Our Story

Built by finance teams, for finance teams

CashFlow LedgerWorks was born from a simple frustration: why does it take five disconnected systems to track a dollar from invoice to bank deposit? We set out to build the answer.

The problem we set out to solve

Every finance leader has lived the same story: revenue recognized in the CRM does not match the billing system. Payments arrive with no remittance detail. Credit memos pile up without resolution. The month-end close turns into a fire drill of spreadsheets, emails, and educated guesses.

Our founders spent decades on the frontlines of enterprise finance, watching talented AR teams waste hours chasing exceptions that better software could have resolved automatically. They saw CFOs making decisions on stale data because real-time visibility was impossible across fragmented tools.

CashFlow LedgerWorks exists to collapse the distance between invoice creation and cash collection into a single, unified workflow. We connect every system that touches the order-to-cash lifecycle and apply intelligent automation so your team can focus on strategy instead of reconciliation.

2021

Founded

Two former finance leaders and an engineering team tired of patchwork systems came together to build the order-to-cash platform they wished they had.

2022

First 50 Customers

Launched with a core set of mid-market companies struggling with disconnected billing and accounting. Achieved 98% retention in year one.

2023

AI-Powered Matching

Introduced machine-learning cash application, reducing unapplied cash by an average of 87% across our customer base.

2024

Enterprise Launch

Expanded to serve multi-entity, multi-currency organizations with complex approval workflows and advanced compliance requirements.

2025

500+ Finance Teams

Reached the milestone of powering order-to-cash for over 500 companies, processing billions of dollars in receivables annually.

Mission & Values

What drives us every day

Our mission is to give every finance team real-time control over the full order-to-cash lifecycle, so they can close faster, collect smarter, and operate with total confidence.

Radical Transparency

We believe finance teams deserve complete visibility into every transaction, every exception, and every dollar in motion. No black boxes, no hidden logic.

Relentless Precision

In cash management, close enough is never good enough. We engineer our platform to match, reconcile, and report with the accuracy your auditors demand.

Customer Obsession

Every feature starts with a conversation with a real finance leader facing a real problem. We build what matters, not what is trendy.

Collaborative Excellence

Order-to-cash is a team sport. We design workflows that connect AR, billing, sales ops, and the back office into a cohesive unit instead of isolated departments.

Join us in reimagining order-to-cash

Whether you are a growing startup or a global enterprise, we are ready to help you take control of your cash cycle.