What does the Voice & Outreach Agent do?

It informs customers and suppliers of dues or blocked invoices using amounts, dates, and reasons pulled from the ledger, over voice, WhatsApp, or email, with a human still gating any promise.

Can it invent a balance on a call?

No. Invoice number, amount, and due date come only from the ledger. If a field is missing or low-confidence, the case is queued, not spoken.

Does it promise a payment date?

No. Any promise of payment or credit is queued for a human before it is said. Voice stays assisted until consented, amount-verified scripts exist.

Is this a separate product from Order-to-Cash?

No. It is the comms layer on Order-to-Cash. Supplier hold reasons on AP link to the same agent so there is one crawlable page, not two voice bots.

How do you stay inside calling rules?

Consent, recording, and do-not-disturb checks run before outreach, the same class as policy guards on AP. Voice is reserved for high-value overdue or blocked invoices.

Finance & Procurement

Voice & Outreach Agent

Tell suppliers and customers what the ledger already knows.

Target outcome: Ledger-true outreach

Book a guaranteed assessment View Order-to-Cash

The business problem

Recover material cost, cut AP effort, compress DSO

Customers and suppliers are told amounts that do not match the ledger. Call centres invent balances. High-value holds wait behind a generic reminder blast.

What we deploy

Voice & Outreach Agent

Governed voice, WhatsApp, and email for dues and blocked invoices. Amounts come from the ledger only. A human still gates any promise of payment or credit.

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

Speak only invoice number, amount, and reason pulled from the ledger

Use voice for high-value overdue or blocked invoices; WhatsApp and email for the rest

Queue any promise of payment or credit for a human before it is said

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.

Step 1

Scope

Agree one outcome, baseline KPI, and the exports or systems the agent will read.

Step 2

Deploy

Agent live on your ERP, WMS, or operational files within the engagement window.

Step 3

Measure

Track results against the baseline with named transactions and audit trails.

Step 4

Scale

Expand to adjacent modules or run independently. You own the code from day one.