AR Automation Robotics

Robotics Process Automation (BOTs)

Robotic Process BOTs automate data and document exchange with your customer-supplier portals, instantly completing labor-intensive tasks that delay cash flow. This encompasses handling accounts payable data, deduction notices, reconciliation, and preemptively disputing customer claims. Integration extends to UPS, FedEx, and leading trucking companies for instant Proofs of Delivery (PODs) and claim filing. Carixa ensures seamless automation and integration with your AR function. These robotic processes mimic human actions and workflows, managing complex, multi-step processes and contingent actions. The goal? Accelerating operations and cash flow, curbing revenue losses, and boosting profits.

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Custom AR Automation Robotic Solutions To Meet Your Needs

Carixa Robotics automatically connects to customer and carrier portals, and to your own disparate systems. Robotic processes extract, interpret, complete, or re-assign claims, deductions, proofs of deliveries, and other documents you need to accelerate your cash flow. Those same bots also dispute and counter claims by uploading and responding autonomously.

Walmart, Amazon, Costco Wholesale, The Home Depot, The Kroger Co., Target, CVS Health, Walgreens, Lowe's, Albertsons, Best Buy, Ahold Delhaize USA, Dollar General, Publix Super Markets, H-E-B Grocery, TJX Companies, BJ's Wholesale Club, Ace Hardware, Trader Joe's, Macy's, Wegmans, Dollar Tree, Hy-Vee, Wegmans, Associated Wholesale Grocers, Giant Eagle, Casey's General Stores, Southeastern Grocers, Northeast Grocery Inc., WinCo Foods, ARKO Corp., Sheetz Inc., Raley’s Supermarkets, United Natural Foods Inc.

We provide these Bots as a turnkey service using A/R process automation, AI and machine learning. Carixa RPA tools are very flexible, so whatever your need to streamline access to trading partner systems, we can provide a scalable, custom solution to meet your needs.

Robotic Process Automation Features

  • Upload/download/transmit documents and data
  • Acquire pre-deduction notices before they are deducted
  • Acquire claims, rebates, and return details from customer and processing centers
  • Reconcile claims - deductions with receiving data
  • Identify skipped invoices and automatically submit copies
  • Acquire PODs from carriers and transmit them to the customer
  • Monitor customer systems to verify the timing of upcoming payments
  • Acquire and track Reseller Sales Tax Certificates
  • Obtain digital documents from any source
  • Obtain/append documents attached to Invoices, deductions, contracts, or workflows
  • Acquire, then convert EDI data to your internal formats, codes, and custom forms
  • Access Customer Portals for documents

Vendor Portal Automation

Product Details

Autonomously Fetch, Reconcile, Dispute, and Prevent Retailer Claims & Deductions

No longer will your staff need to burn time, manually navigating to customer and carrier sites. No more endless logging on, searching, downloading, cutting, pasting and printing documents or file data.

Carixa RPA software reduces the burden on your team by off-loading the low-value repetitive, simple tasks.

  • Retrieving/exchanging data, deduction notifications, debit memos, skipped invoice alerts, etc., with ERP systems, internally and with customers and other partners
  • Validating the data between systems
  • Reconciling line-level detail from web portals
  • Uploading documentation to customer/retailer portals
  • Downloading (and append/forward) documents from ERP, retailer, and carrier web portals for use in collection systems
  • Smart Actions, Workflows, Escalations using AI and best-practice rules and policies

Related Content: Carixa Order-to-Cash Automation Video

Contact us to learn more about how this Carixa module can function independently or as part of a total Carixa Accounts Receivable software solution.

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