# Rex

> Rex builds the AI order-to-cash workforce for global enterprises, with agents that cover every account and resolve exceptions before cash gets stuck.

## Resources

### Guides & Playbooks
- [How to prevent late payments before they happen](https://www.rex.inc/resources/guides/how-to-prevent-late-payments): Most late payments are preventable. Here are the upstream tactics, from clear terms to pre-due reminders, that stop invoices going overdue in the first place.
- [How to handle delinquent accounts without damaging the relationship](https://www.rex.inc/resources/guides/how-to-handle-delinquent-accounts): A tiered playbook for delinquent accounts: how to sort them by risk, apply the right pressure to each, and know when to escalate or write off.
- [How to reduce DSO: a step-by-step playbook](https://www.rex.inc/resources/guides/how-to-reduce-dso): Reducing days sales outstanding comes down to a handful of operational levers. This playbook walks the steps that pull DSO down and keep it there.
- [Friendly first reminder vs final notice: how to get the tone right](https://www.rex.inc/resources/guides/friendly-reminder-vs-final-notice): A side-by-side guide to the two ends of the dunning spectrum, with examples of the friendly reminder and the final notice, plus how to escalate and match tone to risk.
- [How to build a payment reminder email sequence that collects on autopilot](https://www.rex.inc/resources/guides/payment-reminder-email-sequence): Build a before-due, due-date, and post-due reminder cadence that collects most invoices automatically, with templates, timing, and the metrics that prove it works.
- [How to handle payment disputes and still collect on time](https://www.rex.inc/resources/guides/how-to-handle-payment-disputes): A payment dispute is a customer's reason for holding an invoice. Here is a step-by-step process to resolve disputes fast, the templates to run it, and how to keep cash moving.
- [How to chase invoices politely and still get paid fast](https://www.rex.inc/resources/guides/how-to-chase-invoices-politely): Polite persistence collects faster than aggression. Here are the email templates, the right follow-up cadence, and how to escalate courteously when a customer ignores you.
- [How to collect outstanding invoices faster: a step-by-step guide](https://www.rex.inc/resources/guides/how-to-collect-outstanding-invoices): A repeatable process for collecting outstanding invoices, from first reminder to escalation, with email and call templates and tips to stop repeat late payers.
- [How to ask for payment professionally without sounding pushy](https://www.rex.inc/resources/guides/how-to-ask-for-payment-professionally): Phrasing and ready-to-use templates for asking customers to pay, before and after the due date, that stay firm and polite without burning the relationship.
- [How to improve your AR collection process in 7 steps](https://www.rex.inc/resources/guides/how-to-improve-ar-collection-process): Most AR collection problems are process leaks, not effort problems. This 7-step audit shows where the cycle breaks down and how to fix each gap for good.
- [How to write a credit policy that prevents bad debt](https://www.rex.inc/resources/guides/how-to-write-a-credit-policy): A credit policy is the written set of rules for who gets terms and how much they can owe. Here is a template, the decision rules behind it, and how to keep it current.
- [How to apply cash and match payments to invoices faster](https://www.rex.inc/resources/guides/how-to-apply-cash-to-invoices): Cash application matches incoming payments to open invoices. Here is the process, where it slows teams down, and how to clear partial pays and remittance faster.
- [How to reduce DSO without hiring more AR staff](https://www.rex.inc/resources/guides/how-to-reduce-dso-without-hiring): You can cut days sales outstanding without adding headcount by automating the repetitive bulk of collections and pointing your people at the accounts that need judgment.
- [How to negotiate a payment plan with a late-paying customer](https://www.rex.inc/resources/guides/how-to-negotiate-a-payment-plan): A payment plan turns a stuck balance into scheduled cash you can count on. Here is how to structure one, the scripts to propose it, an agreement template, and how to enforce it.
- [How to deal with non-paying customers: a B2B collections playbook](https://www.rex.inc/resources/guides/how-to-deal-with-non-paying-customers): An escalation ladder for non-paying B2B customers, from reminder to legal action, with scripts for each rung and how to protect cash flow while you collect.
- [AR aging report: how to read it and act on it](https://www.rex.inc/resources/guides/ar-aging-report-how-to-use): An AR aging report sorts open invoices by how overdue they are. Here is how to read the buckets, turn them into a prioritized worklist, and track the trend.
- [How to reduce bad debt and protect your bottom line](https://www.rex.inc/resources/guides/how-to-reduce-bad-debt): Most bad debt is preventable. This guide covers the levers that stop invoices going bad, from credit screening to early follow-up to a clear write-off policy.
- [How to escalate to collections: a decision framework for AR teams](https://www.rex.inc/resources/guides/how-to-escalate-to-collections): Escalating to collections should follow clear triggers, not gut feel. Here are the thresholds that justify escalation, the internal-versus-agency choice, and a handoff checklist.
- [How to automate payment reminders without losing the personal touch](https://www.rex.inc/resources/guides/how-to-automate-payment-reminders): Automated reminders scale, but generic ones get ignored. Here is how to automate the cadence while keeping every message personal, and what good automation actually does with replies.
- [How to build a dunning email sequence that reduces late payments](https://www.rex.inc/resources/guides/dunning-email-sequence): A dunning email sequence is a scheduled set of reminders that escalate in tone as an invoice ages. Here is how to structure one for B2B AR and the templates for each step.
- [How to build a collections workflow from scratch](https://www.rex.inc/resources/guides/how-to-build-a-collections-workflow): A collections workflow is built from three parts: stages, triggers, and owners. This blueprint shows how to define each one and wire them into a working end-to-end system.
- [How to set payment terms that get you paid on time](https://www.rex.inc/resources/guides/how-to-set-payment-terms): Payment terms set when and how a customer pays. Here is how to pick terms that protect cash flow, communicate them so they stick, and word them on invoices and contracts.
- [How to collect overdue invoices: templates, timing, and escalation](https://www.rex.inc/resources/guides/how-to-collect-overdue-invoices): The full overdue-invoice workflow, with a day-by-day timeline, copy-ready templates for each touch, escalation rules, and when to write off versus keep pursuing.
- [How to run an effective collections team](https://www.rex.inc/resources/guides/how-to-run-an-effective-collections-team): Structure, metrics, and cadence for a high-performing AR team. How to assign accounts, coach collectors, and free them from busywork to focus on real conversations.
- [How to forecast collections and predict your cash flow](https://www.rex.inc/resources/guides/how-to-forecast-collections): A collections forecast predicts how much of your open receivables will land, and when. Here is a method, a template, and how to keep it accurate week to week.

