Lead-to-cash transformation resources

Practical resources for lead-to-cash transformation, for SMBs and enterprises.

Quoting, contracts, billing, collections and revenue recognition, on the systems teams already run: SAP and Salesforce in the enterprise, HubSpot, QuickBooks, Xero and Stripe in smaller businesses. Free tools, guides and AI plugins that find where the process breaks and fix it, all built from real lead-to-cash work.

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4 quick questions

Where does AI fit in your process?

Tell me where the work piles up and get the posts, free tools and template to start with.

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What kind of business are you?

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Free tools

AI on real lead-to-cash tasks, ready to use

Invoice Parser

Extract header and line items from invoice PDFs or images and export to CSV, Excel, or JSON. Also available as a Chrome extension, a Claude skill and an MCP tool.

Jev Playground

Try structured AI decisions on real quote-to-cash questions, from approvals to collections.

Quote & Estimate Generator

Build a professional quote or estimate with line items, tax, and terms, then download a PDF.

Invoice Generator

Create and download a professional invoice, or import line items straight from a SOW.

3-Way Match Checker

Check a PO against an invoice with AI, or add receipt quantities for a full 3-way match.

AR Collections Email Generator

Write the right collection email for how overdue an invoice is and who the client is.

See all free tools →

MCP server and Claude plugins

Lead-to-cash tools inside your AI assistant

Open source and free. Works in Claude, ChatGPT and Codex.

MCP connector

RevExOS MCP server

Add one URL to Claude, ChatGPT or Codex and get 8 tools: invoice and PO parsing, PO vs invoice matching, collection emails, proration, revenue recognition, late interest and due dates.

Set it up

Claude plugin

RevExOS Q2C Kit

Open-source plugin with 9 quote-to-cash skills and 5 slash commands: quotes, contract handoff, PO to invoice, three-way match, billing, collections and revenue recognition.

Set it up

Claude skill

Invoice Parser skill

Open-source skill that turns invoice PDFs and images into structured data with totals checks, then CSV or JSON.

Set it up

Projects

Implementations and builds

Client builds, products and open-source plugins. Each lists its stack, and the code stats where there is a repo.

Open source

RevExOS Q2C Kit: quote-to-cash skills and MCP tools for Claude

A Claude plugin that packages quote-to-cash know-how as skills, slash commands and tools: quotes, contract handoff, PO to invoice, three-way match, billing and proration, payment terms and late fees, collections and revenue recognition, and billing platform selection. It installs the RevExOS MCP server, whose calculators share their code with the calculators on this site.

Claude Code pluginsClaude skillsModel Context ProtocolNext.js

1 commits

Product

Invoice Parser: web app, Chrome extension, Claude skill and MCP

Extracts invoice header fields and every line item from PDFs and images, checks that the totals add up, and exports CSV, Excel, JSON, QuickBooks or Xero formats. One extraction engine behind four ways in: the web app, a Chrome side panel, an open-source Claude skill, and a tool on the RevExOS MCP server.

OpenAI APINext.jsChrome Extensions (MV3)Model Context Protocol

3 commits

Client build

Medical Documents AI OCR

An AI system that parses medical report PDFs of around 100 pages (tested up to 250), stores the extracted content in a database, vectorizes it, and lets users chat with each case file. Each document also produces a filled-in template report, and every answer cites its source for audit.

DeepSeek OCR (self-hosted)SupabasepgvectorRAG
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Templates

Take the prompts and templates with you

Prompt Playbook

AR Prompt Playbook

15 copy-paste prompts for running accounts receivable inside Claude Cowork: live dashboards, cadence-matched outreach, call log analysis, dispute briefs, and cash forecasts.

Get it free

Google Sheets Template

AR Calling Tracker

A 9-sheet template for running AR collections: aging buckets, cadence stages, promise-to-pay tracking, and a daily action queue. Built for a real multi-client accounting firm.

Get it free

Checklist

DSO Reduction Checklist

A 30-point checklist across invoice terms, dunning cadence, payment methods, and dispute resolution: the four levers that actually move Days Sales Outstanding.

Get it free
All templates and playbooks →

Find posts and tools by step

Every post and tool sits on one step of the cycle, from the first lead to recognised revenue.

Stage 1

Lead

Qualifying demand and handing a deal to finance

Stage 2

Price & Quote

Pricing models, rate cards, proposals, and quotes

Stage 3

Order & Contract

Signed terms, purchase orders, and the handoff to billing

Stage 4

Invoice

Creating, checking, and delivering accurate invoices

Stage 5

Cash

Collections, dunning, and accounts receivable

Stage 6

Reconcile

Matching payments to invoices and closing them out

    Stage 7

    Revenue

    Revenue recognition, deferred revenue, and reporting

    Across every stageClaude logoClauden8n logon8nMake.com logoMake.comZapier logoZapier

    Scroll sideways to see every stage.

    All 54 posts on the blog →

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    Frequently asked questions

    What does lead-to-cash transformation mean?+

    It means changing how quotes, orders, invoices, collections and revenue schedules actually move, so fewer steps are manual and less revenue leaks between systems. Most of the gains come from building automation and AI into the tools already in place, whether that is SAP and Salesforce in an enterprise or HubSpot, QuickBooks, Xero and Stripe in a smaller business. The tools, guides and projects on this site cover each stage.

    What can Claude actually do in accounts receivable?+

    Claude can turn an AR aging export into a live dashboard, draft collection emails that match how overdue an invoice is and who the client is, summarise call logs and disputes, and build a cash forecast from aging data. The posts on this site walk through each one with the exact prompts.

    Do I need to code to follow the posts?+

    No. Most posts use Claude, Claude Cowork, or no-code tools like n8n and Zapier on top of the accounting and CRM tools you already use. Where a step needs an API or a script, the post says so and shows the setup.

    Are the tools really free?+

    Yes. The invoice, quote and proposal generators, the invoice parser, the 3-way match checker and the calculators are free to use. Some AI-powered tools have a daily limit to keep costs down, and a few playbooks ask for an email to send the download.

    What is quote-to-cash?+

    Quote-to-cash covers everything from pricing a deal to collecting the money and recognising the revenue: quote, contract, order, invoice, collections, payment reconciliation and revenue recognition. The lead-to-cash map on this site groups every post and tool by those steps.

    Who builds RevExOS?+

    RevExOS is built and written by one person who implements AI and automation in lead-to-cash operations: SAP BRIM quote-to-cash for a large subscription business, and workflow automation for 100+ small businesses since 2023. The projects page lists what has been built, with the stack and code stats for each.

    Still have a question? Ask ChatGPT with RevExOS as the source