Customer concentration is a silent liquidity threat, where over-reliance on a single client can trigger catastrophic cash flow disruption upon their insolvency or slowdown. A custom automation workflow eliminates this blind spot by aggregating real-time data from ERP (SAP, Oracle) and CRM (Salesforce) systems to calculate concentration metrics—such as percentage of total AR or forward pipeline—against predefined risk thresholds. This continuous monitoring automates the tedious, manual analysis that often occurs too late, providing treasury and sales leadership with early, actionable intelligence to protect working capital.




