EntityAcme Industries Inc.
Tax IDTIN ••–•••0192
TermsNet 30 · MSA #A4
Customer record checks
Validate account details, billing entities, tax IDs, and payment terms.
Every customer record, always up to date.
Keep customer records, billing details, portal requirements, contacts, and payment instructions current, with missing-data issues triaged within one business day.
Customer record before and after Rex completes setup: missing fields become ready to billNeeds reviewReady to bill
ACME IndustriesCustomer · #C-44218
Billing contact
emily@acne.com
Payment terms
Missing
Portal requirement
Coupa?
Tax ID
Missing
Payment instructions
Missing
Rex completes setup
ACME IndustriesCustomer · #C-44218
Billing contact
emily@acme.com
Payment terms
Net 30 · MSA #A4
Portal requirement
Coupa
Tax ID
TIN ••–•••0192
Payment instructions
ACH · Chase ••••8420
Clean customer data, before it blocks cash.
Emily Chen
AP Lead · primary
Billing contact coverage
Find and maintain the right AP, procurement, and escalation contacts.
Coupa
Ready
Ariba
Pending
Tungsten
Ready
Portal readiness
Track which customers require portal setup, credentials, and submission rules.
W-9 received
Banking details
Insurance COI
Vendor onboarding support
Help complete customer onboarding steps, forms, and required documentation.
Terms mismatch
MSA: Net 30 · invoice: Net 45
Routed to Finance · J. Lee
Exception escalation
Surface missing data, mismatched terms, and blocked setup steps for review.
Audit log · #C-44218
Payment instructions added11:24 am · Rex
Approved · Net 3011:23 am · J. Lee
Audit trail
Record what changed, who approved it, and why.
Customer data management,handled by Rex.
Rex runs the manual O2C work your team would otherwise outsource.