Map the flow
Make the path from short-pay intake to resolution visible across the people and tools involved.
A clearer way to handle short-pays and invoice disputes.
A focused workflow service for finance teams that need better triage, ownership, and visibility without replacing their existing AR stack.
Define ownership
Give recurring dispute types a clearer owner, next step, and escalation path.
Track consistently
Use a shared operating structure instead of reconstructing status from scattered threads and files.
The workflow service
Structure the work before buying more software.
The service focuses on the operating system around disputes: how they enter, how they are categorized, who owns them, and what happens next.
Triage rules
Define practical categories and decision paths so new disputes do not begin as one-off investigations every time.
Shared workflow
Create a consistent record for status, owner, evidence, next action, and escalation using tools the team already understands.
Operational handoffs
Clarify when AR, sales, operations, or finance leadership should own the next move.
How it works
From scattered dispute to owned next step.
A compact operating model makes the work easier to see and easier to improve without pretending every company needs the same system.
This service focuses on AR workflow design and operating support. It does not provide legal, tax, accounting, or audit advice.- 01
Capture the current process
Review how disputes arrive, where information lives, and which handoffs create the most ambiguity today.
- 02
Define triage and ownership
Set categories, ownership rules, expected next steps, and simple escalation paths around the team’s real work.
- 03
Run a clearer shared workflow
Use familiar tools to give each dispute a visible record, owner, state, and next action.
A Project Pendant business
Bring more structure to the disputes already in motion.
Share a little about the current AR process, typical dispute volume, and where the team loses visibility today.