Order intake agent
Ingest orders from email, EDI, portals, or structured feeds. Extract the fields that matter, validate them against your rules, and route exceptions before they create downstream rework.
Platform / six agents, one control layer
The operating system for work your ERP cannot finish alone.
RevorzAI connects the signals, documents, decisions, and people across order-to-cash. Each specialist agent owns a workflow. The platform keeps the context, controls, and audit trail together.
Order intake · Invoicing · Reconciliation · Disputes · Receivables · Escalation
How the platform is structured
Specialists do the work. Operators set the boundaries.
RevorzAI is not a single chatbot attached to a finance dashboard. It is a coordinated layer of domain agents that can read the systems you already use, act according to your policy, and explain what happened.
See the operating model →Core capabilities
From the first order signal to the last follow-up.
Designed around queues, not demos.
Every capability is grounded in the work finance and operations teams actually inherit: incomplete data, mismatched records, ambiguous policies, and customers who need a clear answer.
- Shared customer and transaction context
- Configurable thresholds and approval gates
- Evidence attached to every recommendation
Invoice generation agent
Assemble invoice-ready context from contracts, orders, delivery events, tax rules, and customer requirements. Generate drafts, identify missing inputs, and keep the handoff to your ERP clean.
Payment reconciliation agent
Match incoming payments to open invoices across bank feeds and remittance details. Surface partial, bundled, or ambiguous payments with the evidence an operator needs to decide.
Dispute management agent
Collect the order, invoice, delivery, and communication history behind a dispute. Draft a response or route the case to the right owner with the reason, evidence, and next action attached.
Receivables follow-up agent
Prioritize open receivables by risk, age, relationship, and promise-to-pay context. Prepare customer outreach using approved language and update the record when a customer responds.
Exception escalation agent
When an action falls outside policy or confidence is low, route it to the right human. Keep the full reasoning chain visible so the operator can resolve the case rather than restart the investigation.
One shared view
Give every exception a home.
RevorzAI brings work into a prioritized inbox instead of asking operators to hunt across email, ERP screens, bank portals, and spreadsheets.
Priority queueAll teams⌄
Needs human decision12
Agent can continue28
Resolved today84
ItemReasonRecommendedPriority
DISP-7731Price discrepancyReview contractHigh
PAY-4481Unmatched paymentRequest remittanceMed
ORD-9910Credit limitAsk approvalHigh
INV-5522Missing tax IDAsk customerLow
Platform controls
Automation you can inspect.
Build trust through visible guardrails: every agent action has an owner, an input, a policy, and an outcome.
01 / CONTEXT
Source-linked actions
Open the source document, record, or message behind every recommendation.
02 / POLICY
Business rules
Encode thresholds, tolerances, and approved communication paths into the workflow.
03 / CONTROL
Human approvals
Require the right person to approve high-impact or low-confidence steps.
04 / TRACE
Action history
See what the agent observed, decided, changed, and left for review.
05 / LEARNING
Playbook feedback
Turn resolved exceptions into clearer operating guidance for the next one.
06 / HANDOFF
System-safe writes
Keep updates coordinated across ERP, CRM, bank, and customer channels.
Platform FAQ
Start with the queue that costs you the most attention.
The platform is designed to work with existing ERP, CRM, bank, email, and EDI environments. During a workflow review, the team maps the source systems, permissions, and write-back points for the first use case.
Both. You choose which actions can run automatically and which require approval. The distinction can be configured by amount, customer, workflow, confidence, or policy.
The agent marks the missing context, pauses the dependent step, and routes a focused request to the right queue or customer channel. It does not silently guess around a missing control.
See the platform in your process
Bring one workflow. Leave with a map.
We’ll show where agents can act, where approvals belong, and what a clean handoff to your current systems could look like.
Book a workflow review