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The Operations AI that runs Order-to-Cash

Finifi gives enterprises an AI workspace that operates the entire O2C flow from customer orders to cash closure.
Explore Order Automation
Or explore O2C use cases
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75+ enterprises run their P2P & O2C on Finifi

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Explore Finifi O2C with AI
AI Powered Execution

Book, Bill, Fill.

Order to cash automation platform

Sales Order Operations

Give your sales ops teams an AI workspace that runs sales order operations from customer POs to clean SOs with humans stepping in only when exceptions matter.

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Automated Cash Application

Give your commercial finance teams an AI workspace that runs cash and payment reconciliation from payment advice to ERP posting with verified deductions.

Cash Application

Enterprise focused use cases.

Built to handle real-world O2C complexity across channels.

PO Capture & Validations

Capture & validate customer POs for price, tax, SKU, and Case before order creation

PO Amends & Exceptions

Track order changes, shortages, and discrepancies with accuracy

Fill Rate Optimisation

Identify and reduce leakage points impacting revenue realisation.

Appointment Automation

Manage appointments of all channels in one unified appointment calendar

Dispatch & POD Management

Maintain fulfilment visibility with dispatch tracking and proof-of-delivery capture.

GRN & RTV Management

Automate GRN and RTV into EPR ready debit notes for reconciliation

Debit Note Automation

Capture & validate deductions against proof and prevent revenue erosion

Payment Reconciliation

Reconcile invoices accurately via remittances and adjustments

END-TO-END O2C EXECUTION

How Finifi operates your Order-to-Cash workflows

How Finifi does your O2C

01

Capture orders with accuracy from day one

Automatically extract, validate, and process customer POs across channels. Detect pricing mismatches, SKU errors, tax issues, and exceptions before they impact downstream fulfilment and billing.

02

Eliminate fulfilment gaps & order leakage
Track order amendments, dispatch updates, shortages, PODs, and RTVs in one workflow. Improve fill-rate visibility and reduce operational delays that impact revenue realization.

03

Automate invoicing & receivables workflows
Sync clean order data directly with ERP systems for faster invoicing, receivable tracking, and downstream collections with fewer manual interventions and improved operational accuracy.

04

Gain real-time visibility into payables
Match remittances, deductions, debit notes, and invoice adjustments automatically. Give finance teams real-time visibility into payment status and unreconciled balance for improved decison making.

05

Recover blocked revenue faster
Identify disputes, deduction mismatches, and collection bottlenecks early. Enable finance and commercial teams to resolve exceptions faster and accelerate cash realization across operations.
Trusted by 75+ Enterprises across Industries

Saving millions in leakages.

90%

reduction in manual effort

3x

hours saved every month

85%

fill-rate visibility and control

Outcomes that speak.

Maximizing revenue realization and process efficiency.

Revenue visibility across order to cash

Track revenue from the first customer PO through fulfilment and collection.

Eliminate manual handoffs across teams

Smooth coordination between sales, supply chain, and finance.

Leakage prevention across channels

Prevent missed orders, disputes, and delayed collections upstream.

Go live with an outcome-
led approach

Fast value realisation by driving outcomes, go live in less than 2 weeks.
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Integrated with:

FAQs

Finifi automates every stage of the O2C cycle, including order capture, order validation, sales order creation, appointment scheduling, shipment tracking, invoicing, collections, payment reconciliation, deductions management, and customer communication. AI-powered workflows eliminate manual bottlenecks while providing complete visibility across the order lifecycle.

Organizations using O2C automation can:

  • Accelerate order processing
  • Improve order accuracy
  • Reduce manual operations
  • Shorten cash collection cycles
  • Improve customer satisfaction
  • Minimize revenue leakage
  • Increase operational visibility
  • Reduce Days Sales Outstanding (DSO)

 

Yes. Finifi integrates seamlessly with leading ERP, CRM, accounting, warehouse management, transportation management, and customer portals through APIs and standard connectors, ensuring uninterrupted data flow across your business systems.

Yes. Finifi uses AI to automatically capture purchase orders from emails, PDFs, spreadsheets, EDI, and customer portals. The platform extracts relevant information, validates it, and creates sales orders without manual data entry.

Yes. Finifi centralizes deduction tracking, dispute workflows, supporting documentation, and customer communication. This helps finance teams resolve disputes faster, recover revenue, and improve overall collections performance.

See the AI workspace for Order-to-Cash

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