Transforming Finance Operations with Agentic Automation 

Our client is a leading corporate services organization providing financial administration, compliance management, and transaction processing support to global enterprises. The organization manages high-volume Accounts Receivable and customer refund operations across multiple regions.

With increasing transaction volumes and exception-heavy workflows, the client aimed to transition from traditional RPA to a more intelligent, agent-driven automation model.

The company faced challenges in multiple operational segments. These include:
 

Digital Collector

• Manual review of 10,000+ open AR line items monthly
• No intelligent prioritization of high-risk accounts
• Reactive and inconsistent follow-up process
• Limited visibility into collector productivity
• Increasing DSO pressure

Refund Processing

• 3,000–5,000 refund requests processed monthly
• Manual validation across ERP, payment systems, and policy documents
• Risk of duplicate refunds and compliance gaps
• Average turnaround time of 3–5 business days
• High dependency on finance analysts

Traditional rule-based bots could not handle dynamic decision-making and frequent exceptions.

Evoke implemented a UiPath Agentic Automation framework, transforming both processes into intelligent, decision-driven workflows.

Digital Collector – Intelligent AR Agent
 

Data Intelligence & Segmentation

• Automated extraction of AR aging data from ERP
• AI-based risk scoring using payment history and behavior patterns
• Dynamic customer segmentation (High Risk / Medium / Low Risk)

Decision-Driven Orchestration

• Automated prioritization of top 20% high-impact accounts
• Personalized communication strategy selection
• Automated reminder scheduling and escalation logic

Autonomous Execution

• Auto-generated account statements
• Email reminders with payment links
• Exception routing to collectors with summarized account insights
• Real-time dashboard updates

Measurable Impact – Digital Collector

• 35–45% reduction in manual collection effort
• 20% improvement in follow-up cycle time
• 12–15% reduction in DSO within first 6 months
• 25% increase in on-time customer payments
• 100% visibility into collection KPIs
• 100% accuracy

Collections shifted from reactive tracking to predictive engagement.

Refund Processing – AI-Driven Refund Agent
 

Intelligent Intake

• AI-powered extraction from email and attachments
• Automated classification of refund type
• 90%+ field extraction accuracy

Validation & Risk Controls

• Automated ERP validation checks
• Duplicate detection logic
• Policy compliance engine
• AI confidence-based routing

Smart Decision Engine

• Auto-approval of ~65–70% low-risk refunds
• Structured review workflow for medium-risk cases
• High-risk escalation with contextual summary

Financial Execution

• Automated refund entry posting in ERP
• Payment trigger initiation
• Customer confirmation email dispatch
• Complete audit trail logging

Measurable Impact – Refund Processing

• 50–60% reduction in manual validation effort
• 60% reduction in processing turnaround time (from 3–5 days to < 24 hours for low-risk cases)
• 90% reduction in duplicate refund incidents
• 30% improvement in customer satisfaction turnaround
• 100% audit compliance traceability

Refund handling evolved from manual case handling to intelligent risk-based automation.

• 40% overall operational efficiency gain across both processes
• 24/7 unattended automation capability
• Scalable framework supporting 3x transaction growth without additional headcount
• Strong governance with real-time reporting
• Foundation for enterprise-wide Agentic Automation expansion