Business solution

Receivables Workflow

Use accounting status, business rules and scheduling to create follow-up tasks and surface overdue exceptions.

Example architecture

A representative controlled workflow

  1. TriggerReceivable status
  2. RuleApproved follow-up policy
  3. DataCustomer + invoice context
  4. SoftwareCreate task
  5. HumanFinance action
  6. OutputActivity logged

Human control

Responsibility remains explicit

Finance controls communication, exceptions and commercial decisions.

  • triggers
  • rules
  • scheduling

Project context

Describe the process and systems involved.

Finch can assess where AI, software, integration, rules and human control belong.

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