Order placed. Revenue recognized. Every step logged.
Governed agents capture orders, match payments to invoices and post to your ERP, so Days Sales Outstanding drops and CRM-to-ERP reconciliation stops eating your week. Credit holds and discounts above your limit go to a person.
The friction cost
Traditional O2C automation handles the easy orders. The rest, non-standard discounts, credit holds, address mismatches, break the workflow and land on someone's desk. Every exception is a manual review. Every manual review adds days to DSO. At scale, the backlog becomes the process.
Zero-entry logistics
Stop losing your finance team to manual "spreadsheet archaeology." Agents use OCR and LLM reasoning to read inbound orders from PDFs, CSVs and unstructured emails, validate them against your price books and create the sales order in SAP or Oracle. Engini eliminates 96% of manual processing time, and every entry is logged with its source document.
Automated contract validation
Errors in the O2C lifecycle are not random, they are operational gaps. Agents cross-check signed contracts against ERP sales orders in real time and catch discrepancies before they reach the balance sheet. If a discount is missed or a credit hold triggers, the agent fixes what your rules allow and sends the rest to an approver as a structured Decision Brief. Seconds, not days.
Informed by default
A delayed shipment shouldn't become a support ticket. Engini monitors FedEx, UPS and other logistics connectors and notifies customers via Slack or email the moment a delay is detected, updated ETA included. No ticket queue. No surprises.
Elevate Order-to-Cash with Governed Agents
Integrate your ERP & CRM
Sync customer records, invoices and billing data between Salesforce and your ERP, SAP, NetSuite or both, so your O2C process runs on a single source of truth. No manual exports, and every sync is logged.
Build bi-directional data flows for customer and product data
Keep customer records, product data, and order status synchronized across Salesforce, NetSuite, Gainsight, and more, automatically, in real time. No exports, no reconciliation, no lag.
Route approvals and alerts in Slack or Teams
Credit hold approvals, deal updates and exception alerts reach Finance and Sales in the tools they already use, and every decision is recorded. Faster decisions. Faster revenue.
.png)
.png)
Frequently asked questions
What information can initiate an order-to-cash workflow?
Orders arriving as PDFs, CSVs or emails, and payment events from systems like Stripe. Agents turn those inputs into structured records for your ERP and CRM.
How are order and contract discrepancies reviewed?
Agents compare contract terms with ERP sales orders. Exceptions such as discounts or credit holds are assembled into a decision brief and routed to a person for approval.
How do Sales and Finance stay informed about exceptions?
Approval and alert workflows in Slack or Teams cover deal updates, credit holds and exceptions, alongside synchronized CRM and ERP records. Every decision is logged.
Elevate Order-to-Cash with Governed Agents
Integrate your ERP & CRM
Sync customer records, invoices and billing data between Salesforce and your ERP, SAP, NetSuite or both, so your O2C process runs on a single source of truth. No manual exports, and every sync is logged.
Build bi-directional data flows for customer and product data
Keep customer records, product data, and order status synchronized across Salesforce, NetSuite, Gainsight, and more, automatically, in real time. No exports, no reconciliation, no lag.
Route approvals and alerts in Slack or Teams
Credit hold approvals, deal updates and exception alerts reach Finance and Sales in the tools they already use, and every decision is recorded. Faster decisions. Faster revenue.