The Agentic Order to Cash (O2C) Accelerator
Reduce Days Sales Outstanding (DSO) and eliminate manual reconciliation between CRM and ERP (SAP/NetSuite)
The Legacy Challenge
Traditional O2C automations often fail when an order has a "non standard" discount, a credit hold, or a slight mismatch in shipping addresses. This requires human intervention, slowing down the revenue cycle.
Our Solution
An autonomous agent that "owns" the order lifecycle. It doesn't just copy data, it validates the business logic of every transaction.
Cognitive Validation: The agent checks the signed contract (OCR/LLM) against the SAP sales order. If a discount was promised but not applied, the agent recalculates and updates the record automatically.
Cognitive Validation & Exception Handling
The agent uses OCR and LLM to verify signed contracts against sales orders, automatically recalculating and updating records if a discount was missed. When credit holds trigger, the agent compiles payment history and risk profiles into a "Decision Brief" for one-click Finance approval. Create adaptable and scalable validation workflows across your stack. All within a building experience you will love.
Proactive Communication
Instead of a generic "Order Shipped" email, the agent monitors logistics connectors (FedEx/UPS) and proactively messages the customer via Slack or Email if a delay is detected, offering an updated ETA.
Business Impact: Up to 40% reduction in order processing time and 100% data accuracy between Sales and Finance.
Elevate O2C with Enterprise Automation
Integrate your ERP & CRM
Engini enables your finance team to automatically sync customer, invoice & billing data across your ERP & CRM systems to seamlessly connect your company’s end-to-end process.
Build bi-directional data flows for customer and product data
Automatically collect and map customer data across applications such as Salesforce, NetSuite, Gainsight, and more.
Create bots in Slack or Teams
With Engini you can create purpose-built bots in Slack or Teams for quick deal updates, approvals, and company-wide visibility.
.png)
.svg){kind=icon}
