Invoices are often delayed or inconsistent
Tracking due dates becomes a daily scramble
High DSO (Days Sales Outstanding) impacts cash flow and planning
Delayed payments erode relationships
Limited visibility makes forecasting harder
Teams are stuck in inboxes, spreadsheets, and portals
Microsoft Teams
Microsoft Copilot
Microsoft Azure
OpenAI
Snowflake
SAP
Oracle
Salesforce
Concur
Quickbooks
Dynamic 365
Net Suite
PeopleSoft
Service Now
SAP Ariba
Workday
Coupa
Adobe
SAP Success Factors
Automates invoice generation from ERP or CRM triggers
Sends invoices via preferred customer channels
Tracks payment status and schedules timely follow-ups
Resolves disputes by flagging inconsistencies
Provides real-time visibility into collections, aging, and forecasts
Reduces manual overhead, improves collections, & enhances cash flow
Accounts Receivable AI agent isn’t a one-size-fits-all solution. It’s a collaboration of intelligent agents working in sync to streamline your AR workflows. From generating and sending invoices to accelerating collections and managing disputes, each agent plays a role in accelerating collections, improving accuracy, and freeing up your finance team for strategic priorities.
The best part? AR Automation with AI Agents molds to your business, not the other way around. You can train agents using your enterprise data, customer policies, and escalation rules, ensuring they operate with deep context and precision. Integrate seamlessly with your ERP, CRM, and payment systems, or even bring your own AI agents into the mix with our Bring Your Own Agent (BYOA) capability.
Hosted securely in your environment, cloud or on-prem, AR AI agent keeps your data protected, compliant, and fully under your control, so you can scale confidently while improving cash flow and customer experience.
Pulls billing data from ERP/CRM and auto-generates invoices per customer terms
Dispatches invoices through customer-preferred channels like email, online portal, etc.
Monitors due dates, tracks payments, and escalates overdue accounts
Collects, matches, and shares backup documents to resolve customer claims faster
Matches incoming payments with outstanding invoices in ERP
Provides real-time dashboards and predictive analytics on AR health
Automate invoice delivery, payment tracking, and follow-ups to reduce DSO.
Send accurate, timely invoices and proactive reminders to improve on-time payments.
Gain real-time visibility into receivables, risk, and trends.
Intelligent validation and quick dispute resolution reduce revenue leakage.
Clear communication and faster response times keep customer satisfaction high.
Integrate your own AI agents alongside ours for maximum flexibility.
Fine-tune the model using your enterprise data and customer insights for contextual accuracy.
Let agents execute routine tasks independently, while keeping humans in the loop for exceptions.
Agents understand customer profiles, payment patterns, and contract nuances.
Every interaction trains the system to get smarter, faster, and more accurate.
Optimize for outcomes like reducing DSO, minimizing disputes, or forecasting cash.
Choose the large language model that aligns with your business standards and security needs.
Works with your ERP, CRM, email systems, payment gateways, and other enterprise systems seamlessly.
Deployed within your own infrastructure, ensuring security, compliance, and control.
Yes. You can configure agents to follow your payment terms, customer categories, follow-up cycles, and dispute protocols.
Absolutely. AI agent for AR Automation connects with major ERP and CRM platforms, as well as your invoicing and communication systems.
Not at all. Our ai agent adapts to your current workflows, so your team can keep doing what works, just more efficiently.
Your data stays within your enterprise. Our multiagent system is hosted in your environment, whether on cloud or on-prem, ensuring compliance with your policies.
Yes. With BYOA, you can integrate your proprietary agents into the ClerX system.
Yes. The agentic system is designed to scale with your business and handle high transaction volumes with ease.
