For CFOs
We're your best friend in the
revenue cycle
You need visibility. You need accountability. You need someone who's on your side — not billing by the hour or earning a cut of collections. That's us.
Our Founding Principle
"CFOs in post-acute care deserve a neutral party who can see everything, hold everyone accountable, and report back with the truth — no conflicts of interest, no black boxes."
The Problem
What keeps you up at night
No Single Source of Truth
Data scattered across your EMR, billing system, clearinghouse, and spreadsheets. You can never get a clean picture.
Staff Self-Select Accounts
Without algorithmic triage, billers cherry-pick easy wins. Hard accounts age and eventually write off.
Vendor Black Box
You pay your billing company a percentage but have no visibility into what they're actually doing — or not doing.
Manual Processes Everywhere
Staff spending hours on tasks a machine should handle — data entry, eligibility checks, status updates, report generation.
Denials Pile Up
Denials sit in a queue until they're past timely filing. The root causes never get addressed systematically.
Offshore Quality Risk
Offshore vendors cut costs but introduce quality risks that are impossible to monitor without the right tools.
The Transformation
Before Lockbox AI vs. After
Before
- ✗ Data scattered across 4–6 disconnected systems
- ✗ Staff choose which accounts to work — high-balance cherry picking
- ✗ No visibility into vendor activity or performance
- ✗ Manual data entry and status-checking consuming staff time
- ✗ Denials aging past timely filing without systematic follow-up
- ✗ Monthly reports that are stale by the time they arrive
- ✗ No clear picture of where to focus for maximum impact
After
- ✓ End-to-end visibility in one unified dashboard
- ✓ Algorithmic triage ensures the right accounts get worked first
- ✓ Neutral oversight of all vendors with data-driven accountability
- ✓ Custom automation handles repetitive tasks without human error
- ✓ Systematic denial handling with root cause analysis and prevention
- ✓ Weekly reporting delivered to your inbox every Monday morning
- ✓ Clear prioritization and measurable progress toward revenue goals
ROI
Guaranteed results. Minimal risk.
90 Days
Guaranteed measurable improvement within the first three months
Flat Fee
No percentage of collections — your incentives and ours are aligned
Weekly
CFO reporting every week — not monthly, not quarterly, weekly
Guaranteed
If we don't deliver results in 90 days, you walk away — no strings
The Neutral Advantage
The independent oversight layer you've been missing
Your billing vendor has an incentive to hide bad performance. Your internal staff has an incentive to protect their workload. You need someone without a dog in the fight.
Lockbox AI sits between you and everyone who touches your revenue cycle. We report to you. We're paid a flat fee. We have no incentive other than making your operation work.
That neutrality is the foundation of everything we do — and it's why CFOs trust us with their most sensitive financial operations.
Common Scenarios
We've seen your situation before
Scenario A
Fully In-House Operation
You have a billing team but no visibility into their daily work. We add triage, tracking, and weekly reporting without replacing anyone.
Scenario B
Fully Outsourced
You've handed billing to a vendor and lost control. We become the neutral layer that monitors their work and keeps them honest.
Scenario C
Hybrid Model
Some in-house, some outsourced — and no unified view of performance across both. We bring everything into one place.
Scenario D
Bringing It Home
You want to move billing in-house but don't have the infrastructure. We build the systems while you hire and train the team.
Scenario E
Rapid Growth
You're adding locations or service lines faster than your billing operation can scale. We build automation ahead of the curve.
Scenario F
Post-Acquisition
You've acquired an agency with different billing systems and practices. We standardize and integrate without disrupting operations.
See where you stand — without obligation.
Our deep assessment takes a hard look at your revenue cycle and tells you exactly where money is being left on the table. No commitment required.