Overview
A national technology services provider delivering device lifecycle management, maintenance coordination, and enterprise technology support for organizations across the United States required a dependable financial operations team as invoice volumes grew and customer contracts expanded. The provider needed support across billing, collections, accounts receivable follow up, and documentation to maintain accuracy and consistency at scale.
Sourcefit built and now operates a dedicated financial operations team that strengthens invoice processing, customer outreach, and data integrity across the provider’s accounts.
The challenge
- Growing invoice and account volume across a national customer network
- Rising demand for accurate billing and timely collections outreach
- Limited domestic hiring capacity for specialized finance roles
- Need for consistent execution across account validation, documentation, and dispute workflows
- Pressure to maintain stability during periods of customer growth and contract expansion
Our approach
Sourcefit built and operates a 38-plus-member financial operations team that supports the provider across billing, collections, accounts receivable follow up, dispute handling, and daily account coordination. The team works within standardized workflows that maintain accuracy in invoice processing, documentation updates, and customer communication.
During setup, Sourcefit:
- Recruited billing, collections, and accounts receivable specialists aligned to the provider’s requirements
- Built onboarding and skills development for invoice processing, dispute review, and payment follow up
- Integrated daily workflows for account validation, documentation updates, outreach scheduling, and follow up
- Standardized validation rules and account procedures to strengthen financial data integrity
- Introduced reporting and QA reviews to track accuracy, exceptions, and collections patterns
- Planned workforce allocation to sustain reliable coverage during high volume periods
Today, Sourcefit continues to manage the financial operations team with structured oversight, documentation maintenance, and ongoing training. Performance reviews, quality checks, and coordinated workforce planning support uninterrupted processing and long term operational continuity as the provider directs daily priorities.
Results
- 38 full time specialists supporting billing, collections, and accounts receivable follow up
- Improved collections throughput through timely account handling and consistent outreach
- Stronger accuracy and data integrity supported by standardized validation and documentation workflows
- 2 to 4 week hiring cycles sustained for finance and collections roles
- Lower operational cost and reduced internal workload supported by long term team continuity
Key takeaways
Dedicated teams maintain financial accuracy: Finance specialists support high volume workflows with consistency.
Standardized processes improve reliability: Documented workflows strengthen accuracy and reduce process variance.
Stable hiring cycles support growth: Predictable recruitment ensures reliable capacity during high demand periods.
Industry learnings
Financial operations are essential to maintaining service quality and revenue stability for technology services providers. Offshore operations teams strengthen billing accuracy, streamline collections, and provide dependable back office capacity without increasing domestic overhead. This engagement demonstrates how disciplined financial workflows support sustainable growth in service driven environments.
Learn more
Sourcefit helps technology and services organizations strengthen financial operations with dedicated billing, collections, and accounts receivable teams.
Explore SourceCX for integrated support operations and WorkingAI for document processing and validation automation.
Contact our financial operations team to explore scalable support models for your organization.
