Role-Based Programme
RB1407

AI-Powered Accounts Receivable

Intelligent Billing, Receivables Analytics & Cash Collection Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to apply AI across billing, receivables management, customer-account monitoring, cash application, collections, reconciliation, and reporting.
  • Use AI to analyse invoices, customer accounts, ageing reports, payment histories, remittance information, disputes, deductions, and collection activity.
  • Build repeatable AI-assisted workflows for invoice validation, receivables monitoring, payment matching, overdue follow-up, dispute management, and management reporting.
  • Apply AI to identify overdue balances, collection priorities, recurring payment issues, reconciliation exceptions, billing errors, and working-capital improvement opportunities.
  • Design responsible AI-enabled Accounts Receivable workflows with appropriate controls for financial accuracy, customer confidentiality, approvals, traceability, segregation of duties, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AIOCR & Data ExtractionSpreadsheet & Data AnalysisAccounts Receivable SystemsERP & Financial SystemsBilling & Collection ToolsReconciliation ToolsReporting & Dashboard ToolsWorkflow Automation

Who should attend

  • Accounts Receivable Managers
  • Accounts Receivable Analysts
  • Accounts Receivable Executives
  • Receivables Specialists
  • Billing Professionals
  • Cash Application Specialists
  • Collections Professionals
  • Credit Control Professionals
  • Order-to-Cash Professionals
  • Finance Operations Professionals
  • Shared Services Finance Professionals
  • Working Capital Analysts
  • Finance Managers
  • Financial Controllers
  • Accounts Receivable Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of Accounts Receivable, billing, collections, finance operations, or order-to-cash processes
  • Familiarity with invoices, customer accounts, ageing reports, payments, remittances, disputes, and reconciliations
  • Basic proficiency with spreadsheets, financial reports, ERP systems, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, analytical AI, Document AI, and receivables automation
  • Mapping AI opportunities across billing, cash application, collections, reconciliation, and reporting
  • Understanding AI assistance versus accountable financial decisions
  • Recognising confidentiality, financial-accuracy, customer-treatment, and control risks
Practical activities
  • Mapping an existing Accounts Receivable workflow
  • Comparing manual and AI-assisted AR activities
  • Creating an Accounts Receivable AI opportunity matrix

Scenarios

Invoice to Cash Collection & Reconciliation

Invoice Data → Billing Validation → Customer Account → Receivables Ageing → Payment Follow-Up → Cash Receipt → AI-Assisted Matching → Reconciliation → Exception Resolution → Closure

Participants use AI-assisted techniques to manage a simulated invoice-to-cash cycle, identify billing and payment exceptions, prioritise overdue accounts, match receipts, and complete reconciliation.

Receivables Portfolio to Working Capital Improvement

Open Invoices + Ageing + Payment History + Disputes + Unapplied Cash + Collection Activity → AI Analysis → Cash-Flow Risks → Collection Priorities → Automated Follow-Up → AR Dashboard → Management Review

Participants design an AI-enabled Accounts Receivable workflow that consolidates customer and receivables information, identifies collection and cash-flow issues, automates suitable administrative activities, and strengthens working-capital visibility while retaining final financial decisions with authorised finance professionals.

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