Transforming Siloed Data into Structured Insights with AR Ledger Assistant

The Challenge:

Accounts Receivable data was scattered across systems, leaving analysts without a full picture. Without structured insights, AR teams relied on manual processes that were slow, error-prone, and incomplete. Negotiations with customers suffered because analysts lacked the 360 view needed to build consistent partnerships and make informed decisions. At the same time, the broader transformation program promised future solutions but would not deliver full capabilities for some time.

The Turning Point:

We could not wait for long-term transformation alone. A practical tool was needed to consolidate data, provide structured insights, and equip analysts to perform better in the present while preparing for what was coming.

Our Approach:

• Agile development: Delivered new features continuously, aligned with the overall transformation roadmap.

• Comprehensive insights: Built capabilities covering credit risk scoring, invoicing portal alignment, offset opportunities, open cash, account activities, and order management summaries.

• Cross-functional use: Designed the solution for both AR teams and other functions, ensuring transparency and modularity with minimal interdependencies.

The Results:

• Enabled structured insights that directly improved operational execution.

• Reduced time spent gathering and cleaning data.

• Improved transparency across teams, leading to stronger cross-functional collaboration.

The Impact:

AR performance improved, risks were reduced, and financial health strengthened. Teams benefited from having reliable insights at hand, allowing them to step into negotiations with confidence and clarity.