Auditoria® SmartCustomer
Auditoria’s SmartCustomer increases speed, accuracy, and efficiency in accounts receivable using AI-enabled SmartBots to automate redundant and manual accounting processes to derive greater cash position visibility.
Auditoria’s SmartCustomer increases speed, accuracy, and efficiency in accounts receivable using AI-enabled SmartBots to automate redundant and manual accounting processes to derive greater cash position visibility.
Auditoria® SmartBots are discrete, pre-packaged, purpose-built accounting applications that perform a wide range of critical finance office functions, automatically using agentic artificial intelligence.
Auditoria® SmartBots act as AI TeamMates to engage with systems of record, shared inboxes, and key stakeholders. SmartBots capture actions and hand-off to humans using AI workflows to escalate when intervention is needed.
Purpose-built for finance, SmartBots streamline collections, speed up payments, prioritize AR team performance, and handle helpdesk inquiries, using the data generated to provide key insights into cash performance.
See the value in days, not weeks or months, using automation with minimal IT dependence, thanks to pre-built integrations with leading ERP, collaboration, and email systems.
Auditoria’s proprietary, patented small language model (SLM) offering combines LLM capabilities with finance-specialized data that allows for fine-tuned and customized finance context.
Human in the Loop (HITL) functionality gives users the power to review and modify SmartBot actions, fine-tuning how the AI processes data and communicates with stakeholders.
Give finance teams the ability to move at lightning speed, accomplishing more than ever thought possible, faster than ever imagined.
GenAI and machine learning technology deliver a 70% workload reduction for accounts receivable teams.
Auditoria’s solutions were explicitly built for the finance function, with machine learning and natural language processing capabilities that understand finance vocabulary and context for the richest, most reliable AI-enabled finance workflows.
SmartBots manage your customer payments and send courtesy notices and dunning to maximize collections efforts and streamline correspondence, saving countless hours for the AR team. A prioritized task list of strategic recommendations and actions is captured, providing greater visibility and transparency. A prioritized worklist of strategic recommendations and actions is captured, providing greater visibility and transparency.
Built on Auditoria’s advanced technology platform, Auditoria AR Collections leverage Artificial Intelligence, Machine Learning, Cognitive Robotic Process Automation (RPA), Optical Character Recognition (OCR), and Natural Language Processing to overhaul your collections function while smoothly executing A/R business workflows.
AR team members create dunning email templates that include freeform text with drop-and-drag attributes from the system of record (SoR). Template attachments are configurable to include invoice PDFs and statements as CSV or PDF files and custom fields. Robust reporting offers insights into the dunning and other AR activities such as AR balances and disputes.
SmartBots send courtesy notices and dunning based on communications cadences set to specific account criteria, including hierarchies or invoice level. These notifications are sent at specified intervals to configurable dunning groups based on invoice date or due date. Dunning sequences maximize collections efforts and streamline correspondence, saving countless hours.
Manage your customer payments with intelligent, granular classification rules for personalized engagement for each account or payer type. Dynamically recalibrate and reclassify accounts as their payment behavior changes.
Age and amount are no longer the only levers to determine your course of action. Streamline collections teams’ efforts with a daily worklist of strategic recommendations and prioritized actions curated through Auditoria’s analytics.
Auditoria provides a comprehensive 360-degree view of all Collections interactions for every account in your Collections universe. Each interaction—whether bot-driven or human-driven—is captured, and granular account analytics put the Collections team in charge at all times.
SmartBots are deployed to monitor and capture shared AR emails and respond conversationally to inquiries and requests for documentation. Available 24/7, SmartBots process email content using NLP to understand finance-specific intent, emailing authorized customers securely while protecting sensitive accounting information.
Auditoria’s AR Helpdesk increases speed, accuracy, and efficiency in the finance office with generative-AI SmartBots to automate redundant and manual monitoring and respond to requests in the shared AR email box.
These agentic AI-enabled SmartBots are trained in finance concepts and handle more than 90% of the incoming inquiries received, executing authorized tasks and requests. Data gathered from interactions is captured with reporting that allows analysis and insights to derive greater cash position visibility.
SmartBots are deployed to continuously manage incoming finance emails and respond conversationally to inquiries and requests, such as copies of invoices, within minutes.
All activity, both human and automated, is captured in the console, eliminating the need to login into shared email boxes. Data is aggregated from disparate systems for a single view.
Summary email extraction insights such as intent detection, replies, and tasks are displayed and exportable for team and SmartBot performance reporting.
Collaborative mode brings increased accuracy in responses, higher productivity, and stronger trust in automation. This synergy between human insight and AI capability marks a significant advancement in streamlining finance office operations.
Using advanced cognitive OCRs and Computer Vision, SmartBots extract information from structured and semi-structured remittances to streamline data extraction and input activities. The extracted data is then validated for accuracy and a payment record is created, awaiting user’s final approval to be written to the system of record.
Built on Auditoria’s advanced agentic AI technology platform, Auditoria AR Remittances leverages Artificial Intelligence, Machine Learning, Computer Vision, Optical Character Recognition (OCR), and Natural Language Processing to receive incoming remittance files and digitize remittance advice lines to help companies match invoices with payments as part of the customer payment application process.
SmartBots read and classify documents in email attachments, identifying remittance documents and validating customer matches. Remittances are parsed, and a payment record that includes AR remittance details is created so that AR teams can process greater volumes of remittances more quickly and accurately.
Using collaborative mode, AR teams direct how the SmartBots take action and handle remittance digitization workflows, fine-tuning how the AI SmartBots process data and communicate with stakeholders. This Human-in-the Loop (HITL) functionality builds trust through hands-on engagement with the AI’s decision-making process to improve the handling and recovery of exceptions.
Manage your customer payments with intelligent, granular classification rules for personalized engagement for each account or payer type. Dynamically recalibrate and reclassify accounts as their payment behavior changes.
We’d be happy to answer any questions and provide a demo to help you understand how Auditoria SmartCustomer SmartBots transform your collections and accounts receivable efforts.
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San Jose, CA 95128
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(+1) 408.889.1500