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Rex

Rex provides an AI-native operating model for enterprise order-to-cash, deploying specialized agents that autonomously handle collections, disputes, cash application, and customer portal management. The platform unifies context from ERP, CRM, email, and portals into a single finance context layer, with a Mission Control dashboard giving finance teams oversight of every agent action. Rex reports outcomes like a 12-day faster DSO and 90%+ touchless communications for its customers.

Traction –/10
San Francisco, United States · HQ
2700+ followers
  • AI Agents
  • Enterprise Software
  • Artificial Intelligence
  • Financial Technology
  • Software Only
Updated 8 days ago

Funding

Raised to date

$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Problem

Enterprise order-to-cash operations are burdened by high-volume, context-heavy work spread across email inboxes, ERP systems, CRM platforms, and dozens of supplier portals. Finance teams struggle to stitch together fragmented data manually, often missing follow-ups or delaying invoice submissions, which slows cash collection and degrades customer experience.

Solution

Rex provides an agentic operating model that automates order-to-cash workflows using specialized AI agents working across collections, disputes, cash application, and portal management. The platform's Mission Control interface gives finance experts visibility into every agent action, while self-driving KPIs track DSO, response times, and resolution rates against agreed targets. Agents operate across email, ERP, CRM, voice, and chat, encoding company policies into auditable operating procedures that refine themselves through approved exceptions. A Finance Context Layer assembles complete account history from years of data in ERP, CRM, inbox, portals, and bank feeds, so context is unified without manual stitching.

Target Audience

Enterprise finance teams in high-growth companies that manage high-volume accounts receivable operations across multiple systems and customer portals, particularly those with lean AR headcount seeking to scale without adding staff.

Features

  • Specialized agents manage collections, disputes, cash application, and supplier portal interactions autonomously
  • Mission Control dashboard logs every agent action for real-time oversight by finance experts
  • Self-driving KPIs track DSO, response times, and resolution rates against agreed targets
  • Operating Procedures encode company policies into auditable workflows, refined by approved exceptions
  • Finance Context Layer unifies years of account history from ERP, CRM, inbox, portals, and bank feeds
  • Works across email, NetSuite, Salesforce, and customer portals including SAP Ariba, Coupa, Taulia, Tungsten, and Tradeshift
  • Auto-categorizes incoming email, identifies customers, routes cases, and drafts replies with context attached
This profile is AI-generated and may contain inaccuracies.