Accelerating Global Collections with AI

Overview

A global financial services provider managing high-volume accounts receivable across international markets needed to modernize collections, improve operational efficiency, and accelerate cash flow. The company sought a scalable, AI-powered solution to connect legacy financial operations with Oracle ERP and streamline collection workflows.

Business Complexity

Manual collection workflows slowed invoice follow-ups and limited visibility into outstanding receivables. Teams struggled to manage high volumes of customer emails, prioritize overdue invoices, and coordinate follow-ups across international markets, creating operational bottlenecks that delayed collections and tied up working capital.

Action

  • Integrated Oracle ERP: Connected AI agents to Oracle ERP to retrieve financial data and support automated collection overflows.
  • Automated Email Classification: Used AI to classify incoming customer emails by intent, helping teams route inquiries and accelerate resolution.
  • Prioritized Collections: Combined invoice aging analytics with priority flags to surface overdue balances and high-risk accounts.
  • Centralized Receivables Visibility: Built a dashboard to track collection status, outstanding balances, payment trends, high-risk customers, and inbound mail activity.
  • Streamlined Customer Follow-Ups: Provided an invoice-level view of customer status with AI-generated email suggestions to support timely, consistent collection communications.

Tech Stack

  • Oracle ERP Cloud / NetSuite
  • OpenAI / Azure OpenAI
  • Python & FastAPI
  • React / Next.js
  • PostgreSQL

Impact

  • Improved Efficiency: Automated workflows reduce manual accounts receivable tasks.
  • Human-AI Collaboration: Combines AI-driven speed and precision with human oversight
  • Proactive Exception Handling: Flags issues and reduces unnecessary customer follow-ups.
  • Data-Driven Collections: Centralizes receivables data to support scalable collection operations.
  • Prioritized Follow-Ups: Highlights high-priority invoices and streamlines customer communications.