### AR by Industry
- [Accounts receivable and collections for professional services](https://www.rex.inc/resources/industries/accounts-receivable-collections-professional-services): Professional-services firms bill on milestones, retainers, and time, so AR stalls on approvals and scope questions. Here is how to collect faster without straining the client relationship.
- [Accounts receivable and collections for ecommerce: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-ecommerce): B2B ecommerce AR breaks under high order volume, many payment rails, and marketplace deductions. Here is what makes it hard and how to reconcile and collect at scale.
- [Accounts receivable and collections for staffing and HR firms](https://www.rex.inc/resources/industries/accounts-receivable-collections-staffing-hr): Staffing firms pay workers weekly but clients pay slowly, creating a brutal cash gap. Here is why staffing AR is so tight and how faster, timesheet-driven collections fund growth.
- [Accounts receivable and collections for SaaS and software](https://www.rex.inc/resources/industries/accounts-receivable-collections-saas-software): SaaS AR runs on subscriptions, renewals, and failed card payments, not one-off invoices. Here is why it differs, how involuntary churn happens, and how to recover cash without hurting NRR.
- [Accounts receivable and collections for legal and law firms: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-legal-law-firms): Law firm AR struggles with high WIP, slow client payment, and fee disputes that pull partners off billable work. Here is how to collect tactfully and improve realization.
- [Accounts receivable and collections for transportation and logistics: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-transportation-logistics): Freight and logistics AR runs on high-volume invoicing, detention and accessorial disputes, and POD-driven short pays. Here are the collection patterns that matter and how to fix them.
- [Accounts receivable and collections for healthcare and life sciences](https://www.rex.inc/resources/industries/accounts-receivable-collections-healthcare-life-sciences): B2B healthcare and life-sciences AR is hard because of GPO contracts, chargebacks, and rebate reconciliation. Here is what makes these receivables complex and how to collect them faster.
- [Accounts receivable and collections for equipment and heavy industry: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-equipment-heavy-industry): Equipment and heavy industry AR mixes large-ticket sales, financing, rentals, and parts billing. Here is what makes collections complex and how to protect cash on high-value accounts.
- [Accounts receivable and collections for construction: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-construction): Construction AR runs on progress billing, retainage, lien deadlines, and pay-when-paid chains. Here are the collection patterns that matter and how to track the documentation that gets you paid.
- [Accounts receivable and collections for wholesale distribution: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-wholesale-distribution): Wholesale distribution AR runs on high invoice volume, thin margins, and constant deductions. Here are the collection patterns that protect margin and how to recover the leakage at scale.
- [Accounts receivable and collections for manufacturing: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-manufacturing): Manufacturing AR runs on long terms, large balances, and deductions. Here are the collection patterns that matter in manufacturing and how to fix the disputes and remittance work that slow cash.
- [Accounts receivable and collections for business services: challenges and how to fix them](https://www.rex.inc/resources/industries/accounts-receivable-collections-business-services): Business services AR runs on recurring contracts, renewals, and high account volume per collector. Here is how to scale collections without scaling headcount or straining clients.

### AR Metrics & KPIs
- [Collections KPIs that actually predict cash recovery](https://www.rex.inc/resources/ar-metrics/collections-kpis): The collections KPIs that predict how much cash you will recover, with formulas, worked examples, benchmarks, and how to improve each without adding headcount.
- [DSO vs CEI vs ADD: which AR metric tells the truth](https://www.rex.inc/resources/ar-metrics/dso-cei-add): DSO, CEI, and ADD each measure collections differently. Here is what each reveals, where DSO misleads, and how to read all three together for the real picture.
- [Accounts receivable metrics and KPIs that matter](https://www.rex.inc/resources/ar-metrics/accounts-receivable-metrics-and-kpis): A field guide to the core accounts receivable metrics: DSO, CEI, ADD, aging buckets, and bad debt ratio, with the formula for each and how to read it.
- [How to measure collections team performance fairly](https://www.rex.inc/resources/ar-metrics/measure-collections-team-performance): How to measure a collections team on results they actually control: which metrics matter, which are vanity, and how to judge a human-plus-agent team.
- [Collections forecasting: how to predict what you will collect](https://www.rex.inc/resources/ar-metrics/collections-forecasting): Collections forecasting predicts how much cash you will collect, and when, from open receivables. Here are the methods, the data you need, and how to get accurate.
- [How to improve cash flow forecasting accuracy](https://www.rex.inc/resources/ar-metrics/cash-flow-forecasting-accuracy): Cash flow forecasts miss most often on the receivables line. Here is how to measure forecast accuracy and the inputs and behavioral signals that tighten it.
- [How to benchmark DSO by industry the right way](https://www.rex.inc/resources/ar-metrics/benchmark-dso-by-industry): Industry DSO benchmarks mislead more often than they help. Here is how to benchmark DSO properly, adjust for terms and seasonality, and close the gap that matters.
- [AR performance metrics every CFO should watch](https://www.rex.inc/resources/ar-metrics/ar-performance-metrics-cfos): The AR metrics a CFO should track map directly to cash and working capital: DSO, CEI, aging, bad debt, and forecast accuracy. Here is what each one tells you.
- [The working capital metrics that drive real cash decisions](https://www.rex.inc/resources/ar-metrics/working-capital-metrics): The working capital metrics that actually drive cash decisions: the cash conversion cycle, DSO, DPO, DIO, and the ratios CFOs use, with formulas and targets.
- [Days deductions outstanding: the metric hiding your lost cash](https://www.rex.inc/resources/ar-metrics/days-deductions-outstanding-tracking): Days deductions outstanding (DDO) measures how long deductions sit unresolved. Here is the formula, root-cause categories, and how to track and clear them faster.
- [AR aging analysis: how to read it and act on it](https://www.rex.inc/resources/ar-metrics/ar-aging-analysis): AR aging analysis sorts open receivables by how overdue they are so you can see risk and decide which accounts to chase first. Here is how to read and use it.
- [Leading vs lagging AR indicators: stop managing in the rearview](https://www.rex.inc/resources/ar-metrics/leading-vs-lagging-ar-indicators): Lagging AR metrics like DSO confirm problems weeks too late. Here are the leading indicators that predict cash early, and how to act on them in time.
- [How to build an AR dashboard CFOs will actually use](https://www.rex.inc/resources/ar-metrics/build-ar-dashboard): What belongs on an accounts receivable dashboard, the core metrics and views, design principles for clarity, and why a live dashboard beats a monthly BI export.
- [The 12 AR KPIs every finance team should track in 2026](https://www.rex.inc/resources/ar-metrics/ar-kpis-to-track): The 12 accounts receivable KPIs that matter, with the formula for each, what good looks like, and how to turn the numbers into collected cash.

