AI agents and recommendations
Work with the AI assistant, recommendations, and your AI agents.
Ask the AI assistant about your receivables
Ask Billie, the Finaxis AI assistant, questions about your accounts receivable in plain language, use the six quick commands, and get charts built from your own data.
Read the articleDraft a collection email with the AI assistant
Ask the AI assistant to prepare a collection email or SMS for a customer, review it in the conversation, then schedule the send yourself.
Read the articleGet an AI analysis of a customer
Open the detailed AI analysis of a customer account to see the key insights, the risk level, and the collection actions the AI recommends next.
Read the articleManage your AI assistant conversations
Find a past conversation with the AI assistant, start a new one, export a conversation, and delete the ones you no longer need.
Read the articleRewrite a reminder with AI
Have the AI rewrite a payment reminder: choose the language and the tone, add your instructions, refine the result, then accept it into your message.
Read the articleUnderstand what data the AI uses
See what Finaxis knows about a customer before it writes a message or an analysis, how fresh that picture is, and how to improve it.
Read the articleWork your daily recommendations
Use the Recommendations page to work your overdue accounts in order of urgency: send the prepared reminder, log your phone call, write a case summary, then close the card.
Read the articleCan't find what you're looking for?
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