Rex: AI Agents for Order-to-Cash Operations

Research Context and Background

Rex is an AI-powered platform built to automate and improve the order-to-cash process for large global companies. This process covers everything from sending an invoice to collecting payment. Many businesses struggle with slow manual work, scattered information, and money getting stuck in their accounts. Rex solves these problems by using specialized AI agents that work continuously to monitor invoices, customer accounts, and every point of contact. The goal is to keep cash flowing smoothly without interruption.

Benefits

Rex offers several key advantages over traditional methods. It replaces slow manual work with a continuous AI workforce that handles tasks every minute of the day. The platform provides real-time visibility into all customer accounts and outstanding payments, replacing old spreadsheet tracking with a live dashboard. It also manages risk proactively by detecting when payment patterns change and flagging accounts that might miss their payment deadlines. Companies can see results quickly, often within weeks, without needing to hire more staff or wait for long consulting projects. The pricing model is based on outcomes and service levels rather than the number of people working on the project.

Use Cases

Rex is designed for global enterprises that need to manage complex financial workflows. It connects with major enterprise systems like Oracle NetSuite, SAP, Microsoft Dynamics, Salesforce, and Slack. The AI reads historical data and existing documents to understand the business context without needing human explanation. For example, if a customer is late on payments, Rex can detect the delay, calculate the risk, and automatically draft a follow-up email referencing specific invoice numbers. It handles collections, customer portals, payment disputes, and cash application tasks end-to-end. This makes it ideal for companies dealing with hundreds of customers and thousands of invoices that need constant attention.

Pricing

Rex uses an outcome and SLA-based pricing model. This means companies pay based on the results achieved and the service levels agreed upon, rather than paying for headcount or time spent. This approach ensures that the cost aligns with the value delivered to the business.

Vibes

Early users have reported significant efficiency gains. The platform has helped reduce the number of days sales outstanding, which is the time it takes to get paid. Teams have saved about 15 hours per week per accounts receivable operator. Customer response times have dropped to an average of 12 days, which is faster than industry standards. In one case, the system successfully managed operations for 342 customers and over 1,900 invoices totaling more than $18 million in receivables. The AI also achieved a 90% or higher auto-triage rate for incoming emails, meaning most routine messages were handled automatically without human intervention.

Additional Information

Rex is built with enterprise-grade security and compliance in mind. It holds SOC 2 Type II certification for monitoring and uses AES-256 encryption to protect data both in transit and at rest. The platform is GDPR compliant and offers data residency options for the European Union. Customer data is never used to train the AI models. For access control, it supports enterprise single sign-on through providers like Okta, Azure AD, and Auth0. Every action taken by the system is logged for full auditability, ensuring consistent and verifiable quality.