Order to cash on SAP Business One, 24/7: credit checks, credit analysis, invoicing and statements handled by agents. Credit decisions in seconds increased sales motion; invoices issued on day 0 improved DSO.
Sales orders sit in a queue while credit is checked manually, and customers buy elsewhere.
New and expanding accounts need a report built by hand from ageing, payments and external data.
Invoices issued four to five days after delivery push every collection back and inflate DSO.
Customers receive statements irregularly and disputes are found at month-end.
Credit, invoicing and collections share one customer record on SAP Business One.
Checks exposure, limit, ageing and payment behaviour the moment an order is placed, and releases it within policy.
Builds a credit report for new or growing accounts with a recommended limit and terms, citing every data point used.
Issues the invoice on delivery confirmation, sends statements and reminders on schedule, and routes disputes early.
A walkthrough of the agents at work: what they see, what they decide, and where people stay in control.
AITHENTIC demo · YouTube
Every agent follows the same five steps, so behaviour is predictable and every step leaves evidence.
Sales orders, customer master, open items, payment history, deliveries and approved credit policy.
Calculates exposure against limit, ageing profile and payment trend for each order and customer.
Applies the credit policy: release, hold or escalate, and recommends limits for new or growing accounts.
Releases orders within policy, issues day-0 invoices, sends statements and reminders.
Tracks DSO, releases and bad-debt signals, and tightens or relaxes recommendations accordingly.
No single agent both proposes and approves. Each one has a narrow job, its own tools and its own permissions.
Checks exposure, limit, ageing and payment behaviour the moment an order is placed.
Writes a credit report with a recommended limit and terms, citing every data point used.
Issues the invoice on delivery confirmation and sends it to the customer the same day.
Sends statements and reminders on schedule and routes disputes to the right owner.
Speed comes from autonomy. Trust comes from the three things around it. This is how each is designed into AR & Credit Control.
Routine releases, invoicing and statements run around the clock inside the credit policy; exceptions go to people.
The credit policy, limits by customer class and approval matrix are encoded as rules and signed off by finance.
Every release or hold records the exposure, limit, ageing and rule applied at that second.
Finance adjusts limits and bands at any time; above-limit releases always need a named approver.
Bands are agreed with the business before go-live and widened only on evidence from the pilot.
| Action | Autonomy | Accountable owner |
|---|---|---|
| Release an order within credit limit and policy | Acts autonomously | Credit controller |
| Issue the invoice on delivery confirmation | Acts autonomously | AR lead |
| Send statements and payment reminders | Acts autonomously | AR lead |
| Recommend a new or increased credit limit | Recommends | Credit controller |
| Release an order above limit | Human approves | Finance manager |
| Place an account on stop or write off | Assists | CFO |
Success metrics are agreed before build and signed off with the client after the pilot.
| Metric | Target | How we measure |
|---|---|---|
| Credit decision time | Seconds | Order entry to release timestamp |
| Credit analysis report | Minutes | Request to report timestamp |
| Invoice issue day | Day 0 | Delivery confirmation to invoice date |
| DSO | Improved vs baseline | Monthly DSO vs prior-year same period |
Pilot results are company-reported and engagement-specific. Figures and names in decision records are illustrative.
Agentic process reengineering, one workflow at a time.
Map how the workflow really runs today, with owners, data lineage and the tacit rules.
Agree the business outcome, the baseline and the success metrics before build.
Redesign for agent-first execution: agents, tools, rules and autonomy bands.
Pilot inside your controls, train owners and move bands only on evidence.
Measure against the baseline and report the result the business signed off.
One live decision layer across sales, supply chain, operations and finance, run by agents.
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View use caseBook a working session with our team in Dubai, Riyadh or the UK. We will map the workflow, agree the metric and show the agent running on data like yours.