AI agents for finance teams in wholesale distribution

Overdue accounts get chased in bursts, because building the aged list, matching each buyer to the right reminder, and logging who promised what to pay is a Monday job that gets pushed when the month gets busy, so the oldest invoices sit the longest.

→An agent sorts open invoices by days past due each morning, drafts the right reminder for each account, tracks promise-to-pay dates, and queues the lot for your approval, so every buyer is chased on the ladder, not when someone finds a gap.

Remittance advice arrives as PDFs, spreadsheets and bank lines with no common format, so someone retypes invoice numbers into the cash screen, splits one lump sum across a dozen invoices, and then hunts for the owner of whatever is left unapplied.

→An agent reads each remittance, proposes the invoice matches against open items in your ERP, and lists the doubtful lines with a likely owner, so you confirm the matches instead of keying them.

A supplier bill that does not agree with the purchase order or the goods receipt stalls the payment run, because finding out whether the delivery was booked in or the price changed means messaging the warehouse and the buyer, then keeping a list of what is held.

→An agent checks each bill against the PO and receipt, holds mismatches out of the proposed run with the reason attached, and tells the warehouse lead which receipts are missing, so the run only contains bills that agree.

Rebates and vendor claims leak value, because tier thresholds, co-op fund rules, and price-protection windows live in agreements and spreadsheets nobody reconciles until the claim deadline has nearly passed or a customer has already deducted it.

→An agent tracks purchases against each agreement, calculates what is owed in both directions, and packs the claim file or the deduction check ahead of the deadline, leaving you to decide what to submit or dispute.