Finance Operations · AI Automation · Working Capital

Your cash flow problem
is a workflow problem.

Unitas Group USA helps CFOs and finance leaders stop losing money to slow collections, manual billing, and inefficient payables — by building AI-powered systems across the full order-to-cash and procure-to-pay cycle that perform without constant intervention.

Book a discovery call See our services

$252M

In additional collections driven at Circana

21d

DSO improvement delivered globally

<3%

Cash forecast error rate sustained over 7 years

20yr

Senior finance operations leadership experience

The problem

Most businesses aren't losing cash because customers won't pay.

They're losing it because the process that collects it was never built to perform.

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Invoices go to the wrong contact

Billing delays start before the invoice is sent. Wrong email, outdated contact, missing PO number — the clock starts late every time.

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Disputes sit unresolved for weeks

No clear ownership. No SLA. Disputes live in email threads until someone follows up — by which point the customer has moved on.

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Escalation happens too late

Collections gets involved at day 75. The account is already a problem. A structured escalation at day 30 would have changed everything.

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The same accounts appear every month

Reactive collections means chasing the same customers in perpetuity. Without a system, the behavior never changes.

What we do

Core services.
One outcome.

Every engagement is designed around measurable working capital improvement — not deliverables, not reports. Results.

Finance Ops Diagnostic

A two-week deep dive into your AR, collections, AP, and billing processes. You receive a prioritized roadmap of automation opportunities with projected ROI for each initiative.

AR audit DSO analysis Roadmap

Scoped after discovery call · Typical delivery 2 weeks

AR & Collections Transformation

End-to-end redesign of your order-to-cash workflow, combined with AI agent deployment for dunning, escalation, cash application, and aging alerts.

AI agents Workflow design SOPs

Scoped after discovery call · Typical delivery 6–8 weeks

AP / Procure-to-Pay Automation

Automate your accounts payable cycle from purchase order through payment — invoice ingestion, three-way matching, approval routing, and vendor payment scheduling powered by AI agents.

AP automation PO matching Vendor payments

Scoped after discovery call · Typical delivery 6–10 weeks

Shared Services & ERP Advisory

Finance shared services design and ERP order-to-cash and procure-to-pay implementation advisory for organizations undergoing transformation, acquisition integration, or scale-up.

SAP S/4HANA Oracle NetSuite

Scoped after discovery call · Typical delivery 3–6 months

Monthly Retainer

Ongoing finance operations partnership — from performance monitoring and agent tuning to fractional VP Finance Operations support for enterprise teams across AR, AP, and beyond.

Maintain Grow Transform

Ongoing partnership · Scoped to your needs

Other Services

Complementary financial solutions to support your business operations end to end.

Virtual Payment Portal FX Hedging B2B Collections

Ask us about availability

Other services

Merchant Services

Virtual Payment Portal

A branded, secure online payment portal enabling your customers to pay invoices digitally — ACH, credit card, and wire — reducing manual payment processing and accelerating your cash conversion cycle.

Treasury

FX Currency Hedging

Strategic foreign exchange risk management for businesses operating across multiple currencies. We identify exposure, recommend hedging instruments, and implement forward contracts and options to protect your margins from currency volatility.

Collections

B2B Debt Collections

Professional business-to-business debt recovery for aged receivables that have exhausted internal collection efforts. Structured escalation, legal coordination, and negotiated settlement — preserving business relationships wherever possible.

Results

Numbers that
don't require context.

Every number below came from a real engagement, led directly by our principal. These aren't projections.

$252M

Collections growth

Additional collections driven year-over-year at Circana

21d

DSO improvement

Global DSO reduction through end-to-end strategy redesign

35%

AR aging reduced

AR aged 90+ days cut by tightening escalation and risk protocols

Circana · Global data & analytics

Led enterprise credit, receivables, and dispute governance for a global business with customers across 40+ countries. Rebuilt collections strategy from the ground up.

$252M additional collections · DSO –21 days

AdvanSix · Chemical manufacturing

Owned global AR, credit, and cash application for 8 years. Sustained DSO at 31 days and bad debt below $200K annually. Generated $600K working capital improvement through e-invoicing alone.

DSO 31 days · Bad debt <$200K · 7 consecutive years

Study Group · International education

Built Financial Shared Services Center from scratch across multiple countries. Reduced AR aged 90+ by 38% and DSO by 17 days within the first six months.

AR 90+ reduced 38% · DSO –17 days · 6 months

How we work

From conversation
to measurable results.

No long-term commitment required to start. Every engagement begins with a diagnostic that pays for itself.

Discovery call

20 minutes to understand your priorities and confirm whether we're the right fit.

Week 0

Diagnostic

Deep audit of your AR, collections, and credit process. Roadmap with projected ROI delivered.

Weeks 1–2

Transformation

Workflow redesign, AI agent deployment, team training, and KPI dashboard buildout.

Weeks 3–10

Ongoing retainer

Continuous improvement, performance monitoring, and fractional leadership support.

Month 3+

Jeyson Rivera, CICP

Founder · Unitas Group USA

About

Jeyson Rivera, CICP

Founder & Managing Principal · Unitas Group USA

I've spent 20 years inside the financial operations of complex, global organizations — running the systems that move cash, manage risk, and keep businesses financially disciplined.

What I've learned is this: most cash flow problems aren't accounting problems — they're workflow problems. Slow collections, manual invoicing, weak credit screening, and fragmented AR processes cost businesses millions every year. And they're fixable.

Through Unitas Group USA, I now bring enterprise-grade finance operations discipline to organizations ready to modernize — combining deep process expertise with AI automation tools to build systems that actually perform.

CICP Certified Lean Six Sigma SAP S/4HANA BlackLine AR NACM Member FCIB Member Order-to-Cash Procure-to-Pay FX Hedging B2B Collections Bilingual EN / ES

Ongoing partnership

Stay ahead of your
working capital.

Available after any project engagement. Scope and cadence tailored to your organization's needs. Cancel with 30 days notice.

Maintain

Performance monitoring & continuity

✓Monthly AR performance review

✓Collections KPI reporting

✓AI agent monitoring & tuning

✓2 strategy calls per month

✓Email support

Not a pitch.
Just a 20-minute conversation.

Tell us what's on your radar. If there's an opportunity, we'll find it together in the first call.

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jeyson@unitas-us.com Primary contact for all inquiries

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201-922-5422 Available Mon–Fri, 8am–6pm EST

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New Jersey, USA Serving clients nationally and internationally

"I don't take on engagements unless I'm confident we can deliver measurable results. The discovery call is where we find that out — together."

— Jeyson Rivera, CICP · Founder, Unitas Group USA

Your cash flow problemis a workflow problem.

Core services.One outcome.