### AI & Agentic AR
- [AI in order-to-cash: automating the full revenue cycle](https://www.rex.inc/resources/ai-ar/ai-order-to-cash): AI agents are starting to run the order-to-cash cycle end to end, not just dashboard it. Here is where they fit across O2C and why collections is the place to start.
- [AI AR implementation guide: from pilot to production](https://www.rex.inc/resources/ai-ar/ai-ar-implementation-guide): A step-by-step guide to implementing an AI accounts receivable agent, from data readiness and ERP integration through a supervised pilot to full production autonomy.
- [AI for B2B collections: handling complex buyer relationships](https://www.rex.inc/resources/ai-ar/ai-for-b2b-collections): B2B collections means AP portals, approval chains, and multiple contacts per account. Here is how AI agents navigate that complexity while protecting the relationship.
- [What is an AI AR agent and how does it work](https://www.rex.inc/resources/ai-ar/what-is-an-ai-ar-agent): An AI AR agent is autonomous software that reads the state of each account, decides the next action, takes it across your systems, and is measured on cash recovered. Here is how it works and how it differs from a chatbot or an RPA bot.
- [AI collections email personalization at scale](https://www.rex.inc/resources/ai-ar/ai-collections-email-personalization): Real personalization in collections is decisioning, not mail-merge. An AI agent chooses tone, timing, and channel per relationship and acts on replies on its own. Here is how it works.
- [Trust and guardrails for AI in finance](https://www.rex.inc/resources/ai-ar/trust-guardrails-ai-finance): Autonomous AI is only viable in finance with strong guardrails, approval gates, and auditability. Here is how to design controls that let an agent act while keeping you in control.
- [AI agents for finance teams: a practical primer](https://www.rex.inc/resources/ai-ar/ai-agents-for-finance-teams): An AI agent is software that does finance work on its own and is judged on the result. Here is how to direct it, supervise it, and trust it to run AR.
- [Multi-agent systems for finance: specialized agents working together](https://www.rex.inc/resources/ai-ar/multi-agent-systems-finance): A multi-agent system uses specialized AI agents for collections, cash application, and disputes that coordinate to run accounts receivable. Here is how they hand off, stay accountable, and scale toward autonomous order-to-cash.
- [Generative AI vs agentic AI in finance: what's the real difference](https://www.rex.inc/resources/ai-ar/generative-vs-agentic-ai-finance): Generative AI drafts content for a person to review and send. Agentic AI decides, acts across systems, and is accountable for the outcome. Here is the precise difference and why it matters for AR.
- [AI dispute management: resolving invoice disputes faster](https://www.rex.inc/resources/ai-ar/ai-dispute-management): AI dispute management detects disputes, gathers the evidence, routes them to the right owner, and drives them to closure, instead of flagging them for staff to work by hand.
- [AI for DSO reduction: a practical playbook](https://www.rex.inc/resources/ai-ar/ai-for-dso-reduction): A practical playbook for using AI to reduce DSO, covering what really drives it up, where AI shortens each stage of the cycle, and realistic timelines for the drop.
- [Agentic AI for collections: from reminders to autonomous recovery](https://www.rex.inc/resources/ai-ar/agentic-ai-for-collections): Agentic AI for collections is a system accountable for recovering cash on its own, not a smarter reminder scheduler. Here is what it owns, how it decides, and how to measure it.
- [AI for cash application: matching payments to invoices automatically](https://www.rex.inc/resources/ai-ar/ai-for-cash-application): AI for cash application matches incoming payments to open invoices, resolves the exceptions, and posts the result. Here is how it works and where agentic differs from assistive.
- [AI deductions management: cutting through short pays and chargebacks](https://www.rex.inc/resources/ai-ar/ai-deductions-management): AI deductions management uses an agent to classify short pays and chargebacks, validate them against contracts, and recover the invalid ones automatically instead of queuing them for analysts.
- [AI credit risk assessment for B2B receivables](https://www.rex.inc/resources/ai-ar/ai-credit-risk-assessment): AI credit risk assessment treats each customer's risk as a live signal an agent acts on, continuously adjusting collections per account instead of relying on a static annual scorecard.
- [Machine learning for payment prediction in accounts receivable](https://www.rex.inc/resources/ai-ar/machine-learning-payment-prediction): How machine learning predicts which invoices will pay late, what data it learns from, and how an AR agent turns those predictions into action before invoices go past due.
- [AI ROI in accounts receivable: modeling the business case](https://www.rex.inc/resources/ai-ar/ai-roi-accounts-receivable): How to model the ROI of AI in accounts receivable using the outcomes an agent is accountable for: recovered cash, lower DSO, reduced bad debt, and freed capacity. With formulas and worked examples.
- [Agentic AI for the office of the CFO](https://www.rex.inc/resources/ai-ar/agentic-ai-office-of-cfo): Why accounts receivable is the CFO's highest-ROI starting point for agentic AI, how to govern an agent that acts on the ledger, and how to build the business case.
- [AI AR audit trails: explaining every agent decision](https://www.rex.inc/resources/ai-ar/ai-ar-audit-trail-explainability): An audit trail records what an AR agent did, when, and why. Here is what a complete trail captures, how to trace an agent's reasoning, and how it satisfies auditors.
- [Autonomous accounts receivable: the self-driving AR function](https://www.rex.inc/resources/ai-ar/autonomous-accounts-receivable): Autonomous accounts receivable is an AI agent that runs the collections cycle end to end and is accountable for cash outcomes, with people supervising and approving the edge cases.
- [AI invoice matching: eliminating manual reconciliation](https://www.rex.inc/resources/ai-ar/ai-invoice-matching): AI invoice matching reconciles payments to invoices and posts the result, instead of suggesting matches for a clerk to confirm. Here is how it handles two- and three-way matching and the messy exceptions.
- [The future of accounts receivable: autonomous, agentic, accountable](https://www.rex.inc/resources/ai-ar/future-of-accounts-receivable-ai): AR is shifting from teams that do the work to teams that supervise agents doing it. Here is what changes, what stays human, and how to prepare your finance team.
- [AI risk and compliance in accounts receivable](https://www.rex.inc/resources/ai-ar/ai-risk-compliance-ar): Autonomous AR is only viable when every agent action is policy-bound, logged, and explainable. Here is how compliance, controls, and audit readiness are built into agentic AR.
- [How to evaluate AI AR vendors: a buyer's checklist](https://www.rex.inc/resources/ai-ar/how-to-evaluate-ai-ar-vendors): A practical checklist for evaluating AI accounts receivable vendors. Learn the questions that separate real agentic AR from rebranded automation, and how to score vendors objectively.
- [How AI agents work in accounts receivable](https://www.rex.inc/resources/ai-ar/how-ai-agents-work-accounts-receivable): An AI AR agent reads account context, decides the next best action, and acts across email, ERP, and payment systems. Here is the loop that makes it work, step by step.
- [AI credit and compliance: defensible credit decisions in B2B AR](https://www.rex.inc/resources/ai-ar/ai-credit-compliance-ar): An AI agent can make credit and collections decisions that are explainable, policy-compliant, and consistent across accounts. Here is how autonomy stays accountable.
- [AI in accounts receivable: how autonomous agents are replacing manual collections](https://www.rex.inc/resources/ai-ar/ai-in-accounts-receivable): AI in accounts receivable has moved from dashboards that surface work to agents that do the work and own the result. Here is what changed and how to adopt it.
- [Human-in-the-loop AR automation: keeping control as AI takes over](https://www.rex.inc/resources/ai-ar/human-in-the-loop-ar-automation): Autonomy and control are not opposites. The agent runs the AR work while people set policy, approve high-stakes moves, and review the audit trail. Here is how to design that balance.
- [AI vs RPA in accounts receivable: why bots aren't agents](https://www.rex.inc/resources/ai-ar/ai-vs-rpa-accounts-receivable): RPA bots replay fixed scripts and break on anything unexpected. AI agents reason over each account and adapt. Here is the difference, where RPA fails in AR, and when to switch.
- [Autonomous finance: what it means for the modern finance team](https://www.rex.inc/resources/ai-ar/autonomous-finance): Autonomous finance is systems that execute and own financial workflows, not just report on them. Here is what it means in practice and why AR is the first place to prove it.
- [AI collections software: what to look for beyond automated dunning](https://www.rex.inc/resources/ai-ar/ai-collections-software): Most AI collections software is rule-based dunning with an AI label. Here is how to tell the difference and what an agent that reasons and acts on each account should do.
- [AI cash flow forecasting: predicting when customers will actually pay](https://www.rex.inc/resources/ai-ar/ai-cash-flow-forecasting): AI cash flow forecasting predicts the date each invoice will be paid from real customer behavior, then lets an agent act on the forecast to pull cash forward instead of just reporting it.

