Engagement
How an application audit of a receivables tracking application unfolds from first call to findings walkthrough.
This page is for finance leads who want to know what happens after they ask for a receivables application audit — before they open a scoping request.
Stage map
Scoping conversation
We confirm which receivables tracking application you use, approximate open-invoice volume, entities in scope, and the questions driving the review. You leave with a fee range and a draft timeline that respects your month-end calendar.
Access & policy intake
Read-only access (or supervised sessions), credit policy extracts, role matrices, and aging report definitions. We pause rather than invent access paths that violate your security rules.
Fieldwork
Configuration walkthroughs, sample tracing, and interviews with controllers, collectors, and the IT contact who maintains the application. Work pauses around closing week unless you explicitly request otherwise.
Findings pack
Draft findings are fact-checked with your team. The final pack ranks remediation by risk and names a suggested owner for each item.
Walkthrough & optional follow-up
We walk the pack with your finance lead. Later, a remediation follow-up can re-test closed items in the same receivables tracking application.
What you prepare
- Name and version of the receivables tracking application
- Approximate count of open invoices and monthly billing volume
- Credit policy and write-off approval matrix
- List of power users and administrators
- One recent aging export and dispute-queue extract (anonymized if needed)
What we need from IT
Temporary read-only credentials or a scheduled supervised session, VPN instructions if required, and a contact who can explain custom fields. We do not need production write access.
Where work happens
Our office is at 242 Pangyo-ro, Bundang-gu, Seongnam-si 13487. Many engagements mix remote configuration review with one or two on-site days in Seongnam or at your finance floor.
Natural next action
When you are ready to put a system on the calendar, request an audit scoping call or browse the full audit catalog.