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 realization by reducing manual activities, minimizing delays, and ensuring consistent, accurate, and compliant financial execution.
Tasks this assistant can help with:
Collection worklist
- Focusing collections agents on the most critical accounts
- Providing account background information
- Surfacing next-best-action recommendations
- Preparing and sending out customer communication
Dispute management
- Creating disputes from customer communications
- Extracting key information and identifying root causes using AI
- 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
Subscription management
- Identifying contract and billing anomalies
- Executing validated corrections to preserve customer trust
- Automating customer communications
Example use cases for this assistant:
- Overdue account monitoring and daily accounts receivable management
- AI‑driven prioritization 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
- Quick 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 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 while 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 specialized 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
Surfaces outstanding dispute cases with full context and recommends the next-best action to resolve them faster.
Collection Account Preparation Agent
Delivers instant account insights to help collectors prepare for customer calls and drive faster payment commitments.
Receivable Account Analysis Agent
Gives AR accountants full visibility into balances, invoices, aging, disputes, and dunning levels.
Collections Email Outreach Agent
Sends personalized customer emails to collect outstanding receivables.
Case Preparation Agent
Extracts context from SAP Billing and Revenue Innovation Management to create a case.
Case Processing Agent
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 Execution Agent
Orchestrates subscription invoice corrections by detecting issues, recommending actions, and executing compliant fixes.
Collection Insights Agent
Recommends next-best actions prioritized by cash impact, business policies, and customer insights.
Dunning Insights Agent
Analyzes payment history to provide insights and recommendations for accounts receivable accountants.
Explore more financial management assistants
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Accounts Payable Assistant
Resolve payment exceptions, reconcile vendors, and turn AP into a self-optimizing capability.
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Billing Assistant
Prevent billing errors, resolve posting issues faster, and deliver accurate invoices.
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Cash and Treasury Assistant
Optimize and control liquidity with intelligent positioning, forecasting, and bank insights to fund operations and prevent risk.
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Move your accounts receivable forward
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