Role-Based Programme
RB1404

AI-Powered Accounts Receivable

Smarter Invoicing, Collections & Receivables Management

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Accounts Receivable across invoicing, payment tracking, ageing analysis, collections, reconciliation, and reporting.
  • Explore practical prompting techniques for receivables analysis, customer communication, dispute summaries, payment follow-up, and management reporting.
  • Apply AI to organise AR information, identify overdue patterns, structure follow-up actions, and improve recurring receivables workflows.
  • Identify opportunities to improve collection efficiency, cash-flow visibility, documentation quality, and customer communication.
  • Recognise financial confidentiality, customer-data privacy, accounting accuracy, approval controls, and human-review responsibilities when using AI.

Tools covered

Generative AI AssistantsAI-Assisted Receivables AnalysisAgeing ReviewInvoice & Payment TrackingCollection CommunicationDispute SummarisationReconciliation SupportBasic Workflow Automation

Who should attend

  • Accounts Receivable Executives
  • Accounts Receivable Analysts
  • AR Specialists
  • Billing Executives
  • Receivables Accountants
  • Collections Professionals
  • Order-to-Cash Professionals
  • Finance Operations Professionals
  • Customer Account Analysts
  • Credit & Collections Executives
  • AR Reconciliation Professionals
  • Accounts Receivable Managers
  • Finance & Accounting Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Accounts Receivable or finance operations
  • Familiarity with invoices, customer accounts, ageing reports, payments, or reconciliations is helpful
  • Basic computer and spreadsheet skills
  • No AI or programming knowledge required
  • No previous Generative AI experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Accounts Receivable operations
  • Identifying AI applications across invoicing, payment tracking, ageing analysis, collections, and reporting
  • Understanding AI assistance versus Accounts Receivable professional judgement
  • Recognising accounting, credit, write-off, and customer decisions requiring authorised review
Practical activities
  • Mapping common Accounts Receivable activities to potential AI applications
  • Comparing a traditional AR task with an AI-assisted approach

Scenarios

AR Ageing Report to Collection Action Plan

AR Ageing Report → AI-Assisted Analysis → Overdue Accounts → Segmentation → Collection Priorities → Owners → Follow-Up Tracker

Participants use AI to analyse a sample Accounts Receivable ageing report, identify priority accounts, and prepare a structured collection plan while retaining final collection decisions with authorised Finance professionals.

Invoice Dispute to Resolution & Reconciliation Summary

Customer Dispute → Invoice & Payment Data → AI-Assisted Review → Difference Identification → Required Actions → Customer Communication → Resolution Summary

Participants use AI to organise a sample invoice dispute, identify reconciliation gaps, prepare appropriate follow-up communication, and create a concise resolution summary while retaining final accounting and commercial decisions with authorised stakeholders.

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