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AI Powered Revenue Management

Agentic AI Workflows for SaaS and Subscriptions

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illustration of AI powered revenue automation screens on the Ordway application

Contract Abstraction

Skip the CRM integration and capture the details of each contract through automated AI abstraction.  Accelerate the quote-to-cash process for new logo contracts, upsells, and renewals.

AI bot parsing subscription contract to capture products, pricing, term, billing contact, and payment schedule
Subscription Details: Contract start and end dates, auto-renewal options, and cancellation clauses.
Line items: Unit prices, item quantities, and discount schedules for each product and plan on the service order.
Payment and Billing: Invoice schedule, payment terms, billing address, and billing contacts.

AI Reporting

SaaS Metrics, Receivables, and GAAP Revenue

Ask the Ordway agent complex questions about ARR, DSOs, and revenue growth in natural language

SaaS Metrics

Type in natural language questions about ARR/MRR, net retention, gross retention, renewal rates, and churn

GAAP Revenue

Chat about deferred and recognized revenue by account, product line, geography, and legal entity.

Accounts Receivable

Ask the agent about AR aging, days sales outstanding, and cash flow forecasts for specific accounts or all customers.

Customer Contracts

Ask the agent for details about customer subscriptions, contract commitments, and upcoming renewals

AI powered saas metrics reporting
AI invoice to payment matching for subscription s

Invoice-to-Payment Matching

AI-powered Cash Application 

Match checks, wire transfers, ACH credits, and debits received via banking channels to outstanding invoices.  Probabilistic and deterministic matching on:

  • Customer names

  • Payment amounts

  • Invoice or PO number

  • Consolidated payments for multiple invoices

  • Partial payments for a single invoice

AI Agentic Workflows

Subscription Billing and Accounts Receivable

Create custom automations for usage rating, subscription billing, and accounts receivable processes using Ordway’s AI-powered natural language workflow generator.

Usage-Based Billing – Trigger invoicing for new charges, replenishment of prepaid credits, or processing of metered consumption data.
Invoice Adjustments – Apply late fees, adjust line items, or modify rating calculations in advance of a billing run.
Accounts Receivable – Create workflows for resolving billing disputes, reviewing SLA violations, or applying credits/refunds.
illustration of ai agentic workflow for recurring billing

AI Powered Revenue Management FAQs

What is contract abstraction and how does Ordway’s AI help?

Contract abstraction is the process of automatically extracting key details from contracts, and Ordway’s AI automates this by capturing subscription specifics, line items, and payment terms to accelerate the quote-to-cash process. This solution eliminates the need for manual data entry and direct CRM integration, significantly improving efficiency for new deals, upsells, and renewals.

What types of financial reports can Ordway’s AI generate?

Ordway’s AI reporting can generate comprehensive insights across SaaS Metrics (such as ARR/MRR, net retention, churn), GAAP Revenue (including deferred and recognized revenue segmented by various dimensions), Accounts Receivable (like aging, DSO, cash flow forecasts), and Customer Contracts (detailing subscriptions, commitments, and upcoming renewals). Users can query this data directly using natural language.

How does Ordway’s AI facilitate invoice-to-payment matching?

Ordway’s AI performs cash application by accurately matching various payment types, including checks, wire transfers, and ACH credits/debits, to outstanding invoices using both probabilistic and deterministic matching logic. It is capable of handling complex scenarios such as consolidated payments for multiple invoices and partial payments for a single invoice based on criteria like customer names, payment amounts, and invoice/PO numbers.

Can Ordway’s AI automate custom financial workflows?

Yes, Ordway’s AI agentic workflows empower businesses to create custom automations for a wide range of processes including usage rating, subscription billing, and accounts receivable. These workflows can be generated and configured using natural language, enabling tailored solutions for tasks like triggering invoicing, applying late fees, modifying rating calculations, or resolving billing disputes.

What are the main benefits of using AI for revenue management?

The main benefits of using AI for revenue management include accelerating the quote-to-cash process, gaining instant and deep insights from natural language reporting, improving cash application accuracy and speed, and creating custom automations for complex billing and AR tasks. This comprehensive approach leads to enhanced financial efficiency, greater accuracy, and more strategic decision-making capabilities for subscription businesses.

See Ordway’s accounts receivable automation software in action.

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