Launching today
Rex
AI agents that run order-to-cash operations
86 followers
AI agents that run order-to-cash operations
86 followers
Rex builds the AI order-to-cash workforce for global enterprises, with agents that cover every account and resolve exceptions before cash gets stuck.
Rex
@merlin_kafka Congrats on the launch, Merlin. I just upvoted Rex because it's refreshing to see a product solving work that finance teams deal with every day instead of adding another layer on top. I'm curious, how does the agent decide when to hand a task over to a person instead of completing it on its own?
Order-to-cash is a great wedge for agents — high-volume, judgment-heavy, and the "copy from portal → NetSuite every single day" drudgery you described is exactly where automation historically fell over. Taking you up on the "ask what they get wrong" invite @merlin_kafka:
How do the agents decide the boundary between acting and routing to a human — a confidence threshold, a fixed policy per action type, or something learned?
On portal uploads specifically — I do a lot of browser automation against sites that change without warning, and that's usually where things get brittle. How do you keep those flows stable across hundreds of customer portals?
And since a wrong AR action touches real money, how do you eval that an agent did the right thing before it goes out?
Congrats on the launch @merlin_kafka! The Order-to-Cash process is notoriously tricky because writing incorrect data back into an ERP like NetSuite can wreck month-end close or mess up revenue recognition schedules.
When Rex agents handle exception resolution (like applying partial cash or mapping unmatched remittances), does the system maintain an immutable, step-by-step audit trail of the agent's reasoning right inside the ERP/CRM, or does it operate via a separate proxy logging layer for finance auditors?"
you asked for it, so: what's the actual failure mode when an agent gets a judgment call wrong on a real invoice, does the customer just get an incorrect collections notice before a human catches it, or is there a hold step before anything customer-facing goes out
The exception-handling angle caught my eye, since most AR tools just chase dunning emails. Curious how the agents handle messy real-world disputes vs clean test cases.
order-to-cash is a good pick for agents specifically because the steps are so repetitive and rule-bound most days, and the exceptions are usually well-defined too. since this touches real invoices and payments, does finance get a full audit log of every action the agent took, or just the summary result? that matters a lot when someone has to explain a discrepancy to an auditor later.
Finally gave Rex a spin with some messy test invoices and it actually flagged the FX mismatch before the cash hit the bottleneck. Slick setup if you deal with cross-border invoicing headaches.