Orders arrive in different formats
Email, PDF, EDI, portals, spreadsheets and CRM requests must be interpreted and converted into clean system records.
Transform order-to-cash with governed AI across orders, fulfilment, billing, receivables and cash.
Without replacing your CRM, ERP, WMS, TMS or billing systems. HachiAI deploys and operates role based Intelligent Digital Workers across the O2C operating layer, while HachiAI Pulse adds governed revenue and cash intelligence where leaders need analysis, explanation and action. Faster orders, faster billing, faster cash, lower leakage, more capacity and a better customer experience.
Full audit trails. Human in the loop. Payment after results. Live in weeks.
Customer orderPricing · Terms · Availability
Validate and confirmWithin approved rulesHuman approvalPolicy decisions and exceptions
Fulfilment · Invoice · Cash
Source, decision, approval and action recorded
35,000+retailer portal transactions a year in one deployment
Under 2%needing human review
CLP $123M+collected in 2.5 months
99%+accuracy on production transactions
Runs inside the order, fulfilment and billing systems you already own
CRM and order channelsERP and OMSWMS and TMSBilling and ARBank and lockboxEmail, EDI and customer portalsand 200+ more.
One customer transaction crosses many systems, teams, documents and decisions.
The friction sits between order channels, operating systems, fulfilment evidence, billing, receivables and cash, and it is still carried by people.
Validation is fragmented
Pricing, terms, customer status, item data, inventory, credit, delivery requirements and approvals sit across different applications.
Fulfilment evidence is incomplete
Shipment status, proofs of delivery, service confirmations and operational exceptions often arrive late or live outside the billing system.
Billing depends on coordination
Teams wait for evidence, validate rates and charges, resolve exceptions, build invoices and confirm delivery across channels.
Collections and cash remain manual
Aging review, outreach, disputes, remittances, receipt matching and unapplied cash require repeated cross system follow up.
Customer inquiries interrupt the flow
Order, shipment, invoice, dispute and payment questions require people to search multiple systems and rebuild context.
The O2C bottleneck is not one application. It is the manual operating layer connecting customer intent, execution evidence, billing and cash.
Three order-to-cash IDWs, working alongside your team.
One worker for each core flow of the revenue cycle, each custom built and fully managed by HachiAI: designed, deployed and monitored end to end, so your team keeps the commercial decisions instead of the coordination.
Sales Order Processing IDW
Reads incoming orders from email, PDF, EDI, portals and CRM, extracts the required data, validates customer, pricing, product, terms and approved business rules across systems, creates clean order records and sends approved confirmations. Works with the Order Management, Fulfilment Coordinator and Customer Update IDWs.
35,000+ retailer portal transactions a year with under 2% needing human review, in one deployment.
Workflow trace
ReceivePassed
InterpretPassed
ValidatePassed
ResolvePassed
CreatePassed
ConfirmOutcome
Human review on pricing overrides, credit exceptions, contract interpretation and non standard terms.Every action logged
Billing IDW
Tracks fulfilment milestones, retrieves shipment or service evidence, validates completeness, builds invoices from approved evidence, posts approved billing records and delivers them through the required channel. Works with the Fulfilment Coordinator and Customer Update IDWs.
Measured on billing lag, invoice accuracy, evidence completeness and unbilled value against your baseline.
Workflow trace
Track fulfilmentPassed
Capture evidencePassed
ValidatePassed
Build invoicePassed
ApprovePassed
Deliver or postOutcome
Human review on non standard charges, disputed fulfilment, pricing exceptions and high value adjustments.Every action logged
AR Collections IDW
Prioritizes aging, executes approved outreach, records responses, assembles dispute evidence, reads remittances, matches receipts, posts validated cash and routes true exceptions. Works with the Dispute and Deduction and Cash Application IDWs.
CLP $123M+ collected in 2.5 months and 4,000+ hours reclaimed in one deployment.
Workflow trace
Monitor agingPassed
PrioritizePassed
ContactPassed
Resolve disputePassed
Receive and matchPassed
Apply cashOutcome
Human review on concessions, write offs, disputed obligations and legal or high value exceptions.Every action logged
Order-to-cash results from live deployments.
Real revenue cycle automations, run end to end across different systems and industries. Client results are shown anonymized by industry.
A North American e-commerce distributor automated 35,000+ retailer portal transactions a year with under 2% needing human review.
Outcome80%+ faster per transaction
Read Story A Canadian lighting manufacturer processes 70%+ of customer orders end to end, from inbox to dispatch, in SYSPRO.
Outcome65%+ faster order cycle
Read Story A LATAM freight forwarder reclaimed 4,000+ hours with automated AR in Oracle NetSuite.
OutcomeCLP $123M+ collected
Read Story ChatGPT and Claude alone cannot run a revenue cycle at the certainty your customers and auditors expect.
Public models are strong writers and confident guessers. Orders, invoices and cash cannot run on guesswork. A governed IDW adds the four things a raw model cannot.
Transaction-grade accuracy
99%+ accuracy on production transactions, with human approval on the edge cases and a full audit trail behind every order, invoice and posting.
