We’ve developed the new Serrala Finance Platform to create the perfect architecture for CFOs looking to complete their organization’s journey to autonomous finance. A single working capital intelligence hub that provides the foundation to bring AR, AP, payments, and treasury workflows together in a flexible system that adapts to individual organizations’ digital transformation roadmaps while enabling AI integration in every single process.
It’s based on our experiences of both the ongoing project of digital transformation in finance and the areas in which our customers are already seeing genuine use cases for AI that bridge the gap to fully autonomous operations.
Most importantly, the Platform is designed to make the kind of data clarity and quality necessary to leverage AI for autonomous processes simpler for organizations to achieve. We leave storage to your ERP—after all, that’s what it’s designed for—and allow every part of the finance department to access it to automate workflows, accelerate decisions, and deliver measurable ROI.
This allows us to provide the integrated architecture to deploy all AI use cases in a way that ensures total and seamless operational efficiency while still providing complete choice and flexibility as to which parts of the offering your organization uses (and pays for) at every stage of your transformation journey.
Whatever your current automation roadmap or tactical needs, the Serrala Finance Platform empowers your organization to start with the workflows you need today, then expand as your needs grow and your transformation plans mature.
And to sweeten the deal: rather than getting more difficult to manage as you scale your use, the Platform makes finance simpler to manage, orchestrate, and automate as you invest.
What does the Serrala Finance Platform make possible?
Finance that runs itself
The Platform is built to deliver measurable results: 99% automated cash application, 80% faster invoice processing, faster AP approvals, and total visibility into working capital.
It embeds AI in all processes, and leverages data from all sources for instant insight and process automation across AR, AP, and payments. One connected data layer for predictive insights and benchmarking. Real-time intelligence replaces after-the-fact reporting.
This supports our overall vision for finance automation and strategic empowerment of finance leaders. Today, we deliver next-level automation. Tomorrow, we go beyond—continuously advancing KPIs for the office of the CFO.
One experience, total control
The Serrala Finance Platform provides connected visibility across all AR, AP, and payment operations processes. That means smarter insights, smoother workflows, and increased flexibility and agility in working capital application.
This connected real-time visibility provides a single command center for cash, invoices, and payments—giving finance leaders instant clarity and total control.
It also allows CFOs to leverage Serrala as their one automation partner for finance processes. With unified support, planning, documentation, and strategic advisory capacity to ensure success every step of the way.
Limitless flexibility on your terms
Because the Platform is designed to allow you to incorporate new automations as you need them, it empowers you to deploy on your own terms and roadmap. This includes the choice between cloud, hybrid, and SAP-embedded implementations that integrate seamlessly with your existing ERPs to extend automation capacity.
You can also scale capability and capacity at your own pace. Start with the workflows you need today, then expand as needs grow. Add new modules or AI-driven insights without disruption.
And innovation is built in. Embedded cloud services allow us to predictably upgrade your deployment with continuous enhancements, new capabilities, and extra support as your organization scales.
What does this mean for your finance operations?
This model creates significant advantages across AR, AP, and payments processes.
In AR, it allows your teams—in cash application, collections, and credit and risk management—access to embedded AI capabilities that analyze incoming transactions. Allowing your systems to learn and predict expected payment dates based on past customer payment behavior. This means higher accuracy for cash flow prediction, more confident scenario planning, and more efficient collection strategies.
Our O2C AI Agent combines payment data with open item information to propose smart allocations to reduce manual effort for payment exceptions. Our Credit Insights Assistant provides real-time insights and visualizations to enable more efficient credit decisions and monitoring. Your colleagues can quickly explore risk, trends, and portfolio performance and make flexible decisions within pre-set limits without waiting for approval on every single agreement.
Cloud-based remittance capture and instant connectivity to online portals and marketplaces for remittance retrieval drives high straight-through processing across all formats and contributes to near 100% automation of cash application. We further support this with intelligent PSP reconciliation automation which seamlessly handles importing, matching, and posting of provider data, and lockbox enrichment for the North American market that leverages AI-powered check processing automation.
Our customer portal provides a secure, self-service platform where customers can view and pay invoices online, expediting collections and improving cash flow. Our customers see 40% fewer support tickets for billing and payment issues and up to 25% reduction in Days Sales Outstanding (DSO) from this function alone.
And on top of that, pay by link capacity makes receiving payments even easier, making it simple for your collections teams to generate secure, one-click payment links for easy online payments via cards or digital wallets.
In AP, AI-powered invoice capture capabilities make it possible for you to instantly import supplier invoice data with AI—no matter the format. This eliminates most of the manual work associated with AP processes and creates a single, centralized hub that allows for seamless validation of invoice header and line-item data.
RPA and ML rulesets dynamically route invoices for processing based on historical postings, vendor behavior, or invoice data. Only those invoices that require human input or extra approval ever make it to the team; everything else is 100% touchless, 100% automated. Our solutions also automatically assign accounting codes to non-PO invoices to further alleviate strain on individual AP operators.
And our intuitive supplier portal provides a secure and simple way for your vendors to submit and view invoices, get status updates on pending payments in real time, and take advantage of any dynamic discounting agreements, which the system can also manage automatically.
This helps your teams support supplier liquidity, strengthen relationships, and prevent disputes before they start.
The Serrala Finance Platform also supports e-invoicing infrastructure for a growing number of countries. Letting you effortlessly connect to government portals to exchange e-invoices according to different mandates, formats, and reporting and continuous compliance rules.
In payments, the Platform provides seamless access to enhanced security and monitoring, with AI-optimized fraud detection for all payment transactions, dynamic sanction screening services, and automated account pre-validation that ensures all your incoming and outgoing transactions are up to date with regulatory compliance changes like EU Verification of Payee.
Hosted bank connectivity and communications allow for fast and efficient operations within a single working environment, and built-in approval workflows, audit trails, and compliance reporting enhance financial transparency and regulatory adherence beyond SAP’s standard capabilities.
All of this is supported by Serrala Analytics, which provides insights into collections
performance, customer behavior and profitability, supplier relations and spending trends, and identifies areas for continuous improvement while creating a new baseline for pattern recognition and fast, smart reporting.
All suites within the Serrala portfolio also support Microsoft Teams integration, making it possible to get posting approval for AR, approve invoices and handle exceptions in AP, and get payments approvals instantly. All while supporting real time, AI-assisted insight into performance on any metric at the touch of a button.
Which adds up to reduced IT dependence, instant clarity, complete working capital intelligence, and full control. From a single partner, with unified support, and one clear roadmap.
The Serrala Finance Platform doesn’t just bridge automation gaps for SAP or any other ERP. It makes autonomous finance a reality. Through proven AI use cases, real-time processing and transparency, and a lean user experience. We can take you through every step of the journey, from manual, to predictive, to autonomous finance.
How can Serrala help your organization integrate finance automation with your existing ERP investment to leverage the power of AI and autonomous finance?
At Serrala, we’ve been helping CFOs and their teams automate finance operations for over 40 years. It’s our job to help you integrate new technologies within your organization in a way that makes sense both for your challenges and their capabilities.
This means our solutions empower your organization to start with the workflows you need today, then expand as your needs grow and your transformation plans mature.
If you’re ready to learn more, check out our full report on the Road to Autonomous Finance here, or get in touch with a Serrala expert today to book a demo.
