Features · Order-to-Cash Automation
Order-to-Cash Automation
Move every confirmed order through fulfilment, invoicing, receivables, collection, cash application, and reconciliation in one connected workflow.
Round Infinity connects Sales, Operations, Service, and Finance around the same customer and order context. Once an order is confirmed, AI agents coordinate fulfilment milestones, billing readiness, invoice creation, delivery, and payment follow-up without duplicate entry or disconnected handoffs.
Receivables teams see invoice status, aging, disputes, promises to pay, collection activity, and applied cash in real time. Payments are matched and reconciled automatically, while exceptions are routed to the right person with the complete transaction history.
Operational Flow
Order-to-Cash Automation workflow
AIAssisted actions
360Unified context
Confirmed Order Intake
Receive confirmed orders from Sales, portals, commerce, or external systems with customer details, line items, prices, terms, taxes, promised dates, and approval history intact.
Fulfilment and Delivery Milestones
Coordinate inventory, service delivery, field work, shipping, acceptance, and proof of completion. Billing readiness is triggered automatically when the required milestone is reached.
Billing Readiness and Exception Control
Validate delivery evidence, contract terms, billable quantities, credits, and approvals before invoicing. Missing information is routed to the right owner instead of delaying the entire cycle.
Automated Invoice Creation
Generate invoices from confirmed orders or fulfilment milestones with the correct customer, line items, taxes, payment terms, supporting documents, and delivery channel.
Accounts Receivable Control
Track open invoices, aging buckets, credit exposure, due dates, disputes, promises to pay, and account history in one live receivables workspace.
AI-Powered Payment Collection
Run personalised reminders through voice, WhatsApp, email, SMS, and portals. Support monthly CSV uploads or live system sync, payment links, escalation rules, and promise-to-pay tracking.
Payment Processing and Receipts
Accept cards, bank transfers, wallets, UPI, and other configured methods through connected gateways. Confirm payment and issue receipts automatically.
Cash Application and Reconciliation
Match incoming cash to invoices, apply full or partial payments, clear balances, route exceptions, and synchronise the resulting status with accounting and ERP systems.
Order-to-Cash Analytics
Monitor billing cycle time, aging, DSO, collection performance, dispute volume, unapplied cash, and process exceptions from order confirmation through reconciled payment.