### Accounts Receivable Automation
- [Multi-entity AR: managing receivables across subsidiaries and currencies](https://www.rex.inc/resources/ar-automation/multi-entity-ar): Multi-entity AR means collecting and reconciling receivables across separate legal entities, ledgers, and currencies. Here is what makes it hard and how to run it cleanly.
- [AR automation implementation: a practical rollout playbook](https://www.rex.inc/resources/ar-automation/ar-automation-implementation): A step-by-step playbook for implementing AR automation without a rip-and-replace project. Assess maturity, sequence what to automate first, and earn trust task by task.
- [Month-end close for AR teams: a faster, cleaner path](https://www.rex.inc/resources/ar-automation/month-end-close-ar-teams): The AR month-end close ties receivables to the ledger and books the right accruals and reserves. Here is a checklist and how to turn close into a review, not a scramble.
- [The accounts receivable process explained: from invoice to cash](https://www.rex.inc/resources/ar-automation/accounts-receivable-process-explained): The accounts receivable process is the cycle from issuing an invoice to collecting and applying the cash. Here is each step, where teams lose time, and how AI changes it.
- [What is accounts receivable automation?](https://www.rex.inc/resources/ar-automation/what-is-accounts-receivable-automation): Accounts receivable automation replaces the manual work of invoicing, chasing, and applying cash with software and agents. Here is what it covers, what it does not, and how to think about adopting it.
- [Integrating AR software with your ERP: NetSuite, QuickBooks, and Sage](https://www.rex.inc/resources/ar-automation/integrating-ar-software-erp): How AR software connects to NetSuite, QuickBooks, and Sage, why the integration makes or breaks automation, and how to keep the ledger as the single source of truth.
- [AR internal controls and audit readiness for modern finance teams](https://www.rex.inc/resources/ar-automation/ar-internal-controls-audit-readiness): AR internal controls are the checks that keep receivables accurate and protected from fraud and error. Here are the key controls and how to stay audit-ready year-round.
- [Reducing manual data entry in AR: where the hours really go](https://www.rex.inc/resources/ar-automation/reducing-manual-data-entry-ar): Manual data entry quietly eats AR capacity through rekeying, matching, and rework. Here is where the hours go and how an AI agent eliminates the keying instead of just speeding it up.

