📈 Complete Working Capital Management Solutions

Unlock Your Trapped Cash

We optimize all three components of working capital—Accounts Receivable, Inventory, and Accounts Payable—to , improve cash flow, and strengthen your financial position.

CapAid Consulting Model: Consulting • Training • Solution

At CapAid, our consulting approach combines deep financial expertise with practical digital tools to help your people to unlock cash-flow potential and enhance operational excellence.

Our work focuses on optimizing operational working capital across the entire value chain:

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Customers

Accounts receivable efficiency — reducing DSO, increasing prepayments, managing credit risk.

Operations

Inventory flow and delivery time — improving inventory turn, reducing lead times, optimizing flow of goods and services.

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Suppliers

Co-operation with suppliers - optamizing financing across the supply chain.

1

Consulting — Discover & Design

We start with a deep, data- and interview based analysis to uncover where your way of working limits performance. Together we design the right operating model — with clear principles for decision-making, control, and cash-flow optimization. Our focus: pragmatic design that fits your organization’s reality, not a slide deck of ideas.

Result: A fact-based management model that accelerates decisions, aligns operations, and drives improvement.

2

Train & Embed

Even the best system fails without capable people. We provide targeted training and implementation coaching to ensure everyone — from leadership to frontline — understands how to operate within the new management model. The training is concrete, built around real business cases, not abstract theory.

Result: Employees who act consistently and confidently within the new management framework, ensuring lasting behavioral change.

3

Solution — Implement & Automate

We deploy a digital solution that automates key management processes and empowers your teams with data-driven tools for execution and control.

This ensures real-time visibility, consistency across operations, and continuous optimization of cash-flow and working capital without adding administrative burden.

Our Focus

The three words in our logo — Cash • Flow • Value — reflect what drives us:

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Cash

Focusing on what truly matters; cash-flow is the only measurable truth, unlike adjusted accounting metrics.

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Flow

Enhancing the flow of cash, goods, and processes throughout the business.

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Value

Unlocking real value through time savings, improved cash-flow, transparency, and control.

💳 Accounts Receivable Solutions

CapAid ACE Service – Accelerated Credit Excellence

CapAid ACE - Accelerated Credit Excellence turns credit management into an AI-supported, seamless process connecting every step from credit evaluation to payment collection.

By combining analytics, automation, and tailored insights, ACE helps your company accelerate payments, reduce credit risk, and optimize working capital — all with minimal internal effort.

Common Accounts Receivable Challenges

Extended Payment Terms

Large customers demanding 60, 90-day, or longer payment terms, tying up significant working capital and increasing credit risk

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Late Payments

Customers paying late increases cash-flow volatilty, and make forecasting difficult

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Sales-Finance Conflicts

Sales teams approving unfavorable terms without understanding the financial impact

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Manual Credit Management

Time-consuming manual processes for credit checks, approvals, and collections

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Weak Negotiation Position

Lack of data and tools to effectively negotiate shorter payment terms with customers

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Bad Debt

Inadequate credit control pro increases credit losses

How ACE Solves These Challenges

ACE automates credit management, provides real-time insights, and empowers your team with data-driven tools to optimize accounts receivable.

Accelerate Cash Inflow by 30+%

Reduce Days Sales Outstanding (DSO) through optimized payment terms, automated reminders, and proactive collections

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Reduce Credit Risk by 50+%

Real-time credit monitoring, automated risk alerts, and data-driven credit decisions minimize bad debt exposure

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Data-Driven Decisions

Comprehensive analytics on customer payment behavior, credit risk scores, and your company rules

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Empower Sales Teams

Equip sales with instant credit guidance, negotiation tools and argumentation, and clear escalation pathways

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Save 80+% of Manual Work

Automate credit checks, approval workflows, payment tracking, and collections—freeing your finance team to focus on strategic initiatives

Six Steps to Credit Management Excellence

CapAid ACE transforms credit management into an AI-supported, seamless process that connects credit evaluation, payment term optimization, invoicing, and collections into one intelligent flow.

1

Know Your Customers

ACE begins with a comprehensive credit evaluation built on external credit scores, verified payment behaviour, and credit need analysis based on annual sales and seasonality.

This provides a precise, data-driven view of every customer's financial reliability and cash flow profile.

→ The result: A clear foundation for smarter credit decisions and targeted risk control.

2

Negotiate Smarter

Using industry DSO benchmarks, customer DPO data, and your company's cost of capital, ACE enables fact-based payment term negotiations.

Our dynamic credit cost model calculates the real financial impact for each customer — taking into account their credit score, payment behavior, payment term, and actual payment schedules.

→ The result: Faster customer payments, stronger negotiating power, and improved cash flow predictability.

3

Keep Terms Always Up to Date

ACE provides optimized payment term text for contracts and offers.

