Review every open PO on 
Ariba …
Delegate the work
Rex handles customer follow-ups, portal submissions and cash matching across your existing systems.
AI-native order-to-cash with RexAI operations partner for order to cash
Rex is a new operating model for order to cash in the enterprise.
Collect cash faster, improve KPIs and deliver a better customer experience, without the headcount.
- Faster DSO
- 12d
- Touchless communications
- 90%+
- Average response time
- 30m
Agents now run order to cash
- Invoices collected84,260
- Portal submissions21,480
- Disputes triaged6,380
- Payments applied32,140
- Emails drafted118,620
- Promises captured8,940
- Actions completed184,120
How Synthesia transformed order-to-cash with Rex
With Rex, Synthesia brought AI into every part of its order-to-cash operation, giving its lean finance team the capacity to support continued growth.
Read storyFinance operations now run on agents
Turn your order-to-cash process into an agentic operation
Rex Agents take action across email, ERP, CRM, voice and chat, with oversight from expert finance operators. They drive collections, resolve disputes and keep systems updated, steadily improving your order to cash KPIs.
Agents
Specialized agents work every account across collections, disputes, cash application and portals.
Mission Control
See what every agent is working on, account by account, with each action logged as it happens.
Self-driving KPIs
Track DSO, response times and resolution rates against the targets you agreed with Rex.
Experts in the loop
Rex provides expert finance operators to support each deployment and oversee the work agents do.
Operating Procedures
Your policies become procedures agents follow, and each approved exception refines them.
Assistant
Ask about any customer, invoice or dispute and get an answer drawn from your own data.
Finance Context Layer
One view of each account, built from years of history in your ERP, CRM, inbox, portals and bank feeds.
SLAs
Response and resolution times are agreed with you up front, and Rex reports against them.
Solution
Your order-to-cash operation, run by Rex.Delegate collections, cash application and customer portal work to AI agents, with dedicated finance experts managing delivery.
What did we agree with Target?Who broke a payment promise this month?Top 10 accounts by outstanding balanceWhich customers have gone quiet for 14+ days?
Draft a follow-up to Volvo on INV-2847Summarize this week in ARWhy is Samsung's payment stuck?When did Walmart last pay on time?
Show me open disputes over $25KWhat's our DSO trending to next month?Flag accounts at risk of slipping past 60 daysWhich customers changed payment terms recently?
Stay in control
Set policies and approval limits. See completed work, open exceptions and performance against agreed KPIs and SLAs.
Case · Boeing
Active caseDetected payment cadence drift +7d
3 open invoices. No activity since Mar 28
Risk score: 82% slip past 60-day terms
Rex is monitoring
Have an expert on your side
A dedicated Rex finance expert leads onboarding, manages ongoing delivery and works with your team to improve KPIs.
Integrations
Rex unifies context from existing systems.No migration required.
Rex connects to your existing systems and builds context from years of history. Your team doesn't need to explain anything.
Rex
Oracle NetSuite
SAP
Microsoft Dynamics
Workday
Oracle Fusion
Salesforce
Slack
Microsoft Teams
SharePoint
Google DriveSecurity
Built for enterprise.
Compliance
SOC2 Type II
SOC 2 Type II certified, with AES-256 encryption, role-based access, and full audit logs on every action.
Data privacy
GDPR
GDPR compliant with EU data residency. Encrypted in transit and at rest. Your data is never used to train models.
Enterprise-grade
Enterprise SSODirectory SyncRole-based accessAgent audit logsNo model training
Enterprise SSO with Okta, Azure AD, Auth0, and dozens more, plus SCIM directory sync and magic links.
Rex is learning
Gmail · Boeing threadRex
Subject: RE: Invoice INV-2847
We'll process this via Coupa portal using PO #BG-44218. Payment will follow net 45 terms per the MSA.
Rex extracted
Portal: CoupaTerms: Net 45PO: #BG-44218
Comparison
The new way to run order to cashvs traditional outsourcing.
