Lateral Consultants
Problem Process Build Privacy Book a call →
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Sales to Finance handoff automation

The handoff is where revenue slows down.

Lateral Consultants maps where deals, data and payments get stuck between Sales and Finance, then builds the automations that close the gap.

Book a call → How it works
Fig. 01 · Path of a closed deal
01
Marketing
Lead captured
02
Sales
Deal closed
03
Finance
Invoice raised
04
Operations
Work delivered
Where it leaks
Re-keying, waiting, chasing. The packet stalls between Sales and Finance. This is the step we fix.
Between 02 and 03
Deal closed+Invoice sent+Reminder queued+Report updated+Deal closed+Invoice sent+Reminder queued+Report updated+
[01] Problem

Every company has the same leaks, in its own way.

A
Deals close, but the invoice goes out days later.
B
The same details are typed into the CRM, the invoicing tool and a spreadsheet.
C
Payment reminders depend on someone remembering.
D
Sales and Finance report different numbers for the same month.
E
Leadership asks for a report and someone spends a day building it by hand.
[02] Where to begin

Start with one problem. Keep it small.

Each starting point ends with a written summary. Carrying on is your decision.

You have
Late invoices after a deal closes.
Start with
Handoff diagnosis. One flow mapped end to end from a sample export.
Leads to
An automated deal-to-invoice flow with reminders.
Numbers that do not match.
Data audit. One pipeline export compared with one finance export.
CRM setup and field standards both teams share.
Reports that take a day.
Reporting review. What leadership needs and where each number comes from.
Dashboards fed straight from your CRM and finance data.
[03] How it works

You know what happens before it happens.

Phase 01
Intro call
You tell us where deals, invoices or reports get stuck. No preparation needed.
Phase 02
Diagnosis
We map the handoff from a sample export you prepare, with names and amounts anonymised.
Phase 03
Findings
A written summary and a proposal for the fix. Nothing is built until you approve it.
Phase 04
Build
We build it around how your company works and document it, so your team can run it.
[04] What we build

Same method every time. Designed around you.

Every company issues invoices and reports its numbers in its own way. We design for that, not from a template.

01 / CRM
CRM setup
HubSpot or Attio, structured so data is captured once and reaches leadership on time.
02 / FLOW
Handoff automation
Marketing, Sales, Finance and Operations connected. Triggers, invoicing, notifications, reminders.
03 / DATA
Reporting
Dashboards and scheduled reports from one source of truth.
TOOLS: HubSpot / Attio / Zapier / Google Workspace / Looker Studio / ClickUp
[05] Data privacy

Your data stays with you.

No logins
We do not ask for access to your tools during the diagnosis.
Sample exports only
We give you a template. You send a small export with names and amounts anonymised.
You approve every change
If a build phase needs access, it is scoped and agreed in writing first, and limited to what the work needs.
[06] Who we are

An independent practice. One point of contact.

Lateral Consultants is an independent consulting practice based in Dubai. We work with companies of 10 to 200 people in the UAE, Saudi Arabia and beyond.

Our work draws on experience across consulting, the public sector, non-profits and consumer goods in the GCC.

[07] Questions
Do you need access to our systems?
Not for the diagnosis. We work from a sample export. If a later build needs access, it is scoped and agreed in writing first.
Do you replace our CRM or finance software?
No. We work with what you already use, and only recommend a change if the tool itself causes the problem.
What size of company do you work with?
Roughly 10 to 200 people, where Sales, Finance and Operations each run on their own tools.
How is the work priced?
Scope and price are agreed in writing before any work starts.
What happens on the first call?
You describe where things get stuck. We tell you honestly whether we can help, and what a first step would look like.
[08] Contact

Tell us where it gets stuck.

Book a call →
amer@lateral-consultants.com
Lateral Consultants / Dubai
2026