Features · Order-to-Cash Automation
Order-to-Cash Automation
Turn each customer purchase order into a fulfilled order, an accurate invoice, and reconciled cash in one connected workflow.
An optional RFQ or quotation can begin the cycle. When the customer PO arrives, AI extracts and validates the customer, products, quantities, pricing, taxes, delivery dates, and payment terms before creating the sales order.
Round Infinity then coordinates inventory, production or procurement, fulfilment, proof of delivery, invoicing, collections, cash application, and reconciliation across Sales, Operations, Warehouse, Service, and Finance.
RFQ and Quotation Management
Convert optional RFQs, tenders, and enquiries into structured opportunities and quotations with controlled products, pricing, taxes, terms, approvals, and validity dates.
Customer PO Intake and Extraction
Monitor email, portals, and uploads; classify the PO; extract header and line-item data; validate it against the quotation and customer master; and route discrepancies.
Sales Order Creation
Create the sales order from the validated customer PO with linked pricing, taxes, delivery schedule, payment terms, approvals, and source-document traceability.
Inventory, Production, and Procurement
Check stock, reserve full or partial quantities, and trigger production orders, work orders, or procurement for shortages while keeping the delivery promise visible.
Pick, Pack, Ship, and Deliver
Orchestrate picking, packing, labels, delivery challans, shipping documents, courier bookings, tracking, POD, customer acceptance, and installation completion.
Invoice and Customer AP Readiness
Generate the invoice with PO, sales order, delivery, tax, and evidence references so the customer can complete its PO, GRN, and invoice three-way match.
Receivables, Deductions, and Collections
Track aging and credit exposure, manage short pays and disputes, and run personalised voice and digital follow-up with statements, payment links, and promise-to-pay tracking.
Cash Application and Statement Reconciliation
Match full or partial payments, clear invoices, reconcile customer statements, route unapplied cash, and synchronise the resulting status with accounting and ERP systems.
Order-to-Cash Intelligence
Monitor PO processing time, fill rate, fulfilment delays, billing cycle time, aging, DSO, deductions, unapplied cash, collections, and exceptions across the complete lifecycle.