### Comparisons & Alternatives
- [How to Choose AR Automation Software: A 2026 Buyer's Guide](https://www.rex.inc/resources/comparisons/how-to-choose-ar-automation-software): Choose AR automation software on outcomes, not feature checklists. A practical buyer's guide to goals, requirements, automation vs autonomy, vendor questions, and ROI.
- [Best AR Software for Mid-Market Companies in 2026](https://www.rex.inc/resources/comparisons/best-ar-software-for-mid-market): Mid-market AR software has to deliver enterprise-grade collections without enterprise pricing, long onboarding, or a dedicated AR ops team. Here is how to compare it.
- [In-house collections vs. AR automation](https://www.rex.inc/resources/comparisons/in-house-collections-vs-ar-automation): Should you hire another collector or automate the work they would do? A practical comparison of cost, scale, and where each approach actually wins.
- [Best Enterprise AR Software: 2026 Comparison for Large Finance Teams](https://www.rex.inc/resources/comparisons/best-ar-software-for-enterprise): Enterprise AR software promises control and scale, but legacy suites bill years of services to get there. Here is how to compare suites against agentic AI.
- [Best AR Software for QuickBooks in 2026](https://www.rex.inc/resources/comparisons/best-ar-software-for-quickbooks): QuickBooks handles the books but not active collections. Here is how to evaluate AR software that layers on top and chases every overdue invoice for you.
- [Best AR Software for NetSuite Users in 2026](https://www.rex.inc/resources/comparisons/best-ar-software-for-netsuite): NetSuite runs your ledger but does not work collections for you. Here is how to evaluate AR software that syncs both ways and acts on the data live.
- [Growfin Alternatives: 2026 Comparison for AR Collections Teams](https://www.rex.inc/resources/comparisons/growfin-alternatives): A category-level guide to Growfin alternatives for AR collections teams in 2026, comparing collaborative workspaces, portals, and agentic AI agents.
- [Best Debt Collection Software for B2B in 2026](https://www.rex.inc/resources/comparisons/best-debt-collection-software): How to choose B2B debt collection software in 2026. A category-level comparison of in-house automation versus agencies, plus what to test before you buy.
- [Kolleno Alternatives: Comparing AR and Collections Platforms in 2026](https://www.rex.inc/resources/comparisons/kolleno-alternatives): A category-level guide to Kolleno alternatives in 2026, comparing consolidated AR workspaces, portals, workflow tools, and agentic AI agents.
- [Best Dunning Software: 2026 Comparison for Reducing Late Payments](https://www.rex.inc/resources/comparisons/best-dunning-software): How to choose dunning software in 2026. A category-level comparison of static sequences versus adaptive outreach, plus what to test before you buy.
- [Gaviti Alternatives: 2026 AR Automation Comparison](https://www.rex.inc/resources/comparisons/gaviti-alternatives): A category-level guide to Gaviti alternatives for AR automation in 2026, comparing workflow and analytics tools, portals, and agentic AI agents.
- [Best Order-to-Cash Software for 2026: Platform Comparison](https://www.rex.inc/resources/comparisons/best-order-to-cash-software): How to choose order-to-cash software in 2026. A category-level comparison of suites, point tools, and agentic agents, plus what to test before you buy.
- [Upflow Alternatives: Comparing AR Collections Tools in 2026](https://www.rex.inc/resources/comparisons/upflow-alternatives): A category-level guide to Upflow alternatives for AR collections in 2026, covering portals, workflow tools, and agentic AI agents that do the work.
- [Best AI AR Software: Comparing Agentic and AI-Powered Tools in 2026](https://www.rex.inc/resources/comparisons/best-ai-ar-software): Most AI AR software is rules-based workflow with an AI label. How to tell real agentic AI from a relabeled scheduler, and what to test in a demo before you buy.
- [Tabs Alternatives: 2026 Comparison for AR and Billing Automation](https://www.rex.inc/resources/comparisons/tabs-alternatives): A category-level guide to Tabs alternatives for AR and billing automation in 2026, with criteria to evaluate billing-first, workflow, and agentic tools.
- [Best Credit Management Software: 2026 Buyer Comparison](https://www.rex.inc/resources/comparisons/best-credit-management-software): How to choose credit management software in 2026. A category-level comparison of bureau-led, ERP-native, and agentic tools, plus what to test before you buy.
- [Esker Alternatives: Comparing Order-to-Cash and AR Platforms in 2026](https://www.rex.inc/resources/comparisons/esker-alternatives): A category-level guide to Esker alternatives in 2026: how broad order-to-cash suites compare with collections tools, portals, and agentic AI agents.
- [Best Dispute Management Software for AR Teams in 2026](https://www.rex.inc/resources/comparisons/best-dispute-management-software): A 2026 guide to the best dispute management software for AR teams. Compare case tracking versus autonomous resolution and learn what actually clears deductions faster.
- [Quadient (YayPay) Alternatives: 2026 AR Software Comparison](https://www.rex.inc/resources/comparisons/quadient-yaypay-alternatives): A category-level guide to Quadient YayPay alternatives in 2026: how analytics-led AR tools compare with enterprise suites, portals, and agentic AI agents.
- [Best Cash Application Software: 2026 Comparison Guide](https://www.rex.inc/resources/comparisons/best-cash-application-software): A 2026 comparison of the best cash application software. Compare match rates, straight-through processing, and standalone tools versus connected autonomous order-to-cash.
- [Billtrust Alternatives: 2026 Comparison for AR Teams](https://www.rex.inc/resources/comparisons/billtrust-alternatives): A category-level guide to Billtrust alternatives in 2026: how billing-led AR suites compare with collections tools, enterprise platforms, and agentic AI agents.
- [Best Collections Software for B2B Finance Teams in 2026](https://www.rex.inc/resources/comparisons/best-collections-software): A 2026 guide to the best collections software for B2B finance teams. Compare manual workflows, automation, and autonomy, and learn which categories actually lower DSO.
- [Versapay Alternatives: Comparing AR and Collections Platforms in 2026](https://www.rex.inc/resources/comparisons/versapay-alternatives): A category-level guide to Versapay alternatives in 2026: how portal-centric AR tools compare with workflow software, enterprise suites, and agentic AI agents.
- [Best AR Automation Software: 2026 Vendor Comparison](https://www.rex.inc/resources/comparisons/best-ar-automation-software): A 2026 comparison of the best AR automation software by category. Learn what automation should actually automate and how workflow tools differ from agentic AI agents.
- [HighRadius Alternatives: 7 Options Worth Comparing in 2026](https://www.rex.inc/resources/comparisons/highradius-alternatives): A category-level guide to HighRadius alternatives in 2026: how to compare enterprise suites, AR portals, collections tools, and agentic AI agents by what they do.
- [Best Accounts Receivable Software in 2026: A Buyer's Comparison](https://www.rex.inc/resources/comparisons/best-accounts-receivable-software): A category-level buyer's guide to the best accounts receivable software in 2026: how to evaluate vendors, compare pricing models, and tell automation from autonomy.

### Customer Portals & Invoice Delivery
- [AP customer portals: a guide for AR teams](https://www.rex.inc/resources/customer-portals/ap-customer-portals-guide): AP customer portals are buyer-run systems like Coupa, Ariba, and Tungsten where suppliers submit invoices and track payment status. Here is why they slow down collections and how AR teams manage the work.

### Disputes & Deductions
- [Managing AR disputes and deductions](https://www.rex.inc/resources/disputes-deductions/managing-ar-disputes-and-deductions): A dispute is a customer's reason for not paying an invoice in full, and a deduction is the amount they actually withhold. Here is how to tell them apart, find the root cause, route each case, and recover the money customers take by mistake.
- [Building a dispute resolution workflow that speeds up payment](https://www.rex.inc/resources/disputes-deductions/dispute-resolution-workflow): A dispute resolution workflow captures, routes, and closes invoice disputes before they age into write-offs. Here is how to build one and automate the case management.
- [Deductions management process: recovering revenue lost to short pays](https://www.rex.inc/resources/disputes-deductions/deductions-management-process): The deductions management process triages, validates, and resolves the short pays and chargebacks that drain AR teams. Here is the workflow and how to recover invalid deductions.

### Collections & Dunning
- [Accounts receivable collections: process and strategy](https://www.rex.inc/resources/collections/accounts-receivable-collections): Accounts receivable collections is the work of getting customers to pay overdue invoices. Here is the process, how to build a reminder and escalation cadence, and which accounts to chase first.

