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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

See Ordway’s accounts receivable automation software in action.

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