For CFOs and Controllers

Stop bad payments before cash leaves the account.

By the time a bad payment is caught after the transfer, recovery is harder, the write-off is larger, and the conversation with the board is different. Independent pre-payment review changes the timing.

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The Problem

Approval is not audit. Finance leaders feel that every quarter.

As CFO or Controller, you are accountable for every dollar that leaves the company — including the ones that move through approval workflows without meaningful scrutiny. Duplicate invoices, billing inconsistent with contract terms, weak supporting documentation, policy conflicts, and expense items that should have been stopped routinely survive standard sign-off. Not because approvers are careless — because no one in the workflow is paid to ask the harder questions before the payment clears. Pre-Payment Review is that layer.

What This Is

Independent review before payment is released.

We sit inside your existing approval workflow as an independent control layer. We review invoices, purchase orders, expense items, and supporting documentation against contract, policy, and expectation — before payment moves.

  • Duplicate or overlapping charges flagged before payment
  • Billing against contract terms and rate tables
  • Support quality and documentation gaps tested
  • Expense policy conflicts surfaced at the reimbursement stage
  • Questioned items returned for clarification — clean items cleared
  • Weekly exception reporting documents what was caught and why
Outcomes

What finance leadership gains.

Fit

Is this the right conversation?

Particularly useful when

  • Invoice volume is high or expense activity is material
  • Documentation quality is inconsistent across vendors or teams
  • Recent growth, turnover, or system change has stressed controls
  • Leadership wants stronger confidence before payment is released
  • The board or audit committee has raised questions about payment controls

Probably not the right fit if

  • You want AP processing or clerical coding support
  • You are looking for a rubber stamp rather than real review
  • You are not prepared to act on questioned items
Executive Brief · Pre-Payment Review

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Related: Pre-Payment Review service overview

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Bad payments caught before the transfer cost less than the ones caught after.

Let's determine whether there is a fit before a problem defines itself.