Terms can be automatically adjusted whenever a customer's credit score or payment behavior changes — ensuring quick reactions to early risk signals and preventing credit issues from growing.

→ The result: Continuously optimized credit exposure and proactive risk prevention.

4

Send Invoices Smarter

You simply send all invoices to CapAid, and we forward them to your customers.

This simple setup requires minimal system integration, guarantees accurate payment terms and clear late-payment clauses, and helps preserve customer relationships — since CapAid acts as a neutral third party for invoicing and reminders.

→ The result: Professional, efficient invoicing with minimal IT effort and maximum customer trust.

5

Collect Faster — 24/7

CapAid's collection process works around the clock, not in weekly cycles.

Our system reacts immediately to overdue payments and sends reminders every day, supported by proactive customer contact. This ensures steady cash flow and professional communication — without damaging customer relationships.

→ The result: Lower overdue balances, fewer write-offs, and faster cash conversion.

6

Protect and Finance

ACE can include credit insurance to shield you from customer defaults and gives you a factoring option to strengthen liquidity — temporarily or permanently.

→ The result: Stable cash flow and protection from credit losses.

The Transformation: Before & After ACE

Before ACE

  • Manual credit approval processes taking days or weeks
  • Sales approving extended payment terms without financial oversight
  • No standardized credit policies or risk assessment
  • Limited visibility into customer payment behavior and credit exposure
  • Reactive collections approach leading to high DSO
  • Finance team overwhelmed with routine credit tasks
  • Inconsistent treatment of customers creating compliance risks
  • No data to support payment term negotiations
  • Credit decisions based on gut feel rather than data
  • High credit losses due to inadequate risk management

After ACE

  • Instant automated credit approvals with full audit trail
  • Sales equipped with real-time credit guidance and negotiation tools
  • Digitalized credit policies enforced consistently across all customers
  • Complete visibility with dashboards showing credit risk and DSO trends
  • Proactive collections with automated reminders and escalations
  • Finance team focused on strategic initiatives, not routine tasks
  • Fair, transparent customer treatment ensuring regulatory compliance
  • Data-backed negotiation position leading to shorter payment terms
  • Risk-based credit decisions using AI-powered analytics
  • Credit losses reduced by 50% through early warning systems
📦 Inventory Management Solutions

Free Trapped Cash in Inventory

Optimize inventory levels to release working capital without compromising operational efficiency

Excess inventory ties up significant working capital. We help you find the optimal balance between having enough stock to meet demand and minimizing cash locked in inventory.

Common Inventory Management Challenges

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Overstocking

Holding too much inventory based on inaccurate forecasts or safety stock policies, tying up millions in working capital

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Slow-Moving & Obsolete Stock

Dead inventory consuming warehouse space and capital, often written off at significant losses

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Poor Demand Forecasting

Inability to predict customer demand accurately leads to either stockouts or excess inventory

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Production Inefficiencies

Long production lead times and large batch sizes forcing higher inventory levels

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Supply Chain Disruptions

Unreliable suppliers and long delivery times necessitating high safety stock levels

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Lack of Inventory Visibility

No real-time insight into inventory levels, turnover rates, or carrying costs across locations

Our Inventory Optimization Approach

We combine data analytics, supply chain expertise, and proven methodologies to right-size your inventory and free trapped cash.

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ABC Analysis & Segmentation

Categorize inventory by value and velocity, applying different policies to each segment for optimal stock levels

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Advanced Demand Forecasting

Use statistical models and machine learning to predict demand accurately, reducing forecast error by 30-50%

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Dynamic Safety Stock Optimization

Calculate optimal safety stock levels based on demand variability and lead time uncertainty

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Production Planning Integration

Align production schedules with actual demand to minimize work-in-progress and finished goods inventory

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Supplier Collaboration

Work with suppliers to reduce lead times and enable smaller, more frequent deliveries (JIT/VMI)

Continuous Monitoring & Improvement

Track KPIs like inventory turnover, days on hand, and carrying costs with monthly optimization reviews

The Transformation: Before & After Optimization

Before Optimization

  • Inventory levels based on gut feel and outdated rules of thumb
  • No differentiation between high-value and low-value items
  • Excessive safety stock to compensate for poor forecasting
  • Millions tied up in slow-moving and obsolete inventory
  • Frequent stockouts despite high overall inventory levels
  • No visibility into true inventory carrying costs
  • Production planning disconnected from actual demand
  • Manual inventory tracking prone to errors and delays

After Optimization

  • Data-driven inventory policies tailored to each product category
  • Differentiated strategies for A, B, and C items maximizing ROI
  • Optimized safety stock levels balancing service and cost
  • Systematic process for identifying and liquidating dead stock
  • Improved forecast accuracy reducing both stockouts and overstock
  • Full transparency on carrying costs driving better decisions
  • Synchronized production and inventory planning
  • Real-time inventory visibility enabling proactive management

Proven Results with Inventory Optimization

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Inventory Reduction
20-40%
Less cash tied up in stock
Inventory Turnover
30-60% increase
Faster stock rotation
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Working Capital Release
$5M-$50M+
Cash freed for growth
Service Level
95%+ maintained
No impact on availability
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Obsolete Stock
70% reduction
Less write-offs
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Forecast Accuracy
30-50% better
More predictable demand
💰 Accounts Payable Solutions

Strategically Manage Supplier Payments

Extend cash retention through optimized payment terms while strengthening supplier relationships

Accounts payable represents a powerful lever for working capital optimization. By strategically managing when you pay suppliers, you can significantly improve cash flow without damaging critical business relationships.

