Accounts Receivable Operations System
Deploying an agentic system to manage invoice tracking, follow-up sequencing, and escalation logic for a mid-market industrial manufacturer.
Client Context
Mid-sized industrial components manufacturer operating domestic sales across three billing entities.
Annual revenue approximately ₹85 Cr.
Finance team of six responsible for receivables management and month-end close.
Operational Problem
- —Collections follow-up was managed in a shared spreadsheet updated manually every two to three days.
- —No structured escalation logic existed beyond a weekly review meeting.
- —Two finance staff members spent most of their time on follow-up calls and reconciliation work.
- —Overdue invoices represented approximately 18% of monthly receivables.
Operational Workflow
Before Deployment
- — Invoice issued
- — Manual spreadsheet entry
- — Weekly review meeting
- — Follow-up calls
- — Manual escalation
After Deployment
- ✓ Invoice issued
- ✓ System captures invoice record
- ✓ Payment tracking initiated
- ✓ Handled by the system follow-up sequence
- ✓ Threshold breach
- ✓ Human escalation with context
Deployment Timeline
Pilot
6 weeks covering a single billing entity.
Calibration
Weeks 7–8 used to refine escalation thresholds.
Full Deployment
Week 9 across all billing entities.
Measurement Window
12 weeks post deployment.
Operational Impact
Metrics measured during the first full quarter post-deployment against a four-week pre-deployment baseline.
Scope Limitations
Cross-border billing was outside deployment scope.
Business Impact
Receivables reports became available four days earlier each month.
What Stayed Human
- Credit risk decisions
- Payment term negotiations
- Complex dispute resolution
What We Learned
During the pilot we observed that escalation thresholds required recalibration after week three due to seasonal order spikes. Threshold logic was adjusted in week four, which delayed projected results by approximately two weeks.
Related Deployments
If your team is managing a similar operational problem, we scope a pilot in 2–3 weeks.
The pilot is production-safe and measured against your operational baseline.