Traditional outsourcingRex
Pricing
Traditional
Priced by headcount and scope.
Rex
Outcome and SLA-based pricing.
Coverage
Traditional
Depends on staffing, shifts, and handoffs.
Rex
Continuous coverage with minute-level triage.
Visibility
Traditional
Monthly reports, reviews, and status calls.
Rex
Live view of actions, blockers, and SLA status.
Onboarding
Traditional
Multi-month transition, documentation, and ramp-up.
Rex
Start in days. See value in weeks.
Control
Traditional
Process docs and offshore management.
Rex
Implement process changes by next day.
Quality
Traditional
Highly variable.
Rex
Consistent and auditable.
FAQ
Frequently asked questions.
Rex is a managed AI service for accounts receivable and order-to-cash teams. Here’s how it works, what it runs and how it stays under your control.
Managed AI service
What Rex is, who it's for, and how the service is delivered.
Rex is an AI operations partner for order-to-cash. Rex agents run accounts receivable workflows for enterprise finance teams, including collections, invoice portal uploads, cash application, payment reconciliation, and AR inbox management.
Rex connects to the systems you already use, including your ERP, CRM, email, and Microsoft Teams.
Rex is a managed AI service. Its AI agents and finance experts run accounts receivable work inside your existing systems, following your procedures and approval rules, rather than handing your team another tool to operate.
There is no self-serve sign-up, API, or sandbox. Each production workspace is scoped and set up with your finance team.
Rex is built for enterprise finance and accounts receivable teams with resource-intensive order-to-cash operations. That typically means large customer bases, multiple systems, high transaction volumes, and manual work across collections, cash application, billing, disputes, and customer portals.
Most accounts receivable software helps teams organize, prioritize, or automate parts of the AR process. Rex is designed to do the underlying work.
Rex agents can follow up with customers, upload invoices to supplier portals, reconcile payments, process remittances, update systems, and handle routine requests. Your team stays in control of exceptions, approvals, and higher-risk decisions.
Outsourcing moves the work to another team. Rex runs routine order-to-cash work with AI agents inside your own systems and under your procedures, and routes exceptions and judgment calls to your team.
Rex also works with finance operations providers, as the AI delivery system for their clients' AR inbox, customer portals, and collections.
AR operations
The order-to-cash work Rex runs: collections, the AR inbox, customer portals, disputes and cash application.
Rex covers customer setup, the shared AR inbox, order and PO readiness, collections, customer portal submissions, disputes and deductions, and cash application.
Each runs inside your existing ERP, email, and portals, with exceptions routed to the right person on your team.
Rex monitors every open receivable, customer balance, and due date, sends context-aware payment reminders, and responds to customer replies. It tracks payment promises to their due date and follows up when they slip.
It also flags quiet accounts and changing payment patterns, and routes sensitive accounts, strategic customers, and unusual situations to your team for review.
Yes. Rex's AI agents and finance experts run the shared AR inbox on top of your existing ERP. They classify remittances, status questions, disputes, and portal issues, draft and send replies with account context, and route the exceptions that need a person.
Rex supports 130+ portals, including Coupa, SAP Ariba, Tungsten, Tradeshift, Basware, and Procurify. For net-new portals, Rex runs a guided setup and is typically operational within days, subject to portal complexity.
Inside a portal, Rex can log in, fetch purchase orders, submit invoices, attach PDFs, complete required fields, capture confirmation references, check status, and identify rejection reasons.
Rex identifies pricing issues, missing documents, short payments, and customer objections, then pulls the context from invoices, contracts, orders, email threads, and your CRM.
It routes each dispute to the right owner in finance, sales, customer success, legal, or billing, drafts customer responses, and tracks resolution and cash impact until payment is unblocked. Recurring dispute drivers are surfaced with recommended fixes.
Rex monitors payments that have arrived but haven't been allocated, and matches remittance details to invoices, customers, and open balances. It flags deductions, underpayments, and unexplained differences, and asks customers for remittance advice where it's missing.
