Description
Rex CRM is an AI operations partner designed to streamline order-to-cash processes for enterprise finance teams. It automates accounts receivable workflows, including collections, invoice portal uploads, cash application, payment reconciliation, and AR inbox management. Rex integrates seamlessly with existing systems such as ERP, CRM, email, and Microsoft Teams, ensuring no need for data migration or lengthy implementation. It operates under a pricing model based on outcomes rather than per-seat licenses, reflecting the scope and volume of finance operations it handles. This approach is benchmarked against the cost of internal teams or BPO providers.
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Rex CRM is particularly suited for enterprise finance teams dealing with large customer bases, multiple systems, and high transaction volumes. It reduces manual work and accelerates the conversion of invoices to cash, with customers typically seeing a 12-day improvement in DSO and saving over 20 hours of manual work per AR operator weekly. Rex agents handle routine tasks, allowing human teams to focus on exceptions and higher-risk decisions.
The platform provides real-time visibility across the AR book, proactive follow-ups, and risk flagging to prevent issues from escalating. It maintains a full audit trail of actions, ensuring compliance and transparency. Rex CRM is SOC 2 Type II certified, GDPR compliant, and offers enterprise SSO with various providers.
Rex CRM's implementation is swift, with most teams going live in under two weeks. It builds context from existing systems, eliminating the need for multi-quarter onboarding. The platform's AI agents operate across systems, handling collections, reconciliation, and portal uploads, transforming finance teams into process architects and managers of agents. This shift allows teams to focus on strategic work and approvals, enhancing overall efficiency and effectiveness.
- CategoryAI Accounting Tools
- Pricing ModelOutcome-based
- DeploymentCloud
- PlatformsWeb
Rex CRM's Core Features
Automated collections with personalized outreach
Portal uploads to 40+ supplier portals
Contract audit and hidden revenue discovery
Cash forecasting based on customer behavior
Auditable decision traces
ERP integration with NetSuite, SAP, Dynamics, Workday, Oracle Fusion
Outcome-based pricing model
Real-time visibility across AR book
Proactive follow-ups and risk flagging
SOC 2 Type II certification
GDPR compliance
Enterprise SSO with Okta, Azure AD, Auth0
AI agents for accounts receivable workflows
No data migration required
Live implementation in under two weeks
How to use Rex CRM?
Configure: Integrate Rex with existing ERP and CRM systems
Use: Automate accounts receivable workflows
Monitor: Track real-time AR book visibility
Optimize: Adjust procedures based on AI insights
Rex CRM's Use Cases
- Accounts Receivable Automation
- Invoice Management
- Cash Forecasting
- Risk Management
- ERP Integration
