Outreach Agent
Creates follow-up messages that follow your collections playbook and use invoice and contract data to personalize outreach.
Exante es un compañero de IA para equipos de cobros y cuentas por cobrar.
Exante is an AI teammate for collections and accounts receivable work. It is built to help finance teams move from sent invoices to paid invoices by automating outreach, handling inbound customer communication, and surfacing the context needed to resolve issues.
The product is framed around autonomous finance: instead of only sending generic reminders, Exante can personalize follow-up based on invoice and contract data, keep work moving through back-and-forth conversations, and provide a live 360° view of customer relationships and AR activity. The site also positions the platform for broader AR workflows such as cash application, dispute management, and credit assessment.
Creates follow-up messages that follow your collections playbook and use invoice and contract data to personalize outreach.
Handles customer replies in the inbox, gathers context, and moves the issue toward the next step when possible.
Combines invoice, customer relationship, and communication history into a live view for collections work.
Supports custom AR tasks beyond collections follow-up, including cash application, dispute management, credit assessment, AP portal navigation, and contract review.
Designed to reduce manual checking and spreadsheet-driven coordination by automating recurring AR work in the background.
Use Exante to send tailored follow-up based on invoice status, contract data, and your existing collections playbook when overdue accounts need attention.
Use the inbound agent when customers reply with questions or blockers, so the system can gather context and route the issue toward resolution.
Use the live AR view to review open invoices, account history, and prior communications in one place before contacting a customer or escalating an issue.
Use custom AR agents to automate adjacent finance tasks such as cash application, dispute handling, credit assessment, AP portal navigation, or contract review.
Exante is positioned as an AI teammate for collections, with agents for proactive outreach, inbound inbox handling, a live 360° AR view, and custom AR workflows such as cash application, dispute management, credit assessment, AP portal navigation, and contract review.
The site indicates Exante is used by finance teams and AR/operations teams that need to manage collections, overdue invoices, and customer follow-up at scale.
The product pages describe agents that learn a collections playbook, personalize outreach using invoice and contract data, handle inbox back-and-forth, and sync systems to provide real-time visibility into customer relationships and AR history.
Pricing is tailored to invoicing volume and overall platform activity. Contact Exante for a quote and implementation details.
Los datos de tráfico son solo como referencia.
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