AgenticAI
Invoicing and Billing Processor for Prioritized Receivables
Use Case Family
Automation, NLP, Predictive Analytics & Forecasting, Agentic AI
Business Domain
Finance
Processes
Receivables management and dunning
Challenge
Receivables teams must assess large volumes of unpaid invoices with varying amounts, histories, and risk of non-payment. Manual prioritization, inconsistent follow-ups, and missing predictions prolong the days sales outstanding and strain cash flow. Compounding the issue, a complete view across enterprise resource planning (ERP) and customer relationship management (CRM) data is often missing — for example due to poor data quality — so activities occur too late or target the wrong accounts.
Solution
The Invoicing and Billing Processor Agent unifies four integrated modules: scoring, communications, scheduling, and system updates. It scores unpaid invoices using machine learning (likelihood of payment, risk, amount, and historical customer behavior) to produce a prioritized worklist with clear actions. It drafts personalized communications, schedules calls, proposes payment plans, triggers timely reminders and dunning cycles, and automatically updates finance and customer systems. Dashboards surface payment predictions, next-best actions, and the impact on cash flow.
Benefits
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Faster inflow of payments through risk-based prioritization and earlier outreach.
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Higher staff productivity via automated worklists, templates, and recommended next actions.
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Improved planning with payment forecasts and transparent impact of measures across all customer accounts.
Target Group
Potential Industries
Risk Classification (EU AI Act)
