Paul Barnhurst shows an AR automation agent that handles invoice follow-ups, billing questions, and document requests without human intervention. It escalates edge cases to humans when it lacks confidence, cutting manual work while keeping accuracy intact for complex situations.
Agents can do a great job at cutting out a lot of that manual work. The agent can notify the human when a new contract is ready for review, but there is still a sort of human in the loop there. With our AR agent, we have— think of this agent as like someone working in your team. So they are following up with customers if invoices are unpaid, they're replying billing queries, following up with a purchase order number or a W-9 form if that's requested. So kind of cutting out that busy work that otherwise a receivables team member would have to do. When a request comes in, there are going to be scenarios where the agent can kind of handle that with full confidence, in which case it's going to go back directly. There are many scenarios where there's nuance and input is needed. So a customer hasn't paid and the contextual signals aren't there to understand exactly why.
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