Overview

The Recurring Receivables Assistant helps finance teams automate and optimize the order-to-cash process for recurring billing and subscription-based business models. It helps you protect and grow revenue by deploying finance agents that accelerate cash collection, resolve disputes, and identify and mitigate financial risks. In addition, the assistant ensures accurate, compliant financial operations for your recurring orders, invoices, and accounts receivable management.

Tasks this assistant can help with:

Convergent invoicing

• Proposing an invoicing method based on the required correction or execution scenario
• Triggering invoice reprint, cancellation, credit, and rebill processes to correct errors, regenerate outputs, and support accurate billing
• Processing invoice corrections accurately and in compliance

Subscription management

• Identifying contract and billing anomalies
• Executing validated corrections to preserve customer trust
• Automating customer communications

Collection worklist

• Focusing collections agents on the most critical accounts
• Providing account background information
• Surfacing next-best-action recommendations
• Preparing and sending customer communications

Dispute management

• Creating disputes from customer communications
• Extracting key information and identifying root causes
• Prioritizing and routing cases for resolution
• Collaborating across departments to resolve disputes faster

Customer account insight

• Providing a 360-degree view of customer accounts
• Displaying overdue items, balances, dispute cases, promises to pay, resubmissions, and contact history in one place
• Supporting informed customer conversations

Example use cases for this assistant:

• Identifying order or contract anomalies and automating corrections, updates, and reprocessing workflows
• Improving invoice accuracy across high-volume operations, increasing on-time payments and minimizing disputes
• Monitoring overdue accounts and daily accounts receivable
• Prioritizing daily accounts receivable activities
• Resolving customer invoice disputes
• Preparing customer communications with full account context and next steps
• Capturing and tracking promise‑to‑pay agreements
• Automating payments for partners, revenue shares, royalties, commissions, and discounts

Benefits

Accelerate cash collection
Expedite cash recovery and reduce DSO through AI-driven insights and next-best-action recommendations. Collectors can focus on the right overdue accounts at the right time.

Gain complete customer account visibility
Collectors see the full account context for more effective conversations and faster payment commitments. This consolidated view shows overdue items, balances, disputes, and interactions.

Improve efficiency of high-volume transactions
Avoid downstream corrections, support revenue growth, and prevent revenue leakage with earlier risk detection and increased invoice accuracy.

Resolve disputes faster
Free blocked cash while improving customer satisfaction through automated root‑cause identification and guided resolution.

Agents used by this assistant

Use the Recurring Receivables Assistant to coordinate specialized AI agents, including Joule Agents that apply SAP's process expertise or custom agents you create.

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Move your recurring receivables forward