Andre Powell

Order-to-Cash (O2C) has always been a critical lever for working capital optimization—but the boundaries of traditional automation have been reached. The next leap forward is Agentic AI: autonomous, goal-driven AI agents capable of making contextual decisions, executing complex workflows, and self-improving with every transaction. Learn how a national rental equipment company found its account teams drowning in volume and complexity, with a disproportionate number of resources consumed by the top three customers while thousands of other accounts with high-value invoices were left to wait. They turned to Sidetrade’s AI Collection agent Aimie to accelerate collections and improve cashflow. Implementing a practical approach, you’ll hear how AI Collection Agent Aimie identified 1000s of national accounts based on invoice value and risk, handling outreach, follow-ups, summarization, and next-best actions—so human collection analysts focused on escalations and relationship work. Next, we will explore how Agentic AI continue to transform O2C into a dynamic, predictive, and customer-centric function to drive accelerated cash flow, reduce DSO, and free finance talent to focus on strategic growth and stakeholder relationships. 

Key Takeaways: 

• Agentic AI Defined: What makes it fundamentally different from RPA, rules-based automation, and predictive analytics
• Prioritize with precision: How to automatically select and segment accounts by invoice value and risk so AI agents target the highest-impact work first
• Real-World Impact: Insights from early adopters achieving double-digit DSO reductions, exponential collector productivity gains, and improved customer experience scores 
• Design the AI–human handshake: Proven workflows where agents drive outreach and follow-ups while collectors handle exceptions, escalations, and relationships
• Future Trajectory: How Agentic AI will expand to transform the full credit-to-cash ecosystem—including dynamic risk scoring, dispute prevention, and enhanced customer engagement