Mark Sheldon

Order-to-Cash (O2C) is a critical lever for working capital optimization, but traditional automation has hit its limits. The next leap is Agentic AI: goal-driven agents that can make contextual decisions, execute workflows, and improve with each interaction.

In this session, United Rentals and United Site Services share how they are moving from AI that accelerates decisions to AI agents that execute outreach and follow-up within defined guardrails.

• United Rentals discusses how they modernized their legacy collections platform, built risk-based segmentation and dynamic workflows, and is expanding from email automation toward agentic calling to increase coverage. All of this while keeping a focus on United Rentals’ signature customer experience.
• United Site Services shares practical learnings from modernizing collections operations, improving focus on higher value work, and establishing governance to scale AI-led actions.
• The session concludes with an overview of Sidetrade’s OTC Intelligence Platform, showing how finance teams evolve from prebuilt agents to configurable agents and conversational, on-demand AI that drives faster cash outcomes while keeping humans focused on exceptions and relationships.

Key takeaways

• A practical maturity curve from automation to GenAI to agentic execution in Order-to-Cash
• What the human-AI interaction looks like in day-to-day collections operations
• Governance essentials for scaling autonomous outreach
• What is new in Sidetrade’s OTC Intelligence Platform and how it enables configurable agents and on-demand O2C answers and action