Stuut

Last week, OpenAI announced GPT-6. NVIDIA CEO Jensen Huang said "AGI is here." Silicon Valley thinks the bottleneck is model intelligence. Most of the country thinks the bottleneck is getting the damn thing to work with SAP. Most model providers drop a new version, point to a benchmark where they scored 3 points higher, and declare victory. It's technical progress, to be clear. Traditional businesses, and there are tens of thousands of them across the country, don't think about progress this way. These businesses are stuck dealing with other things that get in their way. Messy customer portals, residual items in SAP, SSO requirements, random deduction codes, 1000s of customer edge cases, and tribal knowledge scattered across SMEs who are 6 months from retirement. A new model doesn't help them just because it scores better on a benchmark. We built an agent that chases down invoices, and even then, we didn't "solve AR" by getting the agent to write an email. Automating AR involves knowing whether to even send an email in the first place. And which invoices belong in it. And what happened yesterday. And whether there's an active dispute to keep in mind. And (crucially) writing it all back to the ERP afterward. Our agent will improve with GPT-6, but only because we've invested all our time and resources into the guardrails it follows and systems it perfectly plugs into. That's what's transformative for our customers.

Activist investors are pressuring $100+ billion enterprises like Air Liquide to improve margins and buy back shares. If I were advising their finance org, here's exactly how I'd approach it (using the same playbook we run for customers at Stuut): Air Liquide runs around a 21% operating margin on ~€27B of revenue compared to competitor Linde's ~30%. First, this problem separates into two buckets. The slow bucket is structural change like plant footprint, energy pass-through, and pushing toward electronics and healthcare. These are multi-year journeys, hard to fix in a few quarters, and not our area of expertise. Luckily, you can fix cash quicker. No one is discussing receivables as an opportunity to close this gap, but it's exactly where we'd start. Air Liquide generated over €6.8B of operating cash flow before working capital last year. This is a long-tail business, with thousands of customers and lots of small invoices across lots of countries. That screams "Trapped Working Capital" to us, and we've seen it many times across our customer base. We'd map order-to-cash across every major division: how many people and BPO seats touch an invoice from creation to collection; how much work is duplicated across regions; where disputes originate; how long cash sits unapplied; and how many different rules people are applying to ostensibly identical work. We'd calculate, by division and by country, what the gap is between weighted-average payment terms and weighted-average days to collect. Every day of that gap on €27B of revenue is roughly €74M of cash. Once that is done, we'd put our agent to work doing routine collections, matching remittances, following up on promises to pay, retrieving invoices, navigating portals, classifying disputes, preparing deductions. Humans are still handling escalated and delicate customer situations. Now, we have identified what we can recover, and we've started recovering it. This plays right into Elliott's second request: stock buybacks. Those need cash, and the slow stuff takes years. Receivables will move the needle in a quarter. Air Liquide shows up on October 5 with a working capital number directly linked to their margin roadmap. This won't close the entire margin gap, but it gets them closer, faster.

AR teams crawl out of every close, then start chasing the same invoices the next morning. Stuut ends that loop. The agent chases all year. Ally Logistics went from 26% overdue to 11% in two months. Book a 20-minute demo and there's a Theragun in it for you. If gifts are a no-go, we donate the value to a charity you choose. https://lnkd.in/eS5F9E2C/?utm_campaign=Understory%257CIncentives&utm_source=linkedin&utm_medium=paid&utm_id=1190081706&hsa_acc=514601100&hsa_cam=1190081706&hsa_grp=866703976&hsa_ad=1539299716&hsa_net=linkedin&hsa_ver=3 Qualified participants only. Requires a completed demo and $100M+ in annual company revenue. One gift per person. Stuut may verify eligibility. Terms apply.

Everyone already owns the usual demo gifts, so we went weirder. Therabody SmartGoggles: a heated eye massager almost nobody has. Yours after 20 minutes with Stuut's agent on your kind of AR. If gifts are blocked at your company, we donate the value to a charity of your choice. https://lnkd.in/e8KUUK3C/?utm_campaign=Understory%257CIncentives&utm_source=linkedin&utm_medium=paid&utm_id=1190081706&hsa_acc=514601100&hsa_cam=1190081706&hsa_grp=871383026&hsa_ad=1569385216&hsa_net=linkedin&hsa_ver=3 Qualified participants only. Requires a completed demo and $100M+ in annual company revenue. One gift per person. Stuut may verify eligibility. Terms apply.

You already check DSO and aging every morning. Here's a number that's more fun to check. Book a 20-minute demo of Stuut's agent, the one chasing overdue invoices around the clock, and we'll send you an Oura Ring Gen 4. If your company doesn't allow gifts, we donate the $349 to a charity you pick instead. https://lnkd.in/e4tPdXs6/?utm_campaign=Understory%257CIncentives&utm_source=linkedin&utm_medium=paid&utm_id=1190081706&hsa_acc=514601100&hsa_cam=1190081706&hsa_grp=871383026&hsa_ad=1569463096&hsa_net=linkedin&hsa_ver=3 Qualified participants only. Requires a completed demo and $100M+ in annual company revenue. One gift per person. Stuut may verify eligibility. Terms apply.

Ask anyone who's run collections through a close: the tension goes straight to the shoulders. Stuut's agent takes over the chasing, every overdue invoice, by email, text, and phone. The Theragun is for what the job's already done to you. Yours after a 20-minute demo. Gifts against policy? We donate the value to a charity you pick. https://lnkd.in/e98yb3qF/?utm_campaign=Understory%257CIncentives&utm_source=linkedin&utm_medium=paid&utm_id=1190081706&hsa_acc=514601100&hsa_cam=1190081706&hsa_grp=866703976&hsa_ad=1539500006&hsa_net=linkedin&hsa_ver=3 Qualified participants only. Requires a completed demo and $100M+ in annual company revenue. One gift per person. Stuut may verify eligibility. Terms apply.