With advances in Artificial intelligence (AI) and automation, a new era in Finance & ERP has arrived. Auditoria.AI delivers AI-driven workflows and decision support across the massive volumes of enterprise data, augmenting your finance team with intelligent automation to execute business processes, deliver rapid insights, and respond to customer needs.
INTRODUCING AUDITORIA SMARTFLOW SKILLS
Powerful SmartFlow Skills automate both simple and complex financial tasks, including vendor management (onboarding, updates, inquiries), accruals, dunning & collections, cash flow forecasting, and audit readiness.
Auditoria SmartFlow Skills autonomously and efficiently run finance processes and bring in the human operator as needed. For example, a SmartFlow Skill recognizes expense irregularities and alerts your team to review.
Automated Classification and Dynamic Worklist Creation
With advances in Artificial Intelligence (AI) and automation, a new era has arrived to transform your Collections and A/R universe. Streamline your Collections with zero-touch, error-free execution of repetitive, time-consuming tasks, freeing up your teams to focus on higher value-added work.
Tasks include monitoring high-risk accounts, building up incentives and promotions for clients, and mitigating bad-debt write-offs.
Step 1: Classify and Personalize Customers Based on their Payment Behavior
Manage customer payments with intelligent, granular classification rules for personalized engagement with each account or payer type.
Dynamically recalibrate and reclassify accounts as their payment behavior changes.
Step 2: Turn on Bi-directional Collections Correspondence and Notification
Auditoria’s bots automatically engage with notifications, communicate bi-directionally, respond to queries, and bring in your team to address escalated situations on a case-by-case basis.
Step 3: Auditoria Creates a Dynamically Prioritized Worklist for Your Team with a Rich Account CRM
By leveraging cutting-edge machine learning algorithms, Intelligent Collections mine through millions of invoices to decipher payer behavior patterns, continually and automatically.
These patterns are turned into insights to identify late payers, to elevate accounts that typically pay early or on time but that are likely to face delays, and to provide recommendations on where to prioritize your Collections teams’ daily efforts.
Effortlessly manage all vendor and contractor W-9s and W-8s for tax and compliance purposes. Auditoria SmartFlow Skills handle the heavy lifting, while your team handles any exceptions and anomalies.
What’s more, Auditoria even checks for data completeness and will re-query vendor contacts for additional information.
Step 1: Automatically Flag Vendors To Update
Auditoria SmartFlow Skill reviews the current vendor list in ERP to identify a list of suppliers needing data verification for year-end IRS 1099 filing processes.
Step 2: Initiate Email Outreach and Communicate With Vendors
Auditoria initiates email outreach to the vendor list to request updated W-9 information.
Auditoria converses with vendors to retrieve, parse PDFs, and verify all necessary attributes for the W-9 refresh.
Step 3: Verify and Automatically Update W-9s in ERP
Exceptions that can be handled automatically are managed by Auditoria, while those requiring human intervention are sent to the finance team for review.
Auditoria updates ERP system with the new supplier attributes, and as needed, prepares 1099s and pushes them out for electronic delivery.
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SmartFlow Skills In Action
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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