AI Order to Cash: Accelerate your cashflow, supercharge your processes and automate manual tasks

At AI For Business, we bring over 19 years of operational leadership in Credit Control and Accounts Receivable management, having held key roles like Group Credit Manager and European Credit Manager. Our hands-on experience managing large teams and complex workflows gives us a unique understanding of the challenges businesses face in Order to Cash (O2C) processes.

We’ve led transformation efforts and optimised cash flow for major organisations, and now, we combine that operational expertise with proven AI implementation success. We know where AI can drive real value because we've seen it firsthand, helping businesses utilise AI to streamline processes, reduce manual workloads by leveraging AI solutions, and achieve significant ROI.

What truly sets us apart is our ability to understand both your operational processes and speak the language of your technical teams. This ensures a seamless AI implementation journey, bridging the gap between operations and technology for maximum impact.

We specialise in helping businesses seamlessly adopt AI-driven solutions to enhance their O2C operations. With our deep industry knowledge, we serve as strategic partners, guiding your business through the implementation of best-in-class AI O2C solutions tailored to your unique needs. Our focus is on delivering clear, actionable results by defining project objectives and crafting detailed, actionable implementation plans aligned with your business goals.

We don’t just understand AI implementation from a theoretical standpoint—we’ve lived the operational challenges. In a recent project, we successfully helped a large private equity-backed business implement AI to transform their O2C processes. This transformation empowered over 200 end-users to embrace AI technology, streamlining the collections process, reducing manual workloads and ensuring real-time insights that improved credit risk decision-making across the business. The result was a significant boost in operational efficiency and cash flow management. The AI implementation reduced the businesses Day Sales Outstanding (DSO) from 55 days at the start of the project to 34 days once the AI was fully deployed allowing their team to perform more strategic tasks such as relationship building with their customers.

Our deep understanding of O2C processes, coupled with our proven track record in operational leadership, means we don’t just guide you through the adoption of AI—we ensure that it becomes a true catalyst for your business growth. Our goal is to help you harness the full potential of AI, driving sustainable results, accelerating your cashflow and enabling your teams to make better, faster decisions.

With 19+ years of operational leadership behind us, we understand the day-to-day realities of managing O2C processes. We’re here to help you take the next step in your AI transformation journey. Let us show you how to turn challenges into opportunities and elevate your business to new heights.

Recent ROI for a large private equity backed business

1) CIRCA 40% Reduction in Day Sales Outstanding (DSO)
2) Time On Task Reduced By 90%
3) Predictive Customer Behaviour & Analytics
4) Improved Customer Retention & Satisfaction

Here is how we can add value in your Order to Cash (O2C) AI SaaS implementation:

1) Assessment & Analysis: The first stage involves understanding your current O2C processes in depth. We conduct a thorough review of your existing workflows, systems, and performance metrics to identify areas where AI can add value. This includes evaluating your data quality, identifying bottlenecks, inefficiencies, and manual tasks, and aligning these findings with your business goals. Our goal is to create a comprehensive picture of your existing state, highlighting where AI solutions can be applied for maximum impact.

2) Solution Design: Once we’ve assessed your needs, we design an AI solution tailored to your O2C processes. This involves collaborating with your leadership team to define the specific outcomes you wish to achieve—whether it’s improving cash flow, reducing overdue payments, or automating credit risk management. Our design phase outlines the technical architecture, integration points with existing systems, and the specific AI tools and algorithms needed to meet your objectives. The design phase also includes selecting the appropriate SaaS solution and defining how it will interact with your existing infrastructure.

3) Configuration & Customisation: In this stage, we configure the AI SaaS platform according to your specific requirements. Customisation ensures that the AI solution fits seamlessly with your business operations. We work closely with your teams to tailor workflows, dashboards, and reporting features to reflect your internal processes. Customisation may include setting up specific credit scoring models, automating invoicing, or designing automated dispute management workflows. This ensures the AI system is fully aligned with your unique business needs.

4) Data Migration: Data migration is a critical step in ensuring the AI solution functions effectively. We work to ensure that your historical and current data is accurately transferred to the new system. This includes migrating customer information, transactional data, outstanding invoices, payment histories, and other relevant data sources. The data must be cleaned and structured properly to ensure that the AI algorithms can be trained effectively. This stage also involves ensuring data security and compliance with any industry regulations regarding customer data.

5) Testing & Quality Assurance: Before going live, we thoroughly test the AI system to ensure it functions as expected. This includes validating the accuracy of AI predictions, confirming that automated processes run smoothly, and ensuring that integrations with other systems (e.g., ERP or CRM software) work without issues. We conduct user acceptance testing (UAT) with key stakeholders to ensure the system meets their needs and that any identified bugs or glitches are resolved before deployment. Quality assurance ensures that the AI solution is reliable and will function as intended in a live environment.

6) Training & Change Management: To ensure successful adoption, we provide tailored training for your teams. We support both technical training for your IT staff and operational training for credit control and accounts receivable teams to ensure they are comfortable using the new system. Additionally, we focus on change management, preparing your organisation for the shift in how processes will operate. This includes addressing any concerns, communicating the benefits of the AI system, and fostering a culture of continuous learning. Our aim is to ensure that employees at all levels are equipped and motivated to embrace the new technology.

7) Deployment & Go-Live: At this stage, we deploy the AI system into your live environment. This marks the official launch of the AI-powered O2C processes. We monitor the system closely during this phase to ensure everything runs smoothly. We provide ongoing support to quickly address any issues that arise and ensure a seamless transition. We may roll out the system in stages, starting with a pilot or a smaller segment of users, before full-scale deployment across the organisation. The go-live phase ensures that the solution is fully functional and integrated into your day-to-day operations.

8) Monitoring & Optimisation: AI systems require ongoing monitoring and optimisation to ensure they continue to provide value over time. After deployment, we continuously track key performance indicators (KPIs) such as cash flow improvements, payment collection rates, and dispute resolution efficiency. We use this data to fine-tune AI models, improve automation workflows, and adapt to changing business needs. We provide ongoing support to address any challenges that arise post-implementation and continuously update the AI system as new features or improvements become available. This stage ensures that the AI solution evolves with your business and remains optimised for long-term success.