector effort on the accounts most likely to move cash.

Automated communications

Generate professional outreach and follow-up workflows automatically.

Real-time AR visibility

Monitor aging, behavior, and performance from a single dashboard.

Predictive risk monitoring

Spot payment deterioration before balances become serious.

Executive reporting

Deliver clear monthly, quarterly, and annual views to leadership.

Forecast cash flow

Project collections and working capital with greater confidence.

How It Works

A smarter receivables workflow — from data to dollars.

01

Connect & import

Bring AR data into one place — aging, balances, and customer history unified.

02

Score & prioritize

AI ranks accounts by likelihood and cash impact, so teams work the right ones first.

03

Automate outreach

Professional, consistent follow-up runs automatically across the portfolio.

04

Monitor & report

Real-time dashboards and executive reporting keep leaders ahead of risk.

The result:

faster cash collection, less manual workload, stronger customer engagement, and clearer visibility into working capital.

The Business Impact

What proactive, AI-driven collections can unlock.

Lower

DSO

Act on higher-priority accounts earlier in the cycle.

Faster

Cash flow

More consistent, automated follow-up across the portfolio.

Higher

Productivity

Collector capacity rises without adding headcount.

Also Improves

Better customer engagement
Reduced collection costs
Stronger portfolio risk visibility
Cleaner, automated reporting
More accurate cash forecasting
Improved working-capital performance

A Powerful Combination

Decades of recovery expertise, now paired with proactive AI.

Caine & Weiner

Caine & Weiner

Since 1930 · 95 years of receivables leadership

Trusted by 20% of the Fortune 500
Over $1B in accounts placed annually
Proven recovery of difficult receivables
Certified, compliant, global operations

VeltriqAI

Autonomous AI for real-time cash flow

Prioritizes accounts before they go delinquent
Automates outreach to protect relationships
Surfaces risk signals early and clearly
Gives finance leaders real-time control

VeltriqAI extends what C&W already does best — helping businesses improve collection performance before accounts ever require third-party recovery.

Is This a Fit for You?

Best-fit organizations share a few common signals.

Signs You'd Benefit

Rising or stubbornly high DSO
Growing past-due balances
Inconsistent or manual collection processes
Limited visibility into portfolio risk
Pressure to improve cash flow without new headcount
Reporting that's slow, manual, or backward-looking

On the roadmap

Capabilities expanding across the full credit lifecycle:

AI credit application review
Automated underwriting recommendations
Financial statement analysis
Credit bureau monitoring
Portfolio risk scoring
Predictive cash forecasting

Next Step

See it on your own receivables.

Schedule a short, personalized walkthrough to explore how VeltriqAI could help your organization lower DSO, accelerate cash flow, and modernize collections.

Talk to your C&W contact

Tell us about your current receivables challenges.

Book a live demo

See prioritization, automation, and reporting in action.

Run a fit review

We'll help qualify whether VeltriqAI is right for you.

Caine & Weiner×VeltriqAI