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Ai Automation

Ai supercharges Accounts Receivable, Accounts Payable, Marketing, and Sales by automating tedious tasks, reducing errors, and delivering insights that drive smarter decisions. In AR/AP, it accelerates invoice matching, payment reminders, fraud detection, and exception handling, cutting processing time and improving cash flow.

 

In Marketing and Sales, Ai analyzes customer behavior, personalizes outreach, scores leads, and even writes emails or ad copy that converts. It helps teams move faster, sell smarter, and stay ahead of the curve. Bottom line: Ai turns back-office and front-office operations into growth engines.

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All at a fraction of the cost than most competitors. 

Remittance automation - AR

Using Ai to process cash applications from emails and lockboxes in accounts receivable significantly boosts efficiency and accuracy. By automatically extracting remittance details, matching payments to open invoices, and updating the ERP system in real-time, Ai reduces manual data entry, minimizes errors, and accelerates cash flow. This frees up AR teams to focus on higher-value tasks like resolving discrepancies and improving customer relationships. Plus, it ensures faster payment reconciliation and better visibility into outstanding balances—all without the usual chaos of inbox digging or spreadsheet juggling. 

2

Email automation 

Ai takes email management to the next level by going beyond static Outlook rules—offering dynamic, context-aware sorting, prioritizing, responding, and forwarding of messages. It can understand the intent, urgency, and content of each email, automatically draft or send replies, escalate critical issues, and route messages to the right team or person. This eliminates the noise, reduces missed communications, and ensures faster response times—all while learning and improving from your behavior over time. It’s like having an executive assistant who never sleeps and doesn’t get overwhelmed.

3

24/7 Customer service with real answers

Ai excels at managing texts and chat conversations by providing instant, consistent, and context-aware responses—24/7. It can handle high volumes of inquiries simultaneously, prioritize urgent messages, and escalate complex issues to a human when needed. Whether it's customer service, internal team support, or vendor coordination, AI ensures conversations stay organized, follow tone guidelines, and never fall through the cracks. It’s like having a tireless communications manager who knows your business inside and out and never leaves a message unread.

4

Phone call management

Ai revolutionizes phone call management by answering, making, and routing calls with precision and efficiency. It can greet callers with a natural voice, understand their intent using speech recognition, and direct them to the right person or department—no more endless phone trees or dropped calls. AI can also make outbound calls to follow up on invoices, schedule appointments, or confirm orders, all while logging call details into your CRM or ERP system. It handles repetitive conversations flawlessly and frees up your team to focus on more strategic tasks. Think of it as your always-on-call receptionist, follow-up specialist, and switchboard operator rolled into one.

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