How AI will Improve Billing, Revenue Accounting, and Customer Collections
Watch this educational webinar to hear the most common use cases for AI in the quote-to-cash lifecycle. Ordway’s CTO, Subbu Venkiteswaran, provides an explanation of how AI assistants can help you on-board customers faster, how AI auditors can pinpoint revenue leakage, and how AI agents will help ensure all the numbers tie up after a mid-contract change.
Topics covered:
- MCP Server for Claude – Get quick answers about your current ARR, upcoming renewal dates, or past due customer invoices. Enter natural language prompts into Claude and it will retrieve the data from Ordway without having to login and navigate to specific reports or setup filters.
- Cash Application – Download the check, wire, and ACH deposits from your statements into Ordway. Our AI cash application module will match them to open invoices and apply the payments to the customer’s account and update their balance.
- Contract Abstraction – Quickly get new contracts into Ordway. Simply upload the PDF and AI will scan the document and abstract all the key fields – products, pricing, payment terms, and contract start/end dates. A subscription will be automatically created for you to review and approve.
Speakers include:
- Subbu Venkiteswaran, CTO at Ordway
- Max Rosenberg, VP of Client Services at Ordway
