Receivables and Collections Agent
Chases distributor receivables, prioritized by risk and overdue value.
removesCash stuck in receivables nobody is chasing.
All workflows
Commercial finance & controls
Controls that run continuously, not at month-end.
FMCG finance is high transaction volume under constant margin pressure: claims, deductions, distributor balances, receivables, accruals. The agentic controls workflow matches every transaction to what was agreed, prepares the reconciliation, and escalates only the exceptions that need a human decision.
Agentic Financial Controls Workflow
- AgentIngestInvoices, claims, deductions land
- AgentMatchAgainst terms, orders, execution
- AgentDetectExceptions and leakage isolated
- AgentPrepareReconciliation and case built
- Human approvalApproveFinance decides the exceptions
- AgentPostSettled and posted with audit trail
- AgentLearnPatterns feed tighter controls
One run, end to end
Distributor invoice to reconciled
Leakage hides in the gap between what was agreed and what actually happened. Watch one distributor invoice travel from arrival to a reconciled account with the audit trail intact.
Distributor invoice to reconciled
An invoice lands from a distributor. Agents match, check credit, post, and reconcile the account, with the audit trail intact.
Manual
56 min
Agentic
2 min
28xfaster
Invoice and Tax Agentstep 1/5
Invoice received from distributor, matched against open orders.
Inside the workflow
The agents are components. The workflow is the unit.
These are the agents that typically operate inside this workflow. Yours will differ in detail; each one exists to serve the workflow's outcome, not to be a product of its own.
Distributor Reconciliation Agent
Reconciles sell-in, payments, and balances continuously.
removesDistributor reconciliation done monthly by hand.
Trade-Spend Reconciliation Agent
Matches spend, accruals, and deductions to actual promo execution.
removesTrade spend leaking with no audit trail.
Credit and Risk Agent
Monitors distributor credit limits and exposure in real time.
removesCredit surprises in a volatile market.
Pricing and Margin Agent
Recalculates price lists and margins as input costs shift.
removesPrices that lag cost moves and quietly destroy margin.
Invoice and Tax Agent
Processes B2B invoices and VAT/tax handling at scale.
removesHigh invoice volume burying the finance team.
Management Reporting Agent
Produces the weekly sales, spend, and cash numbers on schedule.
removesWeekly reports stitched together by hand.
Systems
Where execution happens.
The workflow connects to the systems you already run. Yours not listed? It almost certainly connects.
SAPOracleMicrosoft DynamicsExact OnlineExcelBanking portalsDMS
Measurement
What this workflow is accountable for.
Outcome categories, measured against your own baseline. Never a promised number.
- Reconciliation time
- Leakage
- Dispute resolution
- Outstanding receivables
- Exception volume
distributor accounts reconciled continuously and receivables chased on time, with a full audit trail behind every number.
Is this the workflow worth transforming first?
The Workflow Audit answers that with your own economics: what the workflow costs today, what an agentic version could be worth, and what production requires.
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