Why This Matters

A completed patient visit should be the simplest trigger in a clinical trial. In practice, it sets off a chain that crosses EDC and CTMS records, site budgets, contracts, invoices, and payment systems that rarely share data. Every handoff between sponsor, CRO, and site is a point where a payable can stall, and most study teams learn it has stalled only when the site asks where its payment is.

The cost is measurable. Nearly a quarter of research sites wait 90 days or longer to be paid, two-thirds operate with less than three months of cash on hand, and average site payment cycles now exceed 140 days. Slow payment is linked to investigator turnover of up to 40%, and each month of trial delay can represent $1M–$10M in lost opportunity.

What Can You Expect

This session examines where the milestone-to-payment chain breaks across sponsors, CROs, and sites, and why reconciliation between EDC data, site budgets, invoices, and payments fails most often in global studies with multiple currencies, withholding tax obligations, and regional rate variance.

You will see how tying payables to verifiable events, such as a documented procedure, a completed visit, or an enrollment target, turns "was this owed?" from a negotiation into a lookup, and where AI and automation remove the manual reconciliation steps that drive most payment disputes.

A live demonstration on Cloudbyz Clinical Trial Financial Management (CTFM) will show automated milestone triggers from site activity, budget roll-ups across multi-site and multi-currency studies, and three-way reconciliation of budget, invoice, and payment with match and mismatch status. The session also covers how approved payables hand off to Tipalti for global disbursement, with payment status returned to the study team and a complete audit trail from milestone to money.

Who Should Attend

This session is designed for leaders at sponsor organizations and CROs who own site budgets, site payments, and trial financial oversight:

• Clinical Operations and Trial Operations Leaders
• Clinical Trial Finance, Site Budgeting, and Site Payments Leads
• CRO Project Finance and Contract Management Teams
• Study Start-Up and Site Contracting Leads
• CTMS and eClinical System Owners

If you own site budgets, investigator payments, or trial financial reporting, this session is built for you.

Speakers

• Christopher Rowland, eClinical Solutions Specialist, Cloudbyz
• Morgan McNeil, Senior Solutions Consultant, Tipalti
• Host: Pooja Sood, Cloudbyz

Can't attend live? Register anyway and the recording will be sent to all registrants after the session.

For questions about this webinar, contact us at info@cloudbyz.com.