Controls built in
Pricing and credit thresholds, contract and terms rules, human approval gates and write off and adjustment limits are part of the workflow, not bolted on. The IDW runs only the controls your team signed off.
Model agnostic
The IDW picks the right model for each step, routed for the best accuracy at the lowest cost, whether Claude, GPT, Gemini or a private local model. You are never locked to one vendor.
Secured and certified
Your customer and financial data is never used to train public models. A governed operating model supported by audited management systems and contractual controls, deployed in HachiAI managed cloud, your cloud, hybrid or on premises where the use case and contract support it.
What makes the IDW different?
Beyond OCR
OCR only reads the purchase order or remittance. The IDW validates it, creates the record, posts it and records the evidence.
Beyond RPA
RPA breaks when a customer's order format or portal changes. An IDW handles changing documents, exceptions, unstructured inputs and the judgment calls the revenue cycle requires.
Beyond a copilot
A copilot suggests, it does not act. The IDW does the repeatable order, billing and cash work under defined permissions, so your team is not carrying every next step.
Beyond the three core flows.
Not every O2C opportunity is transaction execution. Some require governed insight; some are recurring roles that create delay and leakage when evidence is incomplete.
Order backlog and billing readiness
HachiAI Pulse explains aging orders, bottlenecks and fulfilment risk, and identifies completed work not yet billed, missing evidence and delayed invoices.
DSO, collections and cash forecasting
Pulse explains receivable movement and the accounts driving cash delay, ranks accounts by risk and recovery path, and connects billing and payment behavior to near term cash expectations.
Customer and credit insight
Pulse surfaces credit exposure, dispute patterns and payment behavior, with approved definitions, source traceability and human decision rights on every answer.
Customer master and credit
Collects onboarding data, validates tax and commercial details, prepares approved records and routes credit decisions.
Pricing, deductions and returns
Checks prices, discounts and contract terms before they create disputes; assembles evidence and classifies reason codes for deductions and chargebacks; validates return and adjustment evidence and prepares approved credits.
Revenue assurance and inquiries
Surfaces unbilled transactions, duplicate or incorrect charges and leakage patterns, and answers routine order, invoice and payment status questions from current system facts.
The portfolio can expand role by role without forcing a new O2C platform or replacing the systems of record.
From your real process to live production, in weeks.
We begin with how an order really moves from the customer's request to applied cash, then build the worker around it.
Private, governed, audit-ready by default
People keep the customer relationship, commercial judgment, approval authority and accountability. IDWs execute only within approved rules, thresholds and human boundaries; consequential actions remain traceable.
Approval gates
Pricing, credit, contract terms, concessions, write offs, legal escalation and customer commitments wait for the right person before the IDW acts.
Segregation of duties
The IDW follows your approval matrix. It cannot create an order, approve the price and release the credit through one unchecked path.
Audit evidence
Every step is recorded: the source, the rule applied, the model and decision, the approval, the customer communication, the system action and the before and after state.
Data privacy
Your customer and financial data stays in the deployment environment you choose. The IDW only uses the files, systems and fields needed for the approved workflow.
Rollback and corrections
If an order, invoice or cash posting needs to be reversed or corrected, the workflow keeps the history intact so finance can see what changed and why.
Scoped access
The IDW gets access only to the systems and actions required for its role. No broad permissions, no open ended system access.
What order-to-cash leaders ask first.
What is an Intelligent Digital Worker (IDW)?
An IDW is a governed AI worker that runs a complete job role inside your existing systems: it reads the documents, applies your rules, makes policy based decisions, acts across your CRM, ERP and billing tools, and routes the exceptions to a person. It owns the role, not a single task.
Do we have to replace our ERP, CRM or billing system?
No. IDWs work inside the systems you already run, using certified APIs where they exist and secure application interaction where they do not. The ERP stays the system of record.
Where should we start?
With the O2C area where order delay, billing friction, cash or customer effort is highest. Manual order entry or confirmation delay points to order to confirmed execution. Missing proofs of delivery or delayed billing points to fulfilment to invoice. High DSO, disputes or unapplied cash points to aging to applied cash. Revenue or cash visibility points to Pulse for O2C. Deductions, inquiries or master data point to an adjacent IDW. If it is unclear where value is highest, an O2C assessment baselines the connected flow and defines the business case.
How is the result measured?
Against an agreed baseline: order cycle, billing lag, DSO, accuracy, exceptions, cash, leakage and customer response. Baseline the workflow, define human boundaries and success measures, deploy, track value, expand only when the evidence supports it.
How do you handle controls and segregation of duties?
IDWs never operate unchecked: scoped credentials, pricing and credit thresholds, human review on high value or sensitive writes, immutable before and after audit trails, low confidence escalation, and rollback where an action is reversible, with defined remediation where it is not.
When do we pay?
You pay for outcomes, not software. IDW fees start only after the worker is live and meeting the scope we sign off together, so you see measurable results before you pay for them. See what one IDW is worth in your business on the ROI calculator.
Find the order, invoice or cash work costing you the most.
We find your highest value revenue cycle workflow, map the controls, and show what governed, outcome owned execution looks like in your environment.