FAQ
What's the fastest sign that our liquidity issue is a process problem, not a revenue problem?
If you are profitable on paper but still get surprised by payroll, tax, or vendor deadlines, it's usually timing and visibility. You are reacting to stale data, not lack of sales. Fix the signal loop first, then decide if capital is needed.
How do we prevent "autonomy" from turning into risky auto-pay behavior?
Start with recommendation mode, then allow execution only inside tight rules: cash-floor thresholds, vendor limits, category caps, and required approvers. Route anything unclear into an exception queue with context and an audit trail. Autonomy should shrink surprises, not add them.
We are small. Do we really need rolling forecasts, or is that overkill?
You need a lightweight version that updates with bank activity, invoices, and payroll events. Even a 7-14 day rolling view plus a 30-90 day planning view can prevent avoidable short-term borrowing, missed collections, or poorly timed payments. The point is fewer blind spots.
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