Unclear matches, disputes, and write-off decisions go to your finance team, and unapplied cash and blockers are summarized before month-end close.
Yes. Rex validates customer records, billing entities, tax IDs, and payment terms, maintains AP and procurement contacts, and tracks which customers need portal setup.
It also checks each order against its PO, payment terms, and billing requirements before invoicing, and requests missing PO details from customers until they arrive.
Systems & setup
How Rex connects to your stack, learns your procedures and goes live.
No. Rex works with your existing finance stack rather than replacing it.
Rex connects to ERP, CRM, email, collaboration tools, customer portals, and existing AR systems, then operates workflows across them. There is no ERP migration or rip-and-replace project.
Rex works across ERPs including Oracle NetSuite, SAP, Microsoft Dynamics, Workday, and Oracle Fusion, as well as Salesforce, Slack, Microsoft Teams, SharePoint, Google Drive, email, and 130+ customer portals.
Most teams can go live with Rex in under two weeks.
Rex connects to your existing systems and learns the procedures your team already follows. There is no data migration or lengthy software implementation required.
Rex turns your siloed data and your team's expertise into a finance context layer, then encodes your standard operating procedures as agent operating procedures.
Agents learn from feedback and self-evaluation, and changes can be backtested against past work before they run in production.
No. Rex is a managed service, so there is no self-serve sign-up, API key, sandbox, or public developer platform, and live invoice data can't be pulled from rex.inc. Production workspaces are set up with your finance team.
To get started, book a walkthrough with the team.
Security & control
Approvals, audit trails, data handling and the AI models behind Rex.
Rex follows your procedures, policies, approval rules, and authority limits. Every action is recorded with a full audit trail.
When a case requires human judgment or falls outside its authority, Rex escalates it to the right person with the relevant customer, invoice, payment, and communication context already assembled.
Your team keeps the policies, approval limits, and decisions that need judgment. Rex routes disputes, sensitive accounts, and other judgment calls to the right owner with the evidence attached.
You can see what was cleared, what was routed, and what still needs a person.
Rex works on a human-in-the-loop approval model. Actions such as sending a customer email or applying a credit can be surfaced for review before they run, and every action includes a decision trace explaining why it was taken and what data informed it.
Approval requirements can be relaxed over time for specific action types, but only under policies you configure.
Rex is SOC 2 Type II certified. Each customer operates in a fully isolated environment, with data, policies, and agent context scoped to that tenant. Rex runs on AWS, and authentication is handled by WorkOS with support for enterprise SSO.
The SOC 2 report, subprocessors, and current security posture are published in the Rex Trust Center.
Rex uses Anthropic's Claude models through AWS Bedrock for all inference, which runs server-side inside Rex's infrastructure. Rex does not train, fine-tune, or host its own models.
Your data is never used to train or fine-tune any model and is never shared across customers. AWS Bedrock operates under zero data retention by default, so prompts and completions are not stored by the model provider.
Yes. Every action is recorded with an audit trail showing what was done, the data used, the reasoning, the result, and any escalation, for actions taken by agents and by operators.
Pricing & ROI
How Rex is priced, the results teams see, and how to get started.
Rex is priced around outcomes, not seats.
Pricing reflects the scope and volume of finance operations Rex takes on, and is benchmarked against the cost of running those processes with internal teams, shared service centers, or BPO providers rather than traditional software licenses.
Rex improves accounts receivable performance in two ways: it reduces the manual work required to run AR and helps invoices turn into cash faster.
Customers typically see DSO improve by around 12 days and save more than 20 hours of manual work per AR operator each week. Results can begin within weeks of deployment.
Book a 30-minute walkthrough with the team. From there, the production workspace is scoped with your operators around the workflows you want Rex to run.
Most teams go live in under two weeks.
Can’t find your answer? Ask the team or book a walkthrough.
Learn more
See Rex run your order-to-cash.
A 30-minute walkthrough of how specialized agents work every account, under your guardrails.