Unlocking the Future of AR: Agentic AI Agents in Action

From AR automation to autonomous finance

Accounts receivable teams are under pressure to improve cash flow and productivity while managing growing workloads with fewer resources. Traditional automation has helped streamline repetitive tasks, but exceptions, unstructured data, and complex decisions still require significant manual effort.

Agentic AI changes what can be automated. Instead of simply following predefined rules, AI agents can understand goals, analyze context, determine next steps, and take action across finance workflows, with humans maintaining control and oversight.

In this on-demand session, Serrala explores how Agentic AI is reshaping Accounts Receivable, with practical examples across collections and cash application.

See how AI agents can help prioritize collections, manage customer communications, and resolve unmatched payments while reducing manual effort and enabling AR teams to focus on higher-value work.

What you’ll discover in this session:

• How Agentic AI moves AR beyond rule-based automation toward goal-driven, autonomous workflows
• How AI can predict and prioritize collections and support faster, more effective customer communication
• How AI agents can investigate unmatched payments and recommend matches with confidence and reasoning
• Best practices for introducing Agentic AI gradually, with human oversight, clear guardrails, and measurable outcomes