Rex CRM

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.

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.

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?

1. 1

   Configure: Integrate Rex with existing ERP and CRM systems

2. 2

   Use: Automate accounts receivable workflows

3. 3

   Monitor: Track real-time AR book visibility

4. 4

   Optimize: Adjust procedures based on AI insights

Rex CRM's Use Cases

• Accounts Receivable Automation
• Invoice Management
• Cash Forecasting
• Risk Management
• ERP Integration

FAQ from Rex CRM

• What is Rex CRM?

  Rex CRM is an AI operations partner for order-to-cash, automating accounts receivable workflows for enterprise finance teams.

• How does Rex CRM integrate with existing systems?

  Rex CRM connects to ERP, CRM, email, and collaboration tools without requiring data migration.

• What is the pricing model for Rex CRM?

  Rex CRM is priced based on outcomes, reflecting the scope and volume of finance operations it handles.

• How quickly can Rex CRM be implemented?

  Most teams can go live with Rex CRM in under two weeks.

• What are the security features of Rex CRM?

  Rex CRM is SOC 2 Type II certified and GDPR compliant, with enterprise SSO and full audit trails.

• How does Rex CRM improve accounts receivable performance?

  Rex CRM reduces manual work and accelerates invoice-to-cash conversion, improving DSO by around 12 days.

• Does Rex CRM replace existing AR systems?

  No, Rex CRM works with existing finance stacks, enhancing rather than replacing them.

• What kind of support does Rex CRM offer for complex AR scenarios?

  Rex CRM follows procedures and escalates cases requiring human judgment, with full context provided.