Order to cash
Delight customers and realize revenue faster by creating the ultimate customer experience. Empower collaboration, control costs, and maximize cashflow.
Increase operating leverage by digitizing data input and lowering days sales outstanding (DSO) on order entry and billing processes
Boost efficiency and eliminate billing mistakes
Drive revenue
1–3%
increase in sales revenue
Resolve, 2022
Cut revenue costs
60–70%
revenue loss reduction is possible with the use of generative AI
IBM, 2024
Eliminate delays
Up to 30%
shorter days sales outstanding
BCG, 2020
Sales order creation can be a repetitive, time-consuming, and error-prone activity. See how it can be automated and simplified with the UiPath automated order-to-cash process.
The measurable benefits of order-to-cash automation
Digital transformation of the order-to-cash cycle through automation can make an impact that resonates throughout the enterprise.
Streamlined onboarding
Make it easier to become your customer by accelerating the onboarding process.
No oversights
Match cash receipts and credits, and automatically generate open invoices.
Happy customers
Keep customers informed on payment notes and allocation and reduce billing errors.
Winning with automation
Let robots collect statements and enter critical data into accounts receivables.
The UiPath Platform™ makes it easy to build the end-to-end process automations that create more value.
Delight customers and realize revenue faster
Create the ultimate customer experience and reduce DSO by empowering collaboration, controlling costs, and maximizing cashflow.
- Customer onboarding
- Access and manage credit
- Manage quote to order
- Process and fulfill orders
- Invoice customers
Customer onboarding
Automate tedious, manual finance processes with robots that review applications, manage terms and conditions, and negotiate pricing.
Onboarding use cases:
Set up the customer in system(s)
Handle customer master data
Create and manage reports
Review and accept customer applications
Manage terms and conditions
Negotiate pricing, terms, and conditions
Manage customer contracts
Access and manage credit
Develop reports, conduct assessments, and perform credit checks through AI-powered automated processes that drive on-time payments.
Credit use cases:
Establish credit and risk strategy, process, and policies
Develop and manage reports
Conduct new customer credit assessment
Perform credit checks
Manage quote to order
Supervise the efficiency of customized quotes with automation. Ensure customers receive accurate quotes, orders are fulfilled correctly, and any issues are resolved seamlessly.
Quote-to-order use cases:
Identify, handle, and qualify leads
Create and manage customer orders
Create initial sales quote
Create and manage reports
Prioritize opportunities
Approve pricing, discounts, and promotions
Process and fulfill orders
Oversee inventory, returns, and reporting by digitizing the entire order management process and increasing productivity.
Order processing use cases:
Process order
Handle shipping and inventory
Process returns and exchanges
Generate and maintain reports
Manage rebates and chargebacks
Create order management, strategy, process, and policy
Oversee orders
Invoice customers
Remove the manual, paper-driven work involved with invoicing processes and procedures and dramatically improve productivity and throughput.
Invoicing use cases:
Generate invoices
Validate and distribute invoices
Post receivables to general ledger
Create and manage reports
Create invoicing process and policies
More to explore in order to cash
E-book
E-book: Evolving the order-to-cash value stream: What’s next for order management?
Stay ahead of the curve by implementing KPI-driven automation in your order management strategy.
