AUTONOMOUS FINANCE
Accounts Receivable Assistant
Prepare collection calls, automate dispute resolution, and provide a 360-degree customer view—helping finance teams drive revenue conversion and cash flow.
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Overview
The Accounts Receivable Assistant helps teams accelerate cash collection, resolve disputes efficiently, and manage credit risk proactively. It improves operational efficiency and accelerates cash realisation by reducing manual activities, minimising delays, and ensuring consistent, accurate, and compliant financial execution.
Tasks this assistant can help with:
Collections worklist
- Focusing collections agents on the most critical accounts
- Providing account background information
- Presenting next-best-action recommendations
- Preparing and sending out customer communications
Dispute management
- Raising disputes from customer communications
- Extracting key information and identifying root causes using AI
- Prioritising and routing cases for resolution
- Collaborating across departments to resolve disputes more quickly
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
Subscription management
- Identifying contract and invoicing anomalies
- Implementing validated corrections to maintain customer trust
- Automating customer communications
Example use cases for this assistant:
- Overdue account monitoring and daily accounts receivable management
- AI‑driven prioritisation of daily AR activities
- Customer invoice dispute creation and resolution
- Customer call preparation with full account context and next-best actions
- Promise-to-pay capture and follow-up tracking
- Prompt error resolution with invoice correction and rebilling for subscription contracts
Benefits
Accelerated cash collection
AI-driven insights and next-best-action recommendations help collectors focus on the right overdue accounts at the right time, speeding up cash recovery and reducing DSO.
Complete customer account context
A consolidated view of overdue items, balances, disputes, and contact history gives collectors the full picture for more effective conversations and faster payment commitments.
Faster dispute resolution and cash release
Automated root‑cause identification and guided resolution steps shorten dispute cycles, freeing blocked cash whilst improving customer satisfaction.
Efficient management of high-volume invoice contracts
Increased payment automation and invoice accuracy avoids downstream corrections and prevents revenue leakage and delays.
Agents used by this assistant
Use the Accounts Receivable Assistant to orchestrate specialised AI agents, including Joule Agents that apply SAP’s process expertise or custom agents you create.
Dispute Creation Agent
Creates dispute cases from emails and Joule prompts and validates documents and duplicates.
Dispute Resolution Agent
Highlights outstanding dispute cases with full context and recommends the most appropriate next action to resolve them more quickly.
Collection Account Preparation Agent
Provides instant account insights to help collectors prepare for customer calls and secure faster payment commitments.
Receivables Account Analysis Agent
Provides AR accountants with complete visibility into balances, invoices, ageing, disputes, and dunning levels.
Collections Email Outreach Agent
Sends personalised customer emails to collect outstanding receivables.
Case Preparation Officer
Extracts context from SAP Billing and Revenue Innovation Management to create a case.
Case Handling Officer
Automates case execution for resolution in SAP Billing and Revenue Innovation Management.
Subscription Lifecycle Agent
Manages subscription contract changes by recommending actions and ensuring compliant updates.
Invoice Processing Agent
Orchestrates subscription invoice corrections by detecting issues, recommending actions, and executing compliant fixes.
Collection Insights Agent
Recommends next-best actions prioritised by cash impact, business policies, and customer insights.
Dunning Insights Agent
Analyses payment history to provide insights and recommendations for accounts receivable accountants.
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Billing Assistant
Prevent billing errors, resolve posting issues more quickly, and deliver accurate invoices.
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Cash and Treasury Assistant
Optimise and control liquidity with intelligent positioning, forecasting, and bank insights to fund operations and prevent risk.
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Advance your accounts receivable
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