### Finance Operations Glossary
- [Accounts receivable turnover ratio: definition and formula](https://www.rex.inc/resources/glossary/accounts-receivable-turnover-ratio): The accounts receivable turnover ratio shows how many times a year a company collects its receivables. Here is the formula, a worked example, and what good looks like.
- [What is bad debt recovery? Definition and process](https://www.rex.inc/resources/glossary/bad-debt-recovery): Bad debt recovery is collecting on an account you already wrote off as uncollectible. Here is how it works, how to account for it, and how to recover more.
- [What is working capital and how to calculate it](https://www.rex.inc/resources/glossary/working-capital): Working capital is current assets minus current liabilities, the cash a business has to run day to day. Here is the formula, a worked example, and how AR drives it.
- [What is a promise to pay in collections?](https://www.rex.inc/resources/glossary/what-is-a-promise-to-pay): A promise to pay is a customer commitment to pay an overdue invoice by a set date. Here is how it works, how to track it, and how to handle broken promises.
- [What is a chargeback?](https://www.rex.inc/resources/glossary/what-is-a-chargeback): A chargeback is a forced reversal of a payment a customer or their bank claims was not owed. Here is how chargebacks work in B2B and how to dispute them.
- [Net 30 and other payment terms explained](https://www.rex.inc/resources/glossary/payment-terms-net-30): Net 30 means payment is due 30 days after the invoice date. Here is what net 30 and other common payment terms mean, how to choose them, and how to make them stick.
- [What is deductions management in accounts receivable?](https://www.rex.inc/resources/glossary/deductions-management): Deductions management is the process of handling, validating, and resolving customer short payments and chargebacks. Here are the types, the process, and how to recover invalid deductions.
- [Days sales outstanding (DSO)](https://www.rex.inc/resources/glossary/days-sales-outstanding-dso): Days sales outstanding measures the average time it takes to collect cash after a sale. Here is the formula, a worked example, and what counts as a good number.
- [Best possible DSO explained: formula and benchmark](https://www.rex.inc/resources/glossary/best-possible-dso): Best possible DSO is the lowest DSO you could reach if every customer paid exactly on terms. Here is the formula, a worked example, and how to close the gap.
- [What is a credit memo? Definition and examples](https://www.rex.inc/resources/glossary/what-is-a-credit-memo): A credit memo is a document a seller issues to reduce what a customer owes. Here is what it is, when to issue one, what to include, and how it gets accounted for.
- [What is the operating cycle in accounting?](https://www.rex.inc/resources/glossary/operating-cycle): The operating cycle is the time it takes to turn inventory into cash, from buying stock to collecting from customers. Here is the formula and how to shorten it.
- [What is a short payment and how to handle it](https://www.rex.inc/resources/glossary/what-is-a-short-payment): A short payment is when a customer pays less than the full invoice amount. Here is what causes short pays, how they differ from deductions, and how to recover them.
- [What is an AR aging report and how to read it](https://www.rex.inc/resources/glossary/accounts-receivable-aging-report): An accounts receivable aging report groups unpaid invoices by how long they are overdue. Here is how to read the buckets, why it matters, and how to act on it.
- [What is a payment plan in accounts receivable?](https://www.rex.inc/resources/glossary/what-is-a-payment-plan): A payment plan lets a customer pay an overdue balance in scheduled installments. Here is when to offer one, how to structure it, and how to make sure it gets paid.
- [Days deductions outstanding (DDO): definition and formula](https://www.rex.inc/resources/glossary/days-deductions-outstanding): Days deductions outstanding measures how long open deductions sit before they are resolved. Here is the formula, a worked example, and how to bring the number down.
- [Collection effectiveness index (CEI): formula and how to use it](https://www.rex.inc/resources/glossary/collection-effectiveness-index): The collection effectiveness index measures how much of your available receivables you actually collected in a period. Here is the formula, a worked example, and what a good CEI looks like.
- [What is order to cash (O2C)? Process and steps](https://www.rex.inc/resources/glossary/order-to-cash): Order to cash is the full process from a customer order to collected payment. Here are the steps, the common bottlenecks, the KPIs to track, and where automation pulls cash forward.
- [What is dunning in accounts receivable?](https://www.rex.inc/resources/glossary/what-is-dunning): Dunning is the process of sending escalating reminders to collect on overdue invoices. Here is how the process works, the stages it moves through, and best practices.
- [What is a dunning letter? Examples and templates](https://www.rex.inc/resources/glossary/what-is-a-dunning-letter): A dunning letter is a written notice that reminds a customer to pay an overdue invoice. Here is what to include, a stage-by-stage sequence, and ready-to-use examples.
- [Cash conversion cycle: what it is and how to calculate it](https://www.rex.inc/resources/glossary/cash-conversion-cycle): The cash conversion cycle measures how long cash is tied up in operations before it returns as collected revenue. Here is the formula, its three parts, and a worked example.
- [Bad debt expense: definition, formula, and examples](https://www.rex.inc/resources/glossary/bad-debt-expense): Bad debt expense is the cost of receivables a company no longer expects to collect. Here is how to calculate it, the journal entries, and how to keep it low.
- [Allowance for doubtful accounts: what it is and how to calculate it](https://www.rex.inc/resources/glossary/allowance-for-doubtful-accounts): The allowance for doubtful accounts is a reserve for receivables you expect not to collect. Here are the estimation methods, a journal entry example, and how to shrink it.
- [What is credit management in accounts receivable?](https://www.rex.inc/resources/glossary/what-is-credit-management): Credit management is deciding who to extend credit to, on what terms, and watching the risk over time. Here is the process, how to set limits, and how to do it well.
- [What is accounts receivable? Definition, examples, and process](https://www.rex.inc/resources/glossary/what-is-accounts-receivable): Accounts receivable is the money customers owe a business for goods or services delivered on credit. Here is what it means, how the process works, and the metrics that track it.
- [What is autonomous finance? Definition and use cases](https://www.rex.inc/resources/glossary/what-is-autonomous-finance): Autonomous finance is software that runs financial work end to end and owns the outcome, not just dashboards that surface it. Here is what it means and where it works today.
- [What is an invoice? Definition, types, and examples](https://www.rex.inc/resources/glossary/what-is-an-invoice): An invoice is a document that requests payment for goods or services delivered. Here is what an invoice includes, the main types, and what happens after you send one.
- [What is accounts receivable aging and why it matters](https://www.rex.inc/resources/glossary/accounts-receivable-aging): Accounts receivable aging sorts unpaid invoices by how overdue they are. Here is how aging works, what each bucket signals, and how to act on it in real time.
- [Accounts receivable vs accounts payable: key differences](https://www.rex.inc/resources/glossary/accounts-receivable-vs-accounts-payable): Accounts receivable is money customers owe you; accounts payable is money you owe suppliers. Here is how they differ and why AR is the side most teams under-automate.
- [Is accounts receivable an asset? Debit or credit explained](https://www.rex.inc/resources/glossary/is-accounts-receivable-an-asset): Yes, accounts receivable is a current asset and carries a debit balance. Here is why AR is an asset, how the journal entries work, and when it loses value.
- [What is remittance advice in accounts receivable?](https://www.rex.inc/resources/glossary/what-is-remittance-advice): Remittance advice is the note a customer sends to explain which invoices a payment covers. Here is what it includes, the formats it comes in, and why it matters for cash application.
- [What is the average collection period and how to calculate it](https://www.rex.inc/resources/glossary/average-collection-period): The average collection period is the average days it takes to collect on credit sales. Here is the formula, a worked example, and how to shorten it.
- [What is cash flow from operations and how AR fits in](https://www.rex.inc/resources/glossary/cash-flow-from-operations): Cash flow from operations is the cash a business generates from its core activities. Here is the formula, a worked example, and how receivables move the number.
- [What is a collection agency and how do they work?](https://www.rex.inc/resources/glossary/what-is-a-collection-agency): A collection agency recovers overdue debts a business cannot collect itself. Here is how they work, what they cost, and how to keep fewer accounts from reaching them.
- [What is days payable outstanding (DPO)?](https://www.rex.inc/resources/glossary/days-payable-outstanding): Days payable outstanding measures how long a company takes to pay its suppliers. Here is the formula, a worked example, and how DPO works with DSO in the cash cycle.
- [What is an account reconciliation in accounts receivable?](https://www.rex.inc/resources/glossary/accounts-receivable-reconciliation): AR reconciliation confirms the receivables subledger ties to the general ledger. Here is why it matters, the step-by-step process, and how to keep it tied daily.

