Skip to content
Design rollout
The AI delivery system for finance operations providers

Run more client operations with the same team.

Rex works each client's AR inbox, customer portals, and collections inside their existing stack, under your procedures, controls, and SLAs.

Start with one client and one workflow. See operating value in weeks.

Design a client rolloutSee Rex run a workflow
Client operation · Global manufacturer
Illustrative workflow
AR inbox + customer portals

Rex is running the AR inbox and customer portals for this account.

Work within SLA
99.4%
Actions completed
8,941
Median response
4m
Awaiting review
17
Rex is delivering...
Live activity Live

  1. Submitted 14 invoices through Coupa

    Portal queue1m ago

  2. Matched remittance to 6 open invoices

    Invoice queue3m ago

  3. Escalated pricing dispute with contract attached

    Operator review6m ago

  4. Retrieved a new PO from Ariba

    Portal queue8m ago

Proven in live enterprise AR operations

Read the customer story
2× inbound volume
Absorbed with no added headcount
22,000 actions
Completed autonomously in four months
30–40 portals
Operated in one enterprise environment
$40M+ in POs
Retrieved from customer portals

Results from Rex's work with Synthesia.

Built for the work between systems

Rex carries the O2C work your operators still do by hand.

Every client adds different systems, procedures, portals, and exceptions. Rex works across that environment continuously, completing routine actions and sending judgment calls to the right operator with the evidence attached.

AR inbox

01

Read each thread, gather the account context, and complete or route the next action.

Customer portals

02

Retrieve purchase orders, submit invoices, monitor status, and escalate rejections.

Collections

03

Work the assigned ledger, follow approved cadences, and track promises to pay.

One client. One workflow. One result.

Start small enough to control. Measure enough to expand.

  1. 01

    Connect

    Connect only the inboxes, systems, and portals required for the first workflow. No ERP migration.

  2. 02

    Set the guardrails

    Approve the procedures, permissions, thresholds, and escalation rules Rex will follow.

  3. 03

    Run and measure

    Track volume, hours returned, SLA attainment, exceptions, and cost to serve.

Your team stays in control

Your people lead the account. Rex runs the routine work.

You own the client relationship, procedures, approvals, and judgment calls. Rex works inside those boundaries and records every action it takes.

  • SOC 2 Type II monitoring
  • GDPR
  • SSO
  • Role-based access
  • Audit logs
  • No model training on customer data

Bring us one client workflow.

Bring one inbox, portal queue, or collections segment. We will map the work, controls, baseline, and success measures. Then we will leave you with a production rollout plan.

No deck required. A rough description is enough.

Design a client rollout