Revolutionize Your Collections with the Next-Generation Accounts Receivable Workbench
Unlock the full potential of your Accounts Receivable (AR) operations with our intelligent, unified AR application—purpose-built for modern collections teams. Designed to streamline workflows, accelerate cash flow, and empower collectors, this application brings together automation, analytics, and AI-driven insights in a single, user-friendly workspace.
Key Features
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Unified Collections Workspace:
Centralize all AR activities—accounts, transactions, disputes, emails, and tasks—within a modern, intuitive interface. Eliminate silos and ensure your team always works with the latest, most accurate data. -
AI-Powered Now Assist:
Harness the power of ServiceNow’s Now Assist to automate routine tasks, generate intelligent customer summaries, and provide actionable recommendations. From drafting personalized emails to suggesting next steps, Now Assist empowers collectors to focus on high-impact activities. -
Smart Email Management:
Automatically classify and prioritize incoming emails, extract critical entities (like invoice numbers and dispute IDs), and generate tailored responses—ensuring prompt, accurate communication with customers. -
Comprehensive Dashboards & Analytics:
Monitor KPIs, track team performance, and gain deep insights into your collections process with customizable dashboards and advanced analytics. -
Automated Dunning & Follow-Ups:
Streamline reminders and follow-ups with automated workflows, reducing manual effort and improving collection timelines. -
Enhanced Collaboration:
Manage contacts, assign tasks, and track dispute resolutions—all in one place, fostering seamless teamwork and accountability.
The AR.BOT - Collections App is a robust, enterprise-grade solution designed specifically for Accounts Receivable (AR) teams. It streamlines and accelerates collections processes, enabling teams to manage overdue invoices efficiently, reduce days sales outstanding (DSO), and improve cash flow. With customized Key Performance Indicator (KPI) tracking and analytics, the app empowers AR teams to make data-driven decisions. Intelligent prioritization focuses efforts on high-value accounts, while automation optimizes workflows and reduces manual effort, ultimately enhancing collection timelines and overall efficiency.
Our Account Receivables (AR) application is designed to streamline and enhance the collections process by integrating critical data, improving user experience, and enabling real-time insights. Leveraging ServiceNow capabilities such as Data Sources and Transform Maps, the application seamlessly connects with our ERP system to provide up-to-date account and transaction data. The Next Experience UI delivers a modern, intuitive interface, while key features—including customizable dashboards, comprehensive account and transaction views, dispute tracking, centralized communications, and easy access to customer contacts—empower AR teams to work more efficiently, prioritize effectively, and drive faster collections through informed, data-driven decisions.
Data Sources and Transform Maps
We use Data Sources and Transform Maps in ServiceNow to integrate accounts and transaction data from our ERP system into the Accounts Receivables (AR) application. This ensures real-time updates, reduces manual data entry, and improves accuracy, enabling collectors to access the latest account information.
Next Experience UI
The Next Experience UI improves the user experience with a modern interface that centralizes key data, such as accounts, transactions, disputes, and tasks. This helps AR teams prioritize actions and make informed decisions to accelerate collections and enhance efficiency.
Landing Page with Dashboards & KPIs
The Landing Page provides an overview of the AR team's performance, displaying KPIs like overdue accounts and payment status. Customizable dashboards give real-time insights to guide data-driven decision-making.
Accounts List
The Accounts List offers a sortable, comprehensive view of customer accounts, showing key details like outstanding balances and account status, ensuring collectors have the most current data.
Transaction History
The Transaction History displays all account transactions, helping collectors identify discrepancies and ensure accurate account reconciliation.
Disputes List
The Disputes List tracks open and closed disputes, ensuring efficient management and prompt resolution, minimizing their impact on collections.
AR Mailbox
The AR Mailbox centralizes all communication with customers, allowing collectors to manage emails and reminders in one place, reducing the risk of missed follow-ups.
Contacts List
The Contacts List enables easy access to customer contact information, improving communication and follow-up efficiency for collectors.
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List all plugins required:
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UI Builder (sn_ui_builder)
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AR.BOT Collection App Dependencies
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Please install dependent plugin “BOT Components Library App”