### Templates
- [Payment reminder letter templates for B2B invoices](https://www.rex.inc/resources/templates/payment-reminder-letter-template): Formal payment reminder letter templates for before and after the due date, with structure, payment options, and when a written letter beats an email.
- [How to send a final demand letter: template and legal checklist](https://www.rex.inc/resources/templates/final-demand-letter-template): A ready-to-send final demand letter template, plus the legal cautions to check before you send it and what happens after the deadline passes.
- [Dunning email templates for overdue invoices](https://www.rex.inc/resources/templates/dunning-email-templates): Four copy-ready dunning email templates that escalate in tone from a friendly reminder to a final notice. Includes when to send each one and the placeholders to fill in.
- [SMS payment reminder templates that get a fast response](https://www.rex.inc/resources/templates/sms-payment-reminder-templates): Copy-ready SMS payment reminder templates by stage, plus the consent and timing rules that keep texts compliant and the response rates that make them worth sending.
- [Collections cadence template: how often to follow up on unpaid invoices](https://www.rex.inc/resources/templates/collections-follow-up-cadence): A proven collections follow-up cadence by invoice age and risk, with a multi-channel timeline template and rules to avoid over- and under-contacting customers.
- [How to write an overdue invoice letter (with templates)](https://www.rex.inc/resources/templates/overdue-invoice-letter): Three overdue invoice letter templates that escalate from first notice to final demand, with what to include, tone guidance, and when to send each one.
- [Dunning letter templates: free examples for every overdue stage](https://www.rex.inc/resources/templates/dunning-letter-templates): Free dunning letter templates from first notice to final demand, with placeholders and timing for each stage, plus the legal cautions to keep them compliant.
- [Collection call scripts that get customers to pay without friction](https://www.rex.inc/resources/templates/collection-call-scripts): Word-for-word collection call scripts for the first call, a broken promise, a dispute, and hardship, plus how to handle objections and document every outcome.
- [Statement of account template and how to use it in collections](https://www.rex.inc/resources/templates/statement-of-account-template): A clear statement of account template you can copy, plus when to send one in your collections cadence and how to lay out open versus overdue items so customers pay.
- [Past due invoice email templates for every stage of overdue](https://www.rex.inc/resources/templates/past-due-invoice-email-templates): Past due invoice email templates mapped to the 1, 15, 30, 60, and 90+ day milestones, with the right tone and placeholders for each stage of overdue.
- [15 collection email templates that get invoices paid](https://www.rex.inc/resources/templates/collection-email-templates): Fifteen copy-paste collection email templates for every overdue stage, from a gentle pre-due nudge to a final notice, each with the placeholders to fill and when to send it.

### Cash Application
- [What is cash application?](https://www.rex.inc/resources/cash-application/what-is-cash-application): Cash application is the process of matching incoming payments to the open invoices they pay. Here is how the matching works, the cases that break it, and what straight-through processing means.
- [Automating cash application: how AI matches payments at scale](https://www.rex.inc/resources/cash-application/automating-cash-application): Why manual cash application stalls, where rules-based auto-match falls short, and how agentic AI reasons through messy remittance and lockbox data end to end.
- [Cash application process and best practices for AR teams](https://www.rex.inc/resources/cash-application/cash-application-process-best-practices): A clear walkthrough of the cash application process, why unapplied cash piles up, and the best practices that push your auto-match rate higher.
- [Bank reconciliation for AR: closing the loop on incoming cash](https://www.rex.inc/resources/cash-application/bank-reconciliation-ar): How bank reconciliation ties deposits to applied cash, why it matters for AR accuracy, and how automation matches incoming receipts while handling fees, reversals, and timing.
- [Payment reconciliation: keeping AR and cash in sync](https://www.rex.inc/resources/cash-application/payment-reconciliation): What payment reconciliation involves, the data sources you tie together, where reconciliation breaks, and how automation matches payments across processors, banks, and the ledger.

### Credit & Risk
- [Credit management in accounts receivable](https://www.rex.inc/resources/credit-management/credit-management-in-accounts-receivable): Credit management is the process of deciding which customers can buy on terms and how much they can owe. Here is how to set a credit policy, run checks, monitor exposure, and protect cash without slowing the sale.
- [The credit management process: setting limits and reducing risk](https://www.rex.inc/resources/credit-management/credit-management-process): The credit management process decides who can buy on terms, how much they can owe, and when to act on risk. Here is each step, from policy to limits to ongoing monitoring.
- [Credit risk monitoring: catching customer deterioration early](https://www.rex.inc/resources/credit-management/credit-risk-monitoring): Credit risk monitoring watches payment behavior and external signals to flag a customer whose risk is rising, before they default. Here is how to build and automate it.

