How it Works

Auditoria SmartFlow Skills are simple to set up and easy to use.

See for yourself how these powerful capabilities are transforming the finance back office into an autonomous enterprise.

SmartFlow Skills In Action

Auditoria SmartCollections

ACCOUNTANT

Collections

Logs in and Selects Auditoria SmartCollections

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

Order to Cash

Auditoria® SmartCollections

Payment Disbursement Errors

Cash Flow Forecast Predictive Analytics

ACCOUNTANT

Collections

Set up classifications for Regular Accounts and Key Accounts

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

ACCOUNTANT

Collections

Enroll Accounts for Collections

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

Key Account

ACCOUNTANT

Collections

Review and Press Run

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

RunRun

ACCOUNTANT

Collections

Bots send invoices with attachments

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

ACCOUNTANT

Collections

Customers Respond via Email

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

I'll pay next
week

Need PO

Just paid it

I'll pay
today

Invalid
Email

Dispute

ACCOUNTANT

Collections

Customers Respond via Email

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

ACCOUNTANT

Collections

Prioritized Worklist shows which invoices need attention.

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

ACCOUNTANT

Collections

Bots write information back into Auditoria and ERP

Classifications

Enroll

Run

Send Invoices

Respond

Worklist

ERP

Auditoria SmartCollections

Key Solution Capabilities

Built on Auditoria’s SmartFlow Platform, Auditoria SmartCollections 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 AR business workflows.

Tasks include monitoring high-risk accounts, building up incentives and promotions for clients, and mitigating bad-debt write-offs.

Download Solution Brief

Intelligent Account and Payer Classification
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.
Dynamic Worklist Prioritization
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.
Predictive Remittance Forecasting
Gather surgical predictive insights and risks into indicators such as accounts likely to be late in payments, those expected to default, and how late payments will be. Use these insights to drive Collections workflows automatically.
Bi-directional Correspondence Automation
Dunning is no longer mechanical or one-way in nature. Auditoria’s bots engage customers in notifications, communicate bi-directionally, respond to queries, and bring in your Collections team to address escalated situations on a case-by-case basis.
Intelligent Information Extraction
With advanced OCR and fuzzy logic technologies, Auditoria extracts information from unstructured documents, invoices, remittance memos, and more. Reconciliation can be structured with ERP systems depending upon the workflow requirements.
Rich Account CRM, with Detailed Notes, Reminders, and Audit Logs
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.
Management of Payment Lifecycle
End-to-end tracking and fulfillment of the payment lifecycle are built into Auditoria SmartCollections, ensuring complete coverage with no missed transactions.
Automated Financial Metrics Calculations
Decisions and Insights are automatically generated through Auditoria’s automated analytical algorithms, providing critical information at your fingertips. No more custom report generation or custom analytical calculations, with all insights provided in one single module.

SmartFlow Skills In Action

Auditoria SmartVendor

Looks Up POs

Bot wakes up 5 days before EOM and looks up open POs

5 Days until close

Contact Stakeholders

Receives Invoices

Extracts Data

Prepares Entry

Post Entry

ERP

Looks Up POs

Bot reaches out to vendors and internal employees

Internal Employees

Vendors

Contact Stakeholders

Receives Invoices

Extracts Data

Prepares Entry

Post Entry

Looks Up POs

Bot receives the accruals and invoices

Internal Employees

Vendors

Contact Stakeholders

Receives Invoices

Extracts Data

Prepares Entry

Post Entry

Looks Up POs

Bot extracts the data

Contact Stakeholders

Receives Invoices

Extracts Data

Prepares Entry

Post Entry

Looks Up POs

Bot prepares the journal entry, presents entry for approval

Contact Stakeholders

Receives Invoices

Extracts Data

Prepares Entry

Post Entry

ACCOUNTANT

Looks Up POs

Upon approval, Bot creates the journal entry in the General Ledger

Contact Stakeholders

Receives Invoices

Extracts Data

Prepares Entry

Post Entry

ACCOUNTANT

ERP

Auditoria SmartVendor

Key Solution Capabilities

Built on Auditoria’s SmartFlow Platform, Auditoria SmartVendor leverages Artificial Intelligence, Machine Learning, Cognitive Robotic Process Automation (RPA), Optical Character Recognition (OCR), and Natural Language Processing (NLP) to overhaul your Procurement function while smoothly executing A/P and Vendor Management business workflows.

