I wanted to kick it off with a post about our vision and how it has evolved, but I've written three versions, more than 10,000 words in total, and they all sounded like futuristic AI babble. While spending the weekend surrounded by nature surfing in Panama with my kids, it finally hit me: 

Just keep it real.

The truth? I recently asked our customers what we should build, fix or improve. 
Over 100 responses later: NOT ONE mentioned AI.

Their core need is turning revenue ‘on paper’ into cash collected— not AI for its own sake. This is why we help customers like GitLab, Appsflyer, Box, automate the order-to-cash process; from invoice delivery to collections to payments to cash application. 

Why does this process matter? Two reasons:

1. Revenue isn’t real until you get paid. That closed deal? Just potential until it hits your bank account.
2. ⁠Companies that reinvest faster, accelerate faster. And to invest you need cash.

The real impact of AI is that the gap is widening between companies who grow efficiently and those that don’t. 
Tomasz Tunguz recently highlighted how Revenue per Employee is now +$1M/FTE for top tier companies. That's 3-5x what "amazing" was just 2 years ago.

Meanwhile, McKinsey research found that in the last 60 years, the Fortune 500 company lifespan decreased by 70% (!).
The message is clear: while cash sits idle for some, others collect and reinvest quickly to get ahead.

The cash flow problem is surprisingly simple:

To grow, you need to reinvest better, which means you need to know your cash flow. You already know when you’ll process payments, the one part you don't control is when you'll get paid. But…

1. It’s avoidable: 50-70% of payment delays are self-inflicted—missing or incorrect data on invoices/billing.
2. ⁠It is discoverable: you’re someone else’s vendor so they know when they’ll pay you—it’s just a matter of accessing & structuring that data; of connecting the dots.

That's why cash flow is more of a data problem than a finance problem. THIS is where AI actually matters.

We started by connecting the dots using AI in three concrete ways:

1. Structuring primary source data from emails, portals, images, and documents.
2. ⁠Enhancing and cleaning existing data across your systems.
3. Analyzing granular live and historical data to predict what's coming and optimize collections.

Where is this all heading over the next two years?

Sending, rekeying, and chasing invoices wastes time and creates needless uncertainty—but this will eventually disappear. What is owed and when it will be paid will become simple database calls.

The invoice PDFs of today are archaic, static documents built for human eyes—essentially the paper waste of the digital realm. Instead, accounting systems will just talk to each other, automatically logging what customers owe you and what you owe vendors.

This represents the next evolution of the internet: while yesterday's software was built for human-first interaction, tomorrow brings agent-to-agent interaction—your financial systems communicating directly with your customers'.
With this level of interoperability and data clarity, payment timing will be what it should have always been, a financial optimization between customers’ and vendors’ cost of capital. Nailing your cash flow will be as simple as adjusting the dials for your cash in and out.

Back from the not too distant future…

In the coming weeks, we'll announce several product innovations that take meaningful steps toward this vision - not with futuristic AI promises, but with practical tools that solve real problems today; and yes, AI is involved 😎.
The winners of tomorrow aren't just selling faster—they're collecting faster.

Your competitive advantage? The ability to make this happen. 

Starting… now. 
 

Carlos Vega, Co-Founder and CEO of Tesorio