Customer onboarding
Cut delays and rework in customer onboarding. Agentic automation coordinates customer setup, validates customer data, and supports credit checks across finance and sales so customers onboard faster with fewer errors.
Order-to-cash
Orchestrate order to cash operations to realize revenue faster
Give finance teams reliable, automated processes that reduce risk and keep revenue moving across the order-to-cash cycle.
The UiPath Solution for Order-to-Cash
Orchestrate order to cash operations to realize revenue faster
Give finance teams reliable, automated processes that reduce risk and keep revenue moving across the order-to-cash cycle.
Accelerate cash flow by eliminating manual work across order-to-cash operations
As finance priorities shift toward liquidity and efficiency, automation is becoming central to accelerating order-to-cash performance.
86%
of businesses report that up to 30% of monthly invoiced sales are overduePYMNTS Intelligence, 202557%
of AI-agent adopters report measurable cost savingsPwC, 202550%
of executives expect customer order management to be fully automated or touchless by end of 2026IBM, 2025See order-to-cash automation in action
Watch agents and robots coordinate across order management, invoicing, and AR to cut manual work and accelerate cash flow.
Automate every step of the order-to-cash cycle
Across customer onboarding, credit, quote-to-order, fulfillment, and invoicing, agentic automation coordinates AI agents, robots, and people to cut manual work and accelerate cash.
Credit management
Reduce risk and payment delays. Agentic automation evaluates customer and order data, applies finance policies, performs credit checks, and routes complex approvals to the right people so credit decisions are faster and more consistent.
Quote to order
Improve pricing accuracy and speed from quote to order. Agentic automation uses AI-driven pricing insights, past sales data, and approval rules to help teams create accurate quotes faster while protecting revenue, margin, and conversion rates.
Order processing and fulfillment
Improve order accuracy, fulfillment speed, and visibility. Agentic automation validates customer details, confirms orders, updates inventory, triggers reorders, manages backorders, and keeps order status current from processing through delivery.
Invoicing
Cut manual effort and bottlenecks across billing and collections. Agentic automation creates and posts invoices, reconciles payments, tracks outstanding invoices, and analyzes revenue trends so exceptions are easier to resolve.
Faster customer onboarding
Agents and robots capture and validate customer data with teams in control.
Fewer invoice exceptions
Agents match receipts and surface discrepancies for human review.
Consistent customer communication
Agent-led messages on payment status cut billing errors and rework.
Reliable receivables operations
Agents, robots, and people run AR with consistency and control.
Explore the full UiPath Platform
The UiPath Platform brings agentic automation and orchestration into one system, built for finance and accounting teams.
CASE STUDY
By automating complex contract and pricing analysis, Deluxe cut manual effort, improved data accuracy, and supported faster billing and finance workflows.
99%faster time to value for automations
800hours saved on a single pricing case
11,000emails analyzed in just days
$7Min cost savings over three and a half years
230,000working hours saved to date
120+automations deployed in 36 months
$1.1Mannual savings from RPA
3.2Mbusiness transactions processed yearly
125,000working hours saved annually
EBOOK
Transforming finance with agentic automation
Explore order-to-cash automation ideas and high-impact finance use cases that reduce manual work and accelerate payments.
Hear from finance and accounting leaders
What finance leaders say about agentic automation across order-to-cash work.
"I anticipate our imminent exploration of agentic automation, a sophisticated tool embodying human-like decision making. Crucially, it can streamline complex business and customer related decisions, suggesting promising solutions to current problems. The future seems bright with the introduction of agentic automation with human-in-the-loop capabilities."
Go deeper on order-to-cash automation
See all finance and accounting resources
EBOOK
Evolving the order-to-cash value stream
Stay ahead of the curve with KPI-driven automation in your order management strategy.
CUSTOMER STORY
Bilfinger employs software robots to drive efficiencies
Bilfinger Industrial Services deployed UiPath robots across order-to-cash, achieving 70% time savings on data input and improving quality across invoicing and time registration.
DEMO
Invoice dispute resolution with UiPath Agent Builder
This demo showcases the power of enterprise agents, combining natural language instructions, diverse tools, and human-in-the-loop capabilities to create intelligent, reliable, and customizable solutions for business-critical processes.
Order-to-cash automation FAQs
Common questions about order-to-cash automation, including how O2C automation software fits with the rest of finance and the platform that powers it.
Order-to-cash automation uses software to handle the manual, rules-driven work across the full O2C cycle: customer onboarding, credit checks, quote-to-order, order fulfillment, invoicing, cash application, collections, and dispute handling. Modern order-to-cash automation combines RPA with AI agents that reason inside guardrails and human oversight for decisions that require judgment.
Most order-to-cash software is a packaged O2C suite that replaces parts of your finance stack. UiPath is different: it is an automation platform that orchestrates across the ERP, CRM, billing, and banking systems you already run, rather than asking finance teams to migrate. That horizontal reach is why finance teams extend an existing UiPath investment into O2C instead of buying yet another point solution.
Order-to-cash process automation runs across every stage of the cycle. Software robots execute the deterministic steps in your ERP and billing systems, while AI agents handle the judgment work: classifying customer emails, extracting data from purchase orders, adjudicating credit decisions, and writing follow-up communications. Humans review exceptions through human-in-the-loop checkpoints, and the platform keeps a full audit trail.
Traditional order-to-cash automation is rules-based: software robots execute a deterministic sequence of steps. AI-powered order-to-cash adds reasoning. Agents read unstructured documents, classify customer requests, draft responses, and escalate exceptions with context. The two layers run together inside one governed workflow so finance teams get speed without losing oversight.
No. UiPath is additive. It orchestrates across the ERP, CRM, billing, banking, and case-management systems you already run. It updates records, reconciles data, generates audit trails, and routes exceptions to humans. Finance teams deploy without rearchitecting their systems of record.
UiPath Process Mining maps how O2C actually runs across your systems, surfacing rework loops, exception hotspots, and bottlenecks that drive up DSO. Teams use that evidence to pick the highest-impact automations to build first, then track the impact over time. Total Quality Logistics used process mining to identify rework and invoice issues that helped reduce DSO.