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.

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

‍

‍