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ERP.AI Accounts Receivable System

Accounts Receivable System

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Modules

Customer billingKeep customer terms and recurring billing ready for the next invoice. Invoices and creditsSend clear invoices and keep every adjustment connected to its source. Cash applicationMatch incoming cash to the right invoices and explain every remainder.
CollectionsGive overdue balances a clear next action and accountable owner. Credit controlsMake credit decisions visible before they change a customer balance. Receivables reportingExplain aging, collections and cash application with a consistent balance basis.

Accounts Receivable System

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Processes

Prepare and send invoicesKeep draft preparation, delivery and ledger confirmation distinct. Receive and apply cashTurn confirmed receipt evidence into attributable invoice allocations.
Resolve disputes and collectKeep follow-up, dispute resolution and financial adjustments connected. Review write-offsKeep the write-off request, Controller decision and posted result separate.

Accounts Receivable System

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Industries

Goods and distributionConnect customer billing to the goods and delivery evidence you already use. Services and retainersKeep agreed terms, recurring drafts and customer adjustments connected.
Project billing collectionsFollow up on project invoices while preserving the original billing owner.

Accounts Receivable System

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Build with Proto

Reference

Roles and permissionsGive each person the customer and decision scope their work needs. Reports and analyticsUnderstand customer aging, collection activity and cash application. Data modelTrace invoices, receipts and adjustments back to their governing source.
IntegrationsConnect billing, bank evidence and ledger outcomes with clear ownership. ImplementationStart with a reconciled customer population and expand after a controlled pilot. Agent and automationPrepare receivables work with an agent while retaining the assigned decisions.

Accounts Receivable System

Start now
Pricing Questions Get started
Build with Proto
All systems
Modules
Customer billingKeep customer terms and recurring billing ready for the next invoice.Invoices and creditsSend clear invoices and keep every adjustment connected to its source.Cash applicationMatch incoming cash to the right invoices and explain every remainder.CollectionsGive overdue balances a clear next action and accountable owner.Credit controlsMake credit decisions visible before they change a customer balance.Receivables reportingExplain aging, collections and cash application with a consistent balance basis.
Processes
Prepare and send invoicesKeep draft preparation, delivery and ledger confirmation distinct.Receive and apply cashTurn confirmed receipt evidence into attributable invoice allocations.Resolve disputes and collectKeep follow-up, dispute resolution and financial adjustments connected.Review write-offsKeep the write-off request, Controller decision and posted result separate.
Industries
Goods and distributionConnect customer billing to the goods and delivery evidence you already use.Services and retainersKeep agreed terms, recurring drafts and customer adjustments connected.Project billing collectionsFollow up on project invoices while preserving the original billing owner.
Reference
Roles and permissionsGive each person the customer and decision scope their work needs.Reports and analyticsUnderstand customer aging, collection activity and cash application.Data modelTrace invoices, receipts and adjustments back to their governing source.IntegrationsConnect billing, bank evidence and ledger outcomes with clear ownership.ImplementationStart with a reconciled customer population and expand after a controlled pilot.Agent and automationPrepare receivables work with an agent while retaining the assigned decisions.
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Accounts Receivable System References
Agent and automation6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent and automation6 of 6

Agent and automation

Prepare receivables work with an agent while retaining the assigned decisions.

Agent setup guideRoles and permissions
# Example work after configuration › https://erp.ai/skill.md

What an agent can prepare

Review permitted overdue work, identify unmatched receipts, summarize disputes and prepare draft invoices or adjustment requests. Each action uses the agent identity and the same customer, field and action scope as another client.

Decisions stay attributable

An agent cannot replace Controller write-off approval, invent a cleared receipt or turn a draft journal into posting confirmation. Match confidence is a suggestion. External billing owners still decide and execute changes to their invoices.

Start with Proto

Download Proto, use the system specification and paired app skill, then configure and test the intended workflow. The website previews describe the system model; they are not a ready-made application or evidence that every connector is already available.

Read the platform entrypoint before configuring agent access:

https://erp.ai/skill.md
ERP•AI workspace

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