This is a look back at a recent panel session I joined with Helina (ApprovalMax) and Matas (Method), where we explored what it takes to build that kind of “control tower.”
What is a control tower?
A central view of your business that gives leaders oversight, spots issues early, and supports faster, data-driven decisions.
Highlights
- Helina shared how a client had $3m of unsent invoices. With the right process, they recovered it quickly – proof that AR issues can be fixed.
- A fractional CFO using Joiin gained instant group visibility across 30+ entities. No more months of Excel work and cash shortfalls were caught before they escalated.
Quotes worth repeating
“If your customers aren’t paying you, they’re treating you like a bank.” Helina
“Time is still the most important thing – you can’t afford to wait months to know what’s really happening.” me
Practical takeaways
- Automate AR and AP – stop wasting time chasing invoices or re-keying bills.
- Build your stack – keep accounting at the core, but layer tools like Joiin and ApprovalMax for true oversight.
- Set new rules with new clients – change sticks faster when expectations are clear from the start.
We also had some great audience participation – plenty of questions that pushed us as panellists. If you missed it, you can catch the recording below.
Final thought: moving from manual fixes to integrated tools gives finance teams the clarity and confidence to act in real time.
