Finance & Procurement
Receivables Agent
Prioritise what is owed, apply what arrived, flag the short-pay.
Target outcome: DSO and unapplied cash
The business problem
Recover material cost, cut AP effort, compress DSO
Collectors chase a shared inbox. Payments that already arrived sit unmatched. Short-pays and debit notes age in silence until the close.
What we deploy
Receivables Agent
Scores the AR book, matches incoming cash to invoices including partials, and assembles deduction packs so collectors work cash, not a stale dump.
How this agent runs
Every agent follows the same operating loop on your stack: audit the evidence, decide with confidence scores, execute with human approval, and record results back to your systems.
Audit
Full coverage on the transactions and documents you choose: contracts, invoices, dispatches, disputes.
Decide
Confidence-scored recommendations with counterfactuals, tax feasibility, and policy rules applied first.
Execute
Human-in-the-loop for consequential actions. Agents prepare; your team approves.
Record
Clean results posted back to your ERP, WMS, or operational systems with a full audit trail.
What we need from you
Data and systems
ERP vendor master and open PO/GRN/invoice samples
AP workflow rules, approval thresholds, and exception policies
Historical match exceptions for baseline triage accuracy
Typical timeline
Pilot matching on a vendor subset in 8 to 12 weeks. Full AP queue coverage scales module by module after sign-off.
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. We agree the baseline and success metric before deployment starts.
Key capabilities
Prioritise ageing by risk and open deductions, not by who shouted last
Match incoming bank credits to invoices, including partials
Assemble deduction packs with delivery and pricing evidence
How we deploy it
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. Same operating model on every agent: scope, deploy, measure, then scale or hand off.
Scope
Agree one outcome, baseline KPI, and the exports or systems the agent will read.
Deploy
Agent live on your ERP, WMS, or operational files within the engagement window.
Measure
Track results against the baseline with named transactions and audit trails.
Scale
Expand to adjacent modules or run independently. You own the code from day one.
Good fit if
DSO is a debate, not a ranked book
Unapplied cash looks like overdue on the ageing
Credit notes stall both collections and month-end
Production module in the field
Order-to-Cash
Case studies, module depth, and technical FAQs for the platform this agent runs on.
Frequently asked questions
It prioritises the open AR book, matches incoming payments to invoices including partials, and assembles deduction packs so collectors work cash, not a shared inbox.
No. Accounts payable is what you pay suppliers. Receivables is what customers owe you. Opposite loops, same spine.
Clean matches can post inside an agreed tolerance after shadow accuracy is proved. Short-pays, deductions, and low-confidence matches go to a human with evidence attached.
No. Credit notes, write-offs, and promised pay dates stay with your team. The agent drafts the case; it does not grant.
Open AR ageing, invoice register, and a bank or lockbox feed. Historical applied receipts help prove cash-application accuracy before anything auto-matches.
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See how we deploy thisReady to scope this agent?
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.