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Exante

Exante: AI Teammate for Collections

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5.2K
Added
May 26 2024

About Exante

Exante is an AI teammate for collections designed to automate outreach and issue resolution, helping teams move invoices from outstanding to paid. It operates in the background and integrates with existing systems to keep cash flowing, reducing the manual effort of accounts receivable.

Exante learns how collections are performed by connecting to invoice and contract data, personalizing outreach, and escalating when needed. It offers agents that can operate inbound and outbound, while providing a live 360° view of customer relationships, accounts receivable data, and communications history. The system emphasizes staying aligned with a team’s processes and data.

Core capabilities include automatic cash application, dispute management, credit assessment, AP portal navigation, contract review, and the ability to design custom agents for repetitive AR workflows. The product presents a range of features intended to cover end-to-end receivables activities, from identifying issues to applying payments and resolving disputes.

Exante states it can integrate without requiring a rip-and-replace of existing tech stacks.

Use cases

  • Automate collections with agents that follow a defined playbook and escalate based on invoices and contracts.
  • Handle inbound inquiries via dedicated agents who gather context and decide the best next step to keep cash flowing.
  • Get a real-time AR view by syncing systems to show customer relationships, AR data, and communications history.

Key features

  • Automated cash application matches payments to invoices
  • Dispute management drives resolution
  • Credit assessment for smart limits
  • AP portal navigation for ease of follow-up
  • Contract review extracts terms and clauses
  • Custom agents for tailored AR workflows

Pros and cons

Pros

Integrates with existing tools without ripping and replacing
AI agents perform repetitive AR tasks

Reviews

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Frequently asked questions

Does implementing Exante require replacing any of my existing tech stack?
No. Exante integrates directly with your existing tools — including your ERP, accounting system, CRM, and payment provider.
How do your AI agents actually help with collections?
Our AI agents handle the repetitive, time-consuming parts of collections — monitoring aging reports, prioritizing accounts, drafting follow-ups, sending reminders, and tracking & drafting responses to keep the cash flowing.
Is there a human-in-the-loop?
Yes. While the bulk of routine outreach and tracking is automated, your team remains in control. You can set approval thresholds, review communications, and define escalation rules.
How quickly can we get started?
Most teams are up and running within 24 hours. Because Exante integrates directly with your existing systems, there’s no complex implementation.
How does pricing work?
Pricing is based on your invoicing volume and overall platform activity. We tailor plans to match your workflow and scale with you as you grow.

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