Cash application has long been one of the most labor-intensive processes in corporate finance. With multiple payment channels, inconsistent remittance data, and fragmented systems, AR teams often spend hours reconciling payments using a combination of paper, email, phone calls, online portal research and even handwritten notes. But some companies are now employing emerging technologies to act as “secret AI agents,” streamlining the complexity, improving automation rates and freeing up valuable resources.
This session provides a practical, example-driven guide to introducing agentic AI-powered tools into cash application and related workflows. We’ll break down how these tools work with the business rules companies already have in place, and explore how automation improves accuracy and accelerates reconciliation – and the impact that can have on their business.
Whether you’re just beginning your automation journey or looking to enhance existing processes, this session will improve your understanding of what agentic AI can do, and equip you with actionable insights and proven strategies for deployment. Learn how to deploy AI as your “secret agent” to transform Order to Cash from a bottleneck into a strategic advantage.
- De-mystifying what Agentic AI actually is, and how it helps AR teams improve efficiency.
- Real-world examples of automation in action, including the KPIs that are impacted.
- Best practices for implementation: where to start, how to scale, and what pitfalls to avoid.