AI Agents in Order to Cash: Use Cases & Best Practices
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As organizations strive to modernize their Order-to-Cash (O2C) workflows, the integration of AI agents is creating a transformative new frontier for automation and intelligence. Traditional back-office finance processes, often complex and manual, are prime candidates for intelligent automation that not only accelerates operations but also enhances accuracy, compliance, and strategic decision-making. In this session, Veena Gundavelli, CEO & Founder of Emagia, will draw from extensive industry experience to showcase real-world use cases where AI agents are effectively applied across critical O2C functions. You will learn how these autonomous agents streamline routine tasks and enable finance teams to focus on higher-value activities.
Key topics include:
- Practical deployment of AI agents in credit risk assessment to prioritize high-risk accounts and mitigate financial exposure.
- Intelligent escalation of exceptions, ensuring timely intervention for complex cases without bottlenecks.
- Seamless integration with existing enterprise systems to maintain data integrity, transparency, and full audit trails.
- Strategies to pilot and scale AI agents in back-office finance operations with a focus on measurable ROI.
- Real-life case studies and lessons learned from organizations adopting AI-driven O2C automation.
CPE Credits
To earn CPE credits, the learner is expected to: - Attend a minimum of 50 mins of the webinar - Participate in at least two polls SSON is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. |
This webinar is eligible for 1.0 CPE credits in the NASBA field of study, Information Technology – Technical. Speakers
Veena Gundavelli
Founder & CEO
Emagia
Veena Gundavelli is a Silicon Valley-based tech innovator and entrepreneur with over 20 years of experience in the software industry. She is the founder and CEO of Emagia, a leading provider of cloud-based autonomous finance solutions that leverage advanced technologies such as artificial intelligence, machine learning, and predictive analytics. She has been recognized for her contributions to the tech industry with numerous awards and honors, including being named one of the "Top 50 CEOs in AI 2021" and a finalist for "Entrepreneur of the Year 2019" by WIT Silicon Valley. She was also awarded "Innovator of the Year" by the Women in IT Awards in 2018, and twice awarded "Trailblazer of the Year" by Forum of Women Entrepreneurs (FWE). Veena was also recognized as a "Woman of Distinction in Technology" by the Silicon Valley Business Journal.
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