NovaClaim by CT & Associates

Order-to-Cash MAS for Specialty Trade Contractors

NovaClaim is designed for trade contractors who want a documented billing workflow. Agentic AI and Six Sigma practices can be configured around your trade, billing workflows, and order-to-cash cycle.

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Flow

Connected billing handoffs

91%

Surveyed SMB leaders using AI report higher revenue

86%

Surveyed SMB leaders using AI report improved margins

Evidence source: Salesforce SMB Trends (Dec. 2024) — 91% and 86% are reported perceptions among surveyed SMB leaders already using AI; they are not NovaClaim client results.

Evidence source: Salesforce methodology — The survey collected 3,350 responses from business leaders with 200 or fewer employees across multiple regions.

Why it improves financial outcomes

AI can reduce manual billing and entry steps

Your baseline and data quality determine the amount of time recovered.

Cleaner invoice workflows can make exceptions easier to review

Billing and payment outcomes depend on customer terms, source data, approvals, and team adoption.

A documented billing workflow makes bottlenecks easier to see and address

Payment outcomes depend on customer terms, operations, and the client’s implementation.

A survey of SMB leaders using AI reported revenue and margin perceptions

Salesforce reported that 91% said AI boosts revenue and 86% said it improves margins; this is external survey context, not a NovaClaim outcome guarantee.

Evidence source: Salesforce SMB Trends (Dec. 2024) — Survey of 3,350 SMB leaders; see the source for methodology and scope.

Why it improves operational performance

A documented job-completion-to-invoice workflow

Configured workflows can reduce manual handoff steps between job completion, invoice preparation, and follow-up.

Documentation checks can reduce avoidable back-and-forth

Configured checks support review; they do not replace final billing, legal, or compliance responsibility.

Configured validation rules can support accuracy reviews

Your organization remains responsible for its billing, legal, and compliance requirements.

How to evaluate the business case

Documented handoffs + configured validation + clear ownership can create a more measurable billing workflow.

Deployment, staffing, integrations, and operational change requirements are confirmed in the client scope.

Configurable AI for Trade Contractors

NovaClaim is platform-agnostic — we select appropriate AI models and cloud infrastructure for your approved trade and billing workflow. Technical responsibilities are documented during discovery.

OpenAI
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Anthropic
•
Google AI
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Meta AI
•
Microsoft Azure

Compatibility references are for informational purposes only and do not imply partnership or endorsement.

Security and Compliance Scope

NovaClaim deployment requirements are configured around the client’s business, technical, and regulatory context. The client remains responsible for its own compliance obligations.

Secure Infrastructure
  • Security controls are selected and documented for the agreed deployment environment
  • Access controls and auditability requirements are scoped with your team
  • Infrastructure certifications are confirmed in the client’s selected deployment documentation
  • Security review and compliance responsibilities are defined in the service scope
Billing Validation Requirements
  • Invoice-validation requirements configured against approved job-completion records
  • Contract and pricing review requirements configured for the agreed workflow
  • Lien-waiver and change-order documentation requirements scoped with the client team
  • Customer-specific billing rules documented for the approved workflow
Documentation and Auditability Requirements
  • Auditability requirements documented for billing and collections activities
  • Job-completion and sign-off documentation configured for the workflow
  • Reporting requirements scoped for the client’s internal and external reviews
  • Retention requirements documented with the client’s responsible teams
Data Privacy & Security
  • Data-protection controls are selected for the approved deployment environment
  • Identity and access requirements are configured with the client’s team
  • Backup and recovery requirements are documented in the deployment scope
  • Monitoring expectations are documented with the selected infrastructure provider

Infrastructure Scope for Trade Contractors

NovaClaim deployment requirements are documented with the selected cloud provider and client team. Security, certification, monitoring, and support commitments are confirmed in the agreed service scope.

Frequently Asked Questions

Everything you need to know about NovaClaim and AI order-to-cash automation for trade contractors.

Ready to Review Your Billing Workflow?

Let’s identify the billing handoffs, source data, and performance measures that matter for your operation.

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Plan Your Workflow Case

Use your inputs to explore an illustrative scenario for an invoicing and billing workflow

NovaClaim ROI Calculator
Enter your billing inputs to explore an illustrative planning scenario with NovaClaim

Total invoices sent to customers per month

Average dollar value per invoice

% of invoices with errors, disputes, or late payments

Average hourly cost of billing/admin staff

Illustrative planning scenario

Potential Revenue Impact

$21,000/mo

14 invoices in the scenario

Potential Labor Impact

$933/mo

33 potential billing hours per month

Potential Rework-Cost Impact

$490/mo

Uses a $35 per-invoice planning assumption

Illustrative Annual Scenario

$269,080

Potential revenue impact: $252,000 + potential cost impact: $17,080

Scenario error rate: 12% → 5%

This uses transparent planning assumptions: 5% post-improvement error rate, $35 rework cost per invoice, 20 manual minutes per invoice, and a 50% time-reduction scenario. It is not an industry benchmark, client result, revenue forecast, or outcome guarantee. Actual results vary by workflow, data, adoption, business size, and trade type.

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