Why manual order-to-cash process
is holding you back
Challenges:
Late payments
Invoices often get overlooked or delayed, leading to cash flow issues and wasted resources in manual follow-ups
Manual workflows
Traditional A/R processes rely heavily on human input—collating statements, sending emails, and tracking responses, which can be prone to errors and oversight
Limited visibility
Businesses struggle to keep an accurate real-time overview of outstanding invoices across multiple customers and systems
Less time for higher value work
Repetitive tasks like sending payment reminders take valuable time away from strategic finance activities
Solution Overview:
Automated invoice retrieval
Harness the power of autonomous AI agents to automate retrieval of invoice data from your ERP or accounting software
Generate SOAs
Speedily generate accurate Statement of Accounts (SOA) for each customer, reducing errors and manual effort
Automated payment reminders
Automatically send reminder emails to customers with their SOA and unpaid invoices attached, making the process simple and consistent
More time to focus on strategic work
Leverage an agentic workforce to handle repetitive A/R tasks, freeing your team to focus on more strategic initiatives
How our AI assistant for
A/R collections works
Step 1
Retrieve list of outstanding invoices from ERP or accounting software
Step 2
Generate Statement of Accounts (SOA) for customers with outstanding invoices
Step 3
Send payment reminders to customers with the SOA and invoice(s) attached
Step 4
Tracks responses, updates invoice statuses, and flags cases requiring human intervention for swift resolution
Key features and benefits of Agentic AI
Seamless integration to existing software
Real-time tracking of invoices and payment status
Lower Days Sales Outstanding (DSO)
Enhanced customer relationships
Ready to take the next step toward faster payments and happier customers?
It is time to delegate the mundane, menial tasks to your own AI agent so that you can focus on work that truly matters.