AI Accounts Receivable Automation

Traditional accounting is dead. Automate AR to collect faster and forecast cash with clarity.

Our AI in accounts receivable service accelerates cash, stabilizes
collections, and improves visibility. We automate cash application, prioritize dunning, and strengthen credit risk controls. We integrate with your ledger and payment rails. If you seek accounts receivable automation ai, we deliver lower DSO, better CEI, and audit‑ready histories without adding headcount.

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Trusted by Partners Worldwide

Who We Serve

We support high‑invoice‑volume teams that want faster cash and predictable collections. We work with software, logistics, retail, healthcare, education, field services, and professional services. We handle subscription billing, milestone invoices, and complex remittances.

Companies with 200–15,000 invoices per month.
Card, ACH, wires, lockbox, and PSP remittances.
Multi‑entity and multi‑currency ledgers.
Subscription, usage‑based, or project billing models.
Dispute and deduction‑prone categories needing discipline.

What Is AI in Accounts Receivable?

AI for accounts receivable auto‑matches payments, enriches remittances, and reconciles exceptions. It scores accounts, prioritizes outreach, and generates compliant dunning. It predicts collections and highlights risk. Your team manages relationships and escalations while automation handles the heavy lifting.

Benefits of AR Automation

Scope of Work and Deliverables

CASH APPLICATION

Multi‑rail ingestion: bank files, lockbox, PSP exports, and remittance emails.
Entity, customer, and invoice matching with confidence scoring.
Short‑pay, over‑pay, and multi‑invoice allocations with rules and notes.
Daily applied‑cash reports and unresolved items queue.

COLLECTIONS & DUNNING

Risk‑weighted account lists and contact cadences by segment.
Compliant dunning templates with tone and timing controls.
Promise‑to‑pay tracking, follow‑up tasks, and dispute workflows.
Escalation paths with approvals and customer history context.

CREDIT & RISK

Credit scoring model using payment history, disputes, and external signals.
Automated credit‑limit proposals with human approval checkpoints.
High‑risk account monitoring and alerting with portfolio view.

FORECASTING & REPORTING

Collections forecasts by week and month with confidence bands.
DSO, CEI, bad‑debt ratio, and aging heatmaps with drill‑through.
Dispute reasons and root‑cause analysis with remediation tasks.

DISPUTES & DEDUCTIONS

Intake and categorization by reason code.
Evidence collection, SLA timers, and ownership assignment.
Auto‑close rules for de minimis amounts and customer credits.

CUSTOMER EXPERIENCE

Statements and portals with invoice copies and payment options.
Remittance guides, payment links, and self‑service receipts.
Dedicated mailbox and ticket routing with SLAs.

SLAs & KPIs

Cash‑app timeliness: target same‑day posting for standard remittances.
DSO reduction target based on baseline and mix.
CEI lift, aged‑over‑90 reduction, and dispute cycle‑time goals.
Weekly exception reviews and monthly performance reports.

Examples of AR Workflows

Lockbox + Email Remittance

Parse lockbox files and remittance PDFs.
Match by invoice, PO, amount, and customer reference.
Route exceptions with suggested allocations.

Enterprise Accounts & Milestones

Milestone invoice verification and acceptance checks.
Escalation playbooks for approvals and disputes.
Executive‑level aging summaries with commentary.

Subscription Billing & Renewals

Auto‑charge cards or send smart reminders before renewal.
Pause outreach during open disputes to protect relationships.
Renewal forecast and churn risk signals.

Chargebacks and Short‑Pays

Detect chargebacks quickly and gather evidence.
Assign task owners and deadlines.
Auto‑issue credit memos within policy thresholds.

Need stronger intake and coding upstream? Connect for AI Accounts Payable Automation.

Success Stories

Representative outcomes from recent AR programs. Results vary by systems, payer mix, and scope.

NovaGrid Energy Services

Challenge: Complex remittances and slow cash application.
Solution: Remittance parsing, multi‑invoice allocations, and exception queues.
Outcomes: Same‑day posting achieved; aging‑over‑90 decreased significantly

Marina Outfitters (Wholesale)

Challenge: Late payments and frequent short‑pay disputes.
Solution: Risk‑weighted dunning and structured dispute playbooks.
Outcomes: DSO dropped;
dispute cycle time shortened
materially.

WillowPath Consulting

Challenge: Unpredictable
renewals and cash swings.
Solution: Renewal reminders, credit checks, and behavioral scoring.
Outcomes: Renewals stabilized; forecast accuracy improved.

Want the details? See our case studies or book a discovery call.

What Our Customers Say

Kevin Walker

CFO of LIT

PrometAI helped us cut our close timeline without sacrificing control. The pilots paid for themselves quickly.

Aaron Mirsky

PM at Rainmaker Group

Our cash‑app backlog vanished. Posting happens the same day, and exceptions are clear.

Tigran M.

VP of Vinance at Case-Mate

Discounts finally land because invoices move fast and clean.

Tools, Integrations, and Platforms

We remain vendor‑agnostic. We integrate cash‑app engines, collections platforms, CRMs, and data sources with your GL. We connect banks, PSPs, lockboxes, and customer portals.

Bank file ingestion, remittance parsing, and confidence scores.
Collections workbench with tasks, notes, and call outcomes.
CRM and ticketing integrations for shared context.
Customer portals, statements, and payment links.
Role‑based access, activity logs, and reporting APIs.

Selecting systems now? Connect for AI Accounting Software: Selection, Setup & Migration

Security, Privacy, and Compliance

Least‑privilege access and role‑based permissions.
Encryption in transit and at rest for sensitive vendor data.
Retention and deletion policies you can audit.
Prompt logs, activity trails, and human‑in‑the‑loop reviews.
Documentation mapped to your control framework.

Pricing and Packages

Pricing depends on invoice volume, payment rails, entities, dispute complexity, and integration needs.

FAQs: AI Accounts Receivable

What is ai in accounts receivable?

AI matches payments, scores accounts, prioritizes outreach, predicts collections, and maintains audit trails.

How do you reduce DSO?

We prioritize accounts by risk and value, automate reminders, resolve disputes faster, and tighten credit policies.

What is CEI and why does it matter?

CEI (Collection Effectiveness Index) measures how completely you collected accounts. Higher CEI means stronger performance.

Can you handle complex remittances and short‑pays?

Yes. We parse email attachments and bank files, then allocate short‑pays with notes and approvals.

Do you integrate with our GL, CRM, and banks?

Yes. We connect ledgers, CRMs, banks, PSPs, and lockboxes. We preserve links to documents.

Will automation replace our collectors?

No. Automation ranks accounts and drafts messages. Your team manages conversations and escalations.

How accurate are the forecasts?

Forecasts improve with data history. We show confidence bands and track error to keep improving.

Can you support customer portals and self‑service?

Yes. We enable statements, invoice copies, payment links, and remittance guidance.

What metrics do you track monthly?

DSO, CEI, aging buckets, dispute counts, bad‑debt ratio, promise‑to‑pay hits, and forecast error.

How fast can we pilot accounts receivable automation ai?

Most teams pilot within weeks, then roll out by segment, business unit, or region.

Related Services

AI in Accounting Consulting & Implementation

AI Accounting Software: Selection, Setup & Migration

AI Bookkeeping Services for Small Business

AI Accounts Payable Automation

Traditional accounting is dead. Ready to choose and launch the right platform? Book a discovery call. We will review your goals and propose a clear next step.