What is Agentin AI?
Agentin AI offers an AI-powered automation platform designed to streamline the Quote to Cash (QTC) cycle for enterprises. It employs AI agents to create seamless connections between critical business systems, primarily Salesforce and SAP, automating the flow of orders, contracts, and payments. This automation aims to significantly reduce manual intervention, minimize data entry errors, and accelerate the overall QTC process.
The platform focuses on key stages within the QTC journey. AI agents handle the complexities of parsing contract information, validating it against master data, and automatically generating orders. They also perform intelligent credit checks by combining internal payment history with external data for real-time risk assessment. Furthermore, Agentin AI assists in fulfillment coordination and automates the often tedious task of reconciling payments with open invoices, even when reference information is incomplete.
Features
- Contract to Order Automation: AI agents parse Salesforce contracts, validate against SAP item masters, and auto-create orders with high accuracy.
- Smart Credit Checks: AI agents perform real-time risk scoring using SAP payment history and external data for automated order approval.
- Fulfillment AI: Handles Available-to-Promise (ATP) checks in SAP, carrier selection, and proactive shipment tracking updates.
- Auto-Reconciliation: Automatically matches payments to open invoices with high accuracy, even with missing references.
- Multi-System Integration: Connects Salesforce, SAP, NetSuite, Microsoft Dynamics, Workday, and ServiceNow.
Use Cases
- Automate the Quote to Cash (QTC) process between Salesforce and SAP.
- Reduce manual data entry and errors in order processing.
- Accelerate QTC cycle times.
- Improve credit check efficiency and accuracy.
- Streamline payment reconciliation.
- Integrate disparate enterprise software systems for QTC workflows.
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