Chocolate Manufacturer Recovers 12% of Revenues Using Lumi

Problem

‍The client struggled with managing customer credit and maintaining healthy cash flow due to limited visibility into overdue balances. This created a risk of fulfilling new orders for customers with outstanding debts.

Approach

‍ Lumi enabled a side-by-side analysis of sales and accounts receivable by cross-referencing overdue invoices with open orders. This quickly highlighted high-risk accounts and provided actionable insights.

Impact

‍Lumi surfaced $6.0M in overdue invoices linked to $1.7M in pending orders. With this visibility, the client was able to pause at-risk fulfillments, safeguard revenue, and proactively address credit exposure. Opportunities like this are difficult to detect without AI driven data analytics.

Next Steps‍

To further strengthen credit controls, the client is now:

(1) Using Lumi to evaluate customer account health before approving large orders

(2) Reviewing internal processes to ensure timely follow-up on overdue payments

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