---
title: "AI for Quote to Cash"
description: "Learn about Ordway's AI product strategy including contract abstraction, cash application, workflow prompts, and natural language processing."
url: "https://ordwaylabs.com/webinar-customer/ai-for-quote-to-cash/"
type: "Post"
publisher: "Ordway"
language: "en-US"
published: "2026-06-11T00:59:43+00:00"
updated: "2026-06-11T01:01:42+00:00"
author: "Steve Keifer"
categories:
  - "Webinar Customer"
---

# AI for Quote to Cash

### 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](/company/leadership/subbu-venkiteswaran-cto-ordway/), CTO at Ordway
* [Max Rosenberg](/company/leadership/), VP of Client Services at Ordway

[Play Video](https://vimeo.com/1200257765)![Webinar preview image for AI Product Roadmap](/wp-content/uploads/2026/06/ai-quote-to-cash-webinar-1080x608-1.jpg)

## About Ordway

Ordway is an all-in-one billing and revenue automation platform for growing B2B SaaS companies, typically from post-Series A to pre-IPO. It combines [Subscription Invoicing](/products/subscription-invoicing-software/), [Recurring Billing](/products/recurring-billing-software/), [Metered Billing](/products/metered-billing-software/), [SaaS Billing](/lp/ordway-saas-billing/), [SaaS Accounting](/products/saas-accounting-software/) and [AI-Powered Revenue Management](/products/ai-powered-revenue-management/) to automate complex pricing models, streamline revenue recognition and accelerate the financial close.