What’s more, Auditoria even checks for data completeness and will re-query contacts for additional information.

Download Solution Brief

Vendor Onboarding and Activation
Automatically collect vendor tax forms for domestic and international suppliers. Securely capture information without custom portals, safely maintain private vendor interactions, and get vendors up and running quickly.
Invoice Accruals Automation
Make gathering accruals data a breeze. Auditoria’s bots effortlessly capture accruals insights, prepare journal entries, reconcile them into your ERP system, and accelerate your monthly close while ensuring complete accuracy.
Vendor Tax Forms Collection and Refresh
Ensure sustained compliance for your Procurement function by regularly capturing updated IRS W-9s and W-8s, and ensure your vendor tax data is accurately captured and leveraged before you issue annual tax documentation.
Accounts Payable Inquiry Automation
Minimize interruptions to A/P teams, automatically respond to inquiries on approval status, invoice payments, short pay issues, and missed invoices. Securely email with authorized vendors and protect sensitive payment information.
Intelligent Information Extraction
With advanced OCR and fuzzy logic, Auditoria extracts information from unstructured documents, invoices, remittance memos, and more. Reconciliation is structured with ERP systems depending upon workflow requirements.
Mitigate Vendor Payment Fraud
Comprehensively view all vendor interactions for every account. Mitigate fraud and risk with real-time insights into invoices, purchase orders, approvals, and payments, along with the ability to algorithmically detect invoice anomalies.
Automation of Data Reconciliation into ERP
End-to-end tracking, fulfillment, and reconciliation of the procurement lifecycle are built-in to Auditoria SmartVendor management skills, ensuring complete coverage with no missed transactions.
Automated Financial Metrics Calculations
Generate decisions and insights with automated analytical algorithms, delivering critical information at your fingertips. No more custom reports or custom analytical calculations, with all insights provided in one single module.

SmartFlow Skills In Action

Autonomous Planning

Cash Flow Forecasting

By applying powerful machine learning (ML) algorithms to structured and unstructured data, Auditoria uncovers hard-to-spot trends. Further, Auditoria organically learns from reams of data and streamlines cash flow forecasting with precision accuracy.

Because of this powerful machine learning, Auditoria delivers practical and insightful recommendations and predictions—in minutes rather than days or weeks—for better business outcomes.

Step 1: Rapidly Collect Input Data

Auditoria SmartFlow Skill pulls transactional data from ERP, CRM, BI, and other systems of record.

Step 2: Auditoria Evaluates Hundreds of Cash Flow Factors

Auditoria reviews and evaluates historical patterns like customer payment history and supply chain interruptions, as well as current sales pipeline forecasts and staffing levels.

Step 3: Produce Multiple Cash Flow Forecast Scenarios

Auditoria produces a comprehensive weekly cash flow forecast with cutting-edge accuracy, taking care of both optimistic and pessimistic simulations.

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Interested in Learning More?

We’d be happy to answer any questions and provide a demo to help you understand how AI is transforming finance and accounting.

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How it Works

Auditoria SmartCollections

Auditoria SmartCollections

Key Solution Capabilities

Intelligent Account and Payer Classification

Dynamic Worklist Prioritization

Predictive Remittance Forecasting

Bi-directional Correspondence Automation

Intelligent Information Extraction

Rich Account CRM, with Detailed Notes, Reminders, and Audit Logs

Management of Payment Lifecycle

Automated Financial Metrics Calculations

Auditoria SmartVendor

Auditoria SmartVendor

Key Solution Capabilities

Vendor Onboarding and Activation

Invoice Accruals Automation

Vendor Tax Forms Collection and Refresh

Accounts Payable Inquiry Automation

Intelligent Information Extraction

Mitigate Vendor Payment Fraud

Automation of Data Reconciliation into ERP

Automated Financial Metrics Calculations

Autonomous Planning

Cash Flow Forecasting

Step 1: Rapidly Collect Input Data

Step 2: Auditoria Evaluates Hundreds of Cash Flow Factors

Step 3: Produce Multiple Cash Flow Forecast Scenarios

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