Working capital, invoice visibility, and integrated banking for a complex, acquisition-built organization.
CISO Global was not built the way most companies are built; it was assembled. Over a period of years, the company brought together 16 separate entities under a single public-company structure, each with its own banking relationships, invoicing systems, and financial workflows.
The result was a business with real operational complexity: multiple DBAs, disparate banking relationships, fragmented invoice visibility, and a collections process that had to be rebuilt from the ground up. Before finding a financial partner that could handle all of it, CISO had been funding operations through one-off capital raises — a workable approach for a moment, not a foundation for a growing public company.
We were basically trying to fund with some one-off raises.
— Susan McNeece, VP of Accounting and Financial Reporting, CISO Global, Inc.
What CISO needed was a revolving credit facility and a banking platform flexible enough to accommodate a business that looked unlike most of the clients either product was designed for. Aion turned out to be both.
Most financial platforms are built around a fairly standard client profile: one business, one set of accounts, one invoicing workflow. CISO did not fit that profile. Sixteen prior entities meant multiple DBAs, clients being migrated from former company names, and invoicing coming from several different systems simultaneously.
Aion set up the multiple DBAs CISO needed from the beginning. And when existing workflows did not map cleanly to how the platform was designed to operate, the team worked with CISO to find solutions that gave both sides the controls and visibility they needed. One example: CISO runs its invoicing through NetSuite, which at the time was not directly connected to Aion. Rather than waiting for a native integration, the team found a practical solution: adding a BCC email address to every invoice sent out of NetSuite, routing all outgoing invoices into Aion automatically.
We figured out a way to be able to get visibility to everything that we are doing.
— Susan McNeece
That kind of collaborative problem-solving, working around a technical gap rather than treating it as a dead end, is what the relationship looked like in practice.
Getting CISO fully onto Aion was not a quick transition. With 16 prior entities, clients had already been through name changes and contract changes as the company consolidated. Each additional operational shift, including changing banking relationships and invoice routing, required careful sequencing to avoid disrupting those relationships further.
CISO moved clients over in deliberate batches, making sure each group was ready before proceeding to the next. Payroll moved over. Legacy bank accounts were closed, one by one. The team ran parallel systems for a period, moving funds from external accounts into Aion as quickly as possible to keep the line active and the advance working. Susan's team also set up maker-checker controls within the platform, a setup and approval workflow that gave CISO the internal governance structure appropriate for a public company managing significant payment volumes.
Once we were able to actually have the funding come in using the accounts, we got our payroll moved over. It is working and operating the way that we now understand it was meant to work.
— Susan McNeece
Getting there took time. But once the platform was operating as designed, the payoff in visibility and operational control was clear.
For a finance team managing the operational complexity CISO carries, the value of having banking, collections, and credit in a single system is not abstract. It is the difference between spending the day drilling into separate systems to get a picture of where the business stands, and logging in once to see it.
It is very much a one-stop shop between collections, banking, advances, and credit. Each day going in and seeing where the advance is, where the line is, what has come in.
— Susan McNeece
The Aion dashboard view gives the team real-time visibility across accounts. When CISO's AP team identified a specific enhancement they needed, such as being able to see exactly what made up a particular deposit, the Aion team built it. The response from the AP team when it went live: it has been a lifesaver.
The platform has also continued to expand. Susan has watched new features arrive over the course of the relationship, including expanded banking and savings functionality, making the platform more capable over time without requiring CISO to change how it works.
For a finance VP at a public company, that trajectory matters. The question is not just whether a platform works today but whether it will keep pace with the business.
Asked what Aion has meant to her personally, Susan McNeece's answer was immediate.
Security. Just because we have been through a lot over here. The adaptability and understanding that Aion has shown us over the past couple of years has been something that has meant a lot to us in our growth.
— Susan McNeece
For a finance leader at a company that has been through the operational complexity of consolidating 16 entities, that sense of having a reliable financial foundation is not a small thing. It is what allows the rest of the business to keep moving.
Prompt responses when issues arise. A team that understood CISO's non-standard structure and worked with it rather than around it. A platform that kept improving in response to client feedback. That combination is what Susan points to when she describes why the relationship has held.
Closed multiple legacy bank accounts inherited from 16 prior entities, consolidating banking operations into Aion.
Set up eight to nine DBAs within Aion to accommodate the multi-entity structure of the business.
Gained real-time dashboard visibility across advances, credit lines, and incoming payments.
Implemented maker-checker payment controls appropriate for a public company governance structure.
Moved payroll and funding operations onto the Aion platform.
Established automated invoice routing from NetSuite into Aion via BCC email, providing collections visibility without requiring a direct system integration.
Platform enhancements requested by CISO's team, including deposit-level transparency, were built and deployed.
Susan McNeece's description of Aion to a peer is grounded in what the platform actually does for a business with real operational complexity:
If somebody was on QuickBooks, it is just a lifeline in being able to make sense between your payments and your collections. If it is used the way it is intended, it would definitely be an all-inclusive lifeline to someone.
— Susan McNeece
Aion is not a simple, single-function tool, but a platform that can hold together the financial operations of an organization that most banking platforms were not designed to serve.
Many organizations consolidate banking, collections, invoicing, and working capital into a single platform to improve visibility, reduce administrative overhead, and eliminate the operational friction that comes from managing multiple bank relationships simultaneously. For companies formed through acquisition, this consolidation is often one of the highest-value moves a finance team can make.
The right structure depends on the organization, but companies formed through acquisition typically benefit from consolidating financial operations as quickly as is practical. A centralized platform that can handle multiple DBAs, route invoicing from disparate sources, and provide unified visibility across accounts gives the finance team a clearer picture of the business and reduces the risk of collections falling through the cracks during the integration period.
Acquisitions and consolidations create short-term capital demands tied to payroll transitions, client migrations, integration costs, and operational changes. A revolving line of credit, backed by accounts receivable, gives a finance team predictable access to working capital during those periods without requiring a new capital raise every time cash is needed.
Centralized banking, invoice routing, collections, and real-time reporting tools give finance leadership a current view of cash position, advance availability, and payment status across the organization. For public companies with governance requirements, platforms that include maker-checker controls and role-based access also support the internal approval workflows that compliance and audit readiness require.
Yes. Aion's credit and banking are integrated by design, and accessing the line of credit requires moving primary banking to Aion's platform. For multi-entity organizations, this means migrating invoicing, collections, and payment operations into Aion's system. For clients like CISO Global, that transition happened in stages, moving clients and accounts over in deliberate batches to minimize disruption to existing relationships.
Aion's platform supports multiple DBAs within a single account structure, role-based access and payment controls, and custom invoicing workflows for organizations whose operations do not map cleanly to a standard single-entity setup. For companies with NetSuite or other ERP systems, the team has worked with clients to establish invoice routing solutions that provide collections visibility even without a direct system integration.
If your organization is managing multiple entities, integrating acquisitions, or looking for a financial platform that can handle operations that most tools were not designed for, Aion provides the working capital, banking infrastructure, and flexibility to meet you where you are.