### Invoicing & Billing
- [Invoicing best practices for faster payment](https://www.rex.inc/resources/invoicing-billing/invoicing-best-practices): An invoice gets paid faster when it is accurate, complete, and sent through the channel the customer uses. Here are the fields, timing, and delivery practices that cut days off collection.
- [E-invoicing and compliance: what AR teams need to know](https://www.rex.inc/resources/invoicing-billing/e-invoicing-compliance): E-invoicing means sending invoices as structured data a system can read, not a PDF a person reads. Here is what the mandates require and how to keep AR compliant.
- [Invoice-to-cash automation: compressing the time from bill to bank](https://www.rex.inc/resources/invoicing-billing/invoice-to-cash-automation): Invoice-to-cash automation runs the whole path from issuing an invoice to applying the payment, with no manual handoffs. Here is what it covers, how it cuts DSO, and how to roll it out.

### CFO & Working Capital
- [Recession-ready cash strategies for finance leaders](https://www.rex.inc/resources/cfo-strategy/recession-uncertainty-cash-strategies): In a downturn the cheapest cash is your own receivables, collected consistently. Here are the cash strategies finance leaders use to stay resilient when capital gets expensive.
- [How to unlock cash trapped in your receivables](https://www.rex.inc/resources/cfo-strategy/unlock-cash-trapped-receivables): Cash trapped in receivables is money you have earned but not yet collected. You unlock it by collecting faster and more consistently, no new financing required.
- [How to improve working capital without squeezing customers](https://www.rex.inc/resources/cfo-strategy/improve-working-capital): You improve working capital by collecting receivables faster, paying suppliers on your terms, and holding less stock, not by straining the customers who fund your growth.
- [How to build a finance automation strategy that sticks](https://www.rex.inc/resources/cfo-strategy/finance-automation-strategy): Most finance automation stalls because it moves data instead of delivering outcomes. Here is how to build a strategy around agentic automation that an organization actually keeps.
- [Order-to-cash transformation: a practical roadmap](https://www.rex.inc/resources/cfo-strategy/order-to-cash-transformation): Most order-to-cash transformations add systems without fixing the stage that traps cash: collections. Here is a roadmap that prioritizes the highest-leverage fix first.
- [How to scale AR without adding headcount](https://www.rex.inc/resources/cfo-strategy/scaling-ar-without-headcount): Receivables volume grows faster than you can hire collectors. Here is how to let AR scale by handing routine outreach to an AI agent and keeping people on high-value work.
- [Building a future-ready AR team for the age of AI](https://www.rex.inc/resources/cfo-strategy/future-ready-ar-team): A future-ready AR team spends its hours on judgment, not chasing. Here is how the roles, skills, and structure change when an AI agent handles the routine work.
- [Why your ERP isn't enough for accounts receivable](https://www.rex.inc/resources/cfo-strategy/why-erps-not-enough-ar): Your ERP records receivables accurately but doesn't collect them. Here is the gap between recording and acting, and what an agentic AR agent does that the ERP cannot.
- [The real cost of manual AR (and how to quantify it)](https://www.rex.inc/resources/cfo-strategy/cost-of-manual-ar): Manual accounts receivable costs far more than collector salaries. Here is how to quantify the lost cash, missed follow-ups, and write-offs hiding in your process.
- [The strategic CFO and receivables: turning AR into advantage](https://www.rex.inc/resources/cfo-strategy/strategic-cfo-receivables): For a strategic CFO, receivables are a controllable source of cash and resilience, not a back-office chore. Here is how to treat AR as a lever, not a ledger line.
- [How to reduce DSO and free up cash fast](https://www.rex.inc/resources/cfo-strategy/reduce-dso-free-up-cash): Reducing DSO frees up cash you have already earned. Here is what a high DSO costs you, why it creeps up, and the levers that pull it down within a billing cycle.
- [AR's role in cash flow: the lever CFOs underuse](https://www.rex.inc/resources/cfo-strategy/ar-role-cash-flow): Accounts receivable is the cash flow lever finance teams control most directly, yet under-invest in. Here is how AR shapes cash flow and why consistency unlocks it.

### Order-to-Cash
- [The order-to-cash cycle, explained](https://www.rex.inc/resources/order-to-cash/order-to-cash-cycle-explained): Order-to-cash is the full path from a customer order to collected cash. This guide walks the steps, shows where the cycle stalls, and explains how to compress it.
- [Order-to-cash process steps: a complete guide for finance teams](https://www.rex.inc/resources/order-to-cash/order-to-cash-process-steps): The order-to-cash process runs from a customer order to collected, applied cash. Here are the 8 core steps, where each one stalls, and how to remove the handoffs.

## Customer stories
- [How Synthesia turned AR from a shared-inbox bottleneck into an AI-assisted workflow](https://www.rex.inc/customers/synthesia): Synthesia is a fast-growing AI video platform whose finance team runs enterprise AR through Gmail, NetSuite, Salesforce, and dozens of customer portals.

## Blog
- [Rex joins Y Combinator (S26)](https://www.rex.inc/blog/rex-joins-y-combinator-s26): Rex is part of the Y Combinator Summer 2026 batch. We're building the AI operations partner for enterprise order to cash.
- [Rex joins NVIDIA's Adopt 100 Launch](https://www.rex.inc/blog/nvidia-adopt-100-launch): Rex has been selected for Adopt 100, Deloitte and NVIDIA's program pairing leading AI startups with enterprise customers to deploy AI at scale.
- [Rex wins the Vercel AI Accelerator](https://www.rex.inc/blog/rex-wins-vercel-ai-accelerator): A panel of founders and AI leaders selected Rex as the winner of the Vercel AI Accelerator Demo Day — out of 2,500 applicants.
- [AI-shoring operational finance](https://www.rex.inc/blog/ai-shoring-operational-finance): Operational finance has always scaled linearly with revenue. Agentic systems change that — and shift the role of the operator.
- [The knowledge gap in enterprise AI](https://www.rex.inc/blog/the-knowledge-gap-in-enterprise-ai): Context windows don't solve on-the-job learning when the knowledge was never written down. A taxonomy of enterprise knowledge, and how agents can capture the tacit parts.
- [Most finance work is reconstructing the story](https://www.rex.inc/blog/most-finance-work-is-reconstructing-the-story): For finance AI to work, we need a context layer. Without it, agents are just guessing.
- [Context graphs in finance operations](https://www.rex.inc/blog/context-graphs-in-finance-operations): Systems of context will become the most business-critical system in the AI era. A thesis on how this plays out in finance operations.

## Key pages
- [Company](https://www.rex.inc/company)
- [FAQ](https://www.rex.inc/faq)

Sitemap: https://www.rex.inc/sitemap.xml