Accounts Payable Optimization Opportunities

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Payment Term Extensions

Negotiate longer payment terms with suppliers (from 30 to 45, 60, or 90 days) to retain cash longer in your business

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Early Payment Discounts

Analyze and capture beneficial early payment discounts that deliver returns exceeding your cost of capital

Payment Timing Optimization

Pay invoices on the last possible day to maximize cash retention without incurring late fees or penalties

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Supplier Segmentation

Apply different payment strategies to strategic vs. commodity suppliers based on relationship importance

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Cash Flow Forecasting

Improve predictability of cash outflows with better visibility into upcoming payment obligations

Process Automation

Automate invoice processing and payment execution to reduce errors and manual effort by 70%+

Our Accounts Payable Optimization Approach

We help you extend Days Payable Outstanding (DPO) strategically without compromising supplier relationships or supply chain reliability.

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Supplier Relationship Analysis

Categorize suppliers by strategic importance, spend level, and relationship quality to apply appropriate payment strategies

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Payment Term Negotiation Support

Provide data-backed negotiation strategies and talking points to secure extended payment terms from suppliers

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Discount vs. Extension Analysis

Calculate ROI of early payment discounts vs. extending payment to make optimal cash flow decisions

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Payment Scheduling Optimization

Optimize payment runs to maximize cash retention while ensuring on-time payments to maintain supplier trust

Process Automation & Digitalization

Implement automated invoice processing, approval workflows, and payment execution to reduce manual work

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KPI Tracking & Reporting

Monitor Days Payable Outstanding, early payment discount capture rate, and cash flow impact with comprehensive dashboards

The Transformation: Before & After Optimization

Before Optimization

  • Paying suppliers early to maintain goodwill, leaving cash on the table
  • No standardized payment terms across supplier base
  • Missing early payment discounts that would deliver strong ROI
  • Manual invoice processing creating delays and errors
  • No visibility into upcoming payment obligations
  • Reactive approach to supplier payment negotiations
  • Treating all suppliers the same regardless of strategic importance
  • Finance team overwhelmed with manual payment processing

After Optimization

  • Strategically timing payments to maximize cash retention within terms
  • Extended payment terms negotiated with non-strategic suppliers
  • Capturing all beneficial early payment discounts automatically
  • Automated invoice processing reducing cycle time by 75%
  • Complete cash flow forecasting with 13-week forward visibility
  • Proactive payment term negotiations backed by spend analysis
  • Differentiated payment strategies for strategic vs. commodity suppliers
  • Finance team focused on strategic activities, not transaction processing

Proven Results with AP Optimization

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DPO Increase
10-20 days
Extended cash retention
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Working Capital Release
$3M-$30M+
More cash available
Process Efficiency
70% faster
Automated workflows
Discount Capture
95%+ of opportunities
Maximized savings
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Cash Flow Visibility
13-week forecast
Better planning
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Supplier Satisfaction
Maintained/improved
Strong relationships

Complete Operating Working Capital Solutions

When you optimize all three components together, the results compound dramatically

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Accounts Receivable

-25 days

Average DSO reduction

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Inventory

-30%

Inventory level reduction

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Accounts Payable

+15 days

Average DPO extension

Total Working Capital Impact

$10M - $100M+

Typical cash release for mid-sized to large companies

📈 25-50% improvement in working capital efficiency

Why the Integrated Approach Works

  • Compound effects: Improvements in each area multiply the total impact
  • Balanced optimization: Avoid over-optimizing one area at the expense of others
  • Operational synergies: Changes in one area enable improvements in others
  • Risk mitigation: Diversified approach reduces dependency on any single lever
  • Sustainable results: Holistic optimization creates lasting cultural change

What Success Looks Like

  • Freed cash invested in growth initiatives instead of operations
  • Reduced reliance on external financing and lower debt levels
  • Improved financial ratios and stronger balance sheet
  • Better relationships with customers, suppliers, and financial stakeholders
  • Finance team transformed from transactional to strategic role
  • Data-driven decision making across the organization

Ready to Transform Your Working Capital?

Schedule a consultation to discover how much cash you can release from your working capital