The Accounts Receivable AI Agent automates collections to reduce DSO and accelerate cash flow. It prioritizes accounts, sends personalized reminders, and manages escalations professionally.
Automated receivables workflows that accelerate cash collection and reduce manual effort.
Automatically extract and process invoice data from multiple formats including PDF, email, and EDI.
Send personalized, timely reminders via email, SMS, or voice call based on customer preferences.
AI-powered scoring to prioritize accounts based on payment history, amount, and likelihood to pay.
Professional escalation workflows for overdue accounts with human handoff when needed.
Automated escalation stages with AI-optimized outreach timing and messaging.
Friendly reminder
Payment request
Escalated outreach
Final notice
Human handoff
This AI agent pulls data from multiple sources, standardizes and cleans it, and uploads it to designated systems. It ensures that data is ready for analysis, reporting, or storage, with minimal manual intervention.
The agent improves with every task, adapting to outcomes, applying feedback, and self-correcting using Constitutional AI.
As a result of constant feedback loops, our AI Agents refine their approach with every cycle, leading to 98% accuracy across flows.
ModelMesh technology enables each agent to select the right model for the task, balancing speed, accuracy, and cost in real time.
Enterprise-grade receivables management features for accelerated cash flow.
Automated invoice capture, validation, and matching with purchase orders.
Reach customers through email, SMS, voice calls, and mail based on preferences.
Negotiate and set up payment arrangements automatically with approval workflows.
Real-time visibility into receivables aging with predictive cash flow forecasting.
Automatic matching of payments to invoices with exception handling.
360-degree view of customer payment behavior and credit risk scoring.
Real-world applications of accounts receivable automation.
Automated friendly reminders sent before due dates to encourage timely payments and maintain positive relationships.
Escalating outreach sequences for past-due accounts with personalized messaging based on account history.
Automated identification and routing of payment disputes with supporting documentation gathering.
Automatic matching of incoming payments to open invoices with intelligent exception handling.
Native integration with NetSuite, SAP, Oracle Financials, QuickBooks, and Sage. Direct connections to billing platforms like Stripe, Chargebee, and Zuora. Email through Gmail and Outlook.
ERP
Enterprise
ERP
Accounting
Accounting
Payments
Billing
Subscriptions
Works with Billing, Credit Management, and Cash Application agents. New invoices automatically enter collection workflows, payments apply instantly, and credit decisions inform future orders.
New invoices automatically enter collection workflows for seamless receivables management.
Credit decisions inform collection strategies and customer risk profiles.
Payments apply instantly with intelligent matching and reconciliation.
Continuous surveillance of regulatory obligations with proactive alerts.
Assists in creating, monitoring, and adjusting budgets automatically.
Deploy the Accounts Receivable AI Agent and reduce DSO by 25% while improving collection efficiency by 40%.