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.
Speakers
Ken Anderson
VP of Sales, NA
Serrala
Ken brings extensive experience helping organizations modernize finance operations through intelligent automation. With a strong understanding of the challenges facing the Office of the CFO, he works with finance leaders to identify opportunities to streamline processes, improve efficiency, and drive measurable business outcomes.
Tyler Thompson
Senior Account Executive
Serrala
Tyler brings expertise in financial technology and intelligent automation, helping organizations transform how their finance teams operate. He focuses on demonstrating how innovative solutions can simplify complex workflows, reduce manual effort, and empower the Office of the CFO to work more strategically and efficiently.
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