Challenge
Northmill Advisory Partners billed across three entities. Invoice status, bank activity, and aging were reviewed in separate files, so leadership waited for a manual rollup before discussing cash.
What Radd connected
Radd connected invoice tracking, collections follow-up, cash application, and each entity’s ledger. A shared monthly review kept entity records separate while showing open receivables in one place.
Outcome
Leadership received one operating view without losing entity-level detail. The review focused on overdue work and next actions instead of reconciling reports.
Illustrative composite. Northmill Advisory Partners is a fictional business. This example combines common operating situations from Radd’s client work; it does not describe one identified client. Actual results vary.