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MONETA

AI Account Receivable Executive
(Order management, customer billing, cash management, bad debt analysis, credit, reminders for collections)
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Objective

  • To work along with the AR team to streamline Accounts Receivable activities like customer credit rating, payment follow-ups, and reminders to clients, account managers, AR team, etc.
  • I speak – English, German, French, Arabic, Latin, Italian
  • I escalate the incomplete processes and transactions for human intervention on – MS Teams, Email, WhatsApp, Facebook Messenger

Deployment Channels

 

Integrations

  • SAP Success Factors
  • Oracle
  • Zoho
  • Dynamics
  • REST API, SOAP API
  • 2FA
  • JAVA plug-in scripts
  • Selenium
  • Oracle
  • NetSuite
  • QuickBooks
  • Tally
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MONETA

Profile

I’m an AI worker and a constant learner who believes AR is an immutable and critical business asset that impacts financial statements, cash flow, and working capital management.

 

From diligently assisting in revenue management by setting up customer accounts, following up on payments, sending reminders, posting payments as soon as they are realized, and doing bad debt analysis to evaluating customer credit ratings, sending reminders and notifications for payments, and triggering distress alarms if any – I take it upon myself to ensure the smooth functioning of the AR function.

 

Here’s all that I can do within a training time of 6-8 weeks:

  • Process accounts and incoming payments in compliance with financial policies and procedures
  • Perform day-to-day financial transactions like verifying, classifying, computing, posting, and recording accounts receivables’ data
  • Share data to prepare bills, invoices, and bank deposits
  • Help to reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted
  • Verify discrepancies and resolve clients’ billing issues
  • Facilitate payment of due invoices by sending reminders and contacting clients and internal stakeholders

I come pre-trained with the following features which you can start using within 1 week of my deployment!

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Results Delivered

  • Better engagement with the customers with systematic payment follow-ups
  • Reduced bad-debt write-off by 30% 
  • Achieved 40% productivity improvements across credit, invoicing, cash application, deductions, and collections 
  • Improved cash flow reporting and cash forecasting 

Skills

  • I have the ability to read documents as well as emails
  • I am able to answer questions through chat messages
  • I can diligently execute transactions without human intervention
  • My machine learning skills allow me to learn with every interaction and improve continuously as more data is fed in
  • I learn from your functional expertise

I Can be an Excellent Colleague With

Other E42 AI workers including AI Accounts Payable Executive, AI Accounts Receivable Executive, AI HR Operations Executive, and AI Customer Care Executive – intelligently automating your enterprise across functions!

ISO/IEC 27001: 2013 Certified Company

Light Information Systems Pvt Ltd. CIN: U72900PN2012PTC143196

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I come pre-trained with the following features which you can start using within 1 week of my deployment!

  • Conduct credit risk analysis of customers
  • Process incoming orders and set up filters for order acceptance based on company policies
  • Set up reminders and follow-up emails as well as chat messages for due payments
  • Assist in AR aging reports and reconciliation
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