Use Cases › Order-to-Cash

Turn every confirmed order into
collected and reconciled cash.

Round Infinity connects Sales, Operations, Service, and Finance around one order-to-cash workflow. AI agents coordinate fulfilment, billing, receivables, collections, cash application, and reconciliation so revenue does not stall between teams or systems.

Confirmed Orders Fulfilment Automated Billing Receivables AI Collections Cash Application Reconciliation
Book Demo
1
Connected revenue
workflow
Live
Order and cash
visibility
24/7
AI agent
execution
360°
Customer and order
context
Connected order-to-cash automation
Order-to-Cash Workflow Active
9
Revenue stages connected
What's different
Orders re-entered between Sales and Operations
Confirmed order and context move forward automatically
Billing waits for manual fulfilment confirmation
Approved milestones trigger billing immediately
Collections operate from aging spreadsheets
AI prioritises and executes personalised follow-up
Cash matched and reconciled by hand
Payments applied and reconciled automatically
The Problem

Revenue slows down in the handoffs between teams.

Sales confirms the order, Operations fulfils it, Finance invoices it, and Receivables collects it. When those stages run in separate systems and spreadsheets, billing is delayed, exceptions disappear, and cash arrives later than it should.

Orders Are Re-Entered

Confirmed orders are copied into fulfilment, billing, or ERP systems. Missing details and inconsistent data create delays before delivery even starts.

Billing Starts Too Late

Finance waits for email confirmation that work was completed or goods were delivered. Billable milestones pass without an invoice being generated.

Receivables Lack Context

Collectors see an overdue invoice but not the order, delivery, dispute, contact history, or promise to pay needed to take the right action.

Cash Is Reconciled Manually

Payments land without clear references and finance teams match them to invoices in spreadsheets. Unapplied cash grows while balances remain wrong.

Platform Capabilities

One agentic workflow from order to reconciled revenue

Every stage shares the same customer, order, invoice, payment, and exception context.

Order Handoff

Confirmed orders move from Sales into fulfilment and Finance with customer details, products, prices, terms, dates, and approvals intact.

No re-entry
Fulfilment Milestones

Track delivery, service completion, customer acceptance, and proof of fulfilment. Approved milestones trigger the next billing action automatically.

Event-driven billing
Automated Invoicing

Create accurate invoices from orders or milestones with the correct taxes, terms, supporting documents, and customer delivery channel.

Billing automation
Receivables Control

See open invoices, aging, credit exposure, disputes, promises to pay, and account history in one live workspace.

Live AR context
AI Collections

Run personalised voice, WhatsApp, SMS, email, and portal reminders with payment links, escalation rules, and promise-to-pay tracking.

Agentic outreach
Connected Payments

Accept configured digital payment methods, issue receipts, and update invoice and customer status as soon as a payment is confirmed.

Payment orchestration
Cash Application

Match incoming payments to invoices, apply full or partial cash, clear balances, and route unmatched transactions for review.

Automated matching
Reconciliation and Analytics

Synchronise accounting status and monitor cycle time, aging, DSO, disputes, unapplied cash, collection results, and process exceptions.

Closed-loop visibility
How It Works

From confirmed order to reconciled cash, automatically

1
Order Confirmed
Customer, products, terms, dates, and approvals move forward
2
Fulfilment Completed
Delivery or service milestones tracked and approved
3
Invoice Generated
Correct charges, taxes, terms, and evidence included
4
Receivables Managed
Aging, disputes, collections, and promises tracked
5
Payment Applied
Cash matched to invoices and balances cleared
6
Revenue Reconciled
Systems updated, exceptions closed, cycle measured
Connected Execution

Round Infinity vs Fragmented Order-to-Cash

CapabilityRound InfinityDisconnected SystemsManual / Spreadsheet
Shared order, customer, invoice, and payment context UnifiedSiloed
Fulfilment milestone automatically triggers billing Built-inIntegration needed
AI collections across voice and digital channels AgenticSeparate tool
Automatic cash application and reconciliation IncludedPartialManual matching
Live order-to-cash process visibility End to endPer system
Exception routing with complete context AutomaticTicket requiredEmail follow-up
Operational Outcomes

What changes when the revenue workflow is connected

Faster
Billing Readiness

Approved delivery and service milestones trigger invoicing without waiting for manual confirmation between Operations and Finance.

Lower
Days Sales Outstanding

Earlier invoices, prioritised receivables, AI follow-up, and direct payment options help cash arrive sooner.

Fewer
Manual Handoffs

Order, fulfilment, invoice, collection, and payment context moves through one workflow instead of spreadsheets and inboxes.

Live
Cash Visibility

Teams see where revenue is stalled, why it is stalled, who owns the exception, and what action happens next.

More Use Cases

Explore connected revenue and finance workflows

Payment Collection

Reach customers through AI voice and digital channels with direct payment links.

Accounts Payable

Automate supplier onboarding, invoice processing, approvals, and audit trails.

Sales & Prospecting

Qualify leads and move opportunities toward confirmed orders with AI follow-up.

Field Service

Connect service completion, customer acceptance, invoicing, and field payments.