Beyond the Aging Report: A Practical Path to AI-Powered Receivables
Most collectors still start the day by exporting an aging report, sorting by balance or days past due, and deciding who to contact. This demo shows how Serrala's Cloud AR helps shift that work from manual list-building to AI-assisted prioritization and guided action.
You'll see how collectors can prioritize accounts using risk, aging, customer behavior, and collection context, then work from a focused daily queue with recommended next actions. From there, we follow the receivables workflow end to end: automate and personalize dunning, capture and route disputes and deductions, track promises to pay and follow-up tasks, and match incoming payments and remittance information to open invoices with exception-based review.
Cloud AR is designed to complement existing ERP environments, including SAP, Oracle NetSuite, Sage. Microsoft Dynamics and other leading ERPs, so finance teams can modernize collections, cash application, and customer self-service without replacing their system of record.
In this session, you'll learn how to:
- Start with an AI-prioritized worklist: See how collectors can move beyond a static aging report to a daily queue that considers risk, aging, payment behavior, value, and workflow context, with visibility into why an account is prioritized.
- Move disputes, deductions, and promises to pay into the workflow: See how exceptions are captured, assigned, tracked, and connected to collection activity so collectors know what is blocking payment and who owns the next action.
- Automate routine cash matching and focus on exceptions: See how Cloud AR combines payment and remittance data to match open items, including cases where remittance arrives separately, while routing unresolved items for review.
Attendees will leave with a practical view of how AI can increase collector capacity, reduce manual effort, improve visibility across receivables, and support faster cash conversion and lower DSO.
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