Extend AI Copilot: Smarter Accounts Receivable Automation for B2B Finance Teams

Extend AI Copilot is a powerful, ERP-agnostic accounts receivable automation platform designed to help B2B finance teams accelerate collections, reduce DSO, resolve disputes quickly, and minimize bad debt. Built with intelligent automation and advanced analytics, it streamlines cash flow management by integrating seamlessly with popular ERPs like QuickBooks, Xero, NetSuite, and Microsoft Dynamics 365—ensuring real-time data synchronization and eliminating manual errors. The tool leverages AI-driven features such as natural-sounding phone call reminders powered by Large Language Models (LLMs), automated invoice sending via email and API, smart cash application using remittance data and bank statement parsing, and predictive analytics to flag high-risk accounts before they become delinquent. With built-in invoice factoring, customizable real-time reporting on DSO, aging balances, and cash conversion cycles, plus collaborative workflows across finance, sales, and support teams, Extend AI Copilot delivers a unified source of truth for accurate forecasting and operational efficiency.

Key Features:

• Smart Auto Collections: Automated payment reminders via email, phone, and API to drive faster payments.
• AI-Powered Phone Call Reminders: Natural, human-like interactions using Large Language Models (LLMs).
• Automated Invoice Sending: Dispatch invoices directly to buyers' inboxes through email and APIs.
• Smart Cash Application: Instantly matches incoming payments to invoices using API-driven remittance data and bank statements.
• Invoice Factoring Integration: Sell unpaid invoices for immediate cash flow via a streamlined dashboard process.
• Predictive Analytics & Risk Alerts: Identify high-risk accounts in real time to prevent payment delays.
• Unified Data Integration: Creates a single source of truth by consolidating data across ERP, CRM, and other systems.
• Real-Time Dispute Tracking: Enables efficient dispute resolution with customizable workflows.
• Generative Analytics & Custom Reporting: Tailored dashboards for DSO, aging balances, cash conversion cycles, and more.
• Multi-Channel Reminders: Prioritized worklists with email, SMS, and phone follow-ups.
• Predefined Dunning Templates: Accelerate collections with industry-proven communication workflows.
• Transaction Services Support: Facilitates Financed Payments, ACH, Same Day ACH, Domestic Wires, Credit Cards, and Direct Debit.
• Multi-Workspace & Unlimited User Seats: Scales efficiently across teams and business units.
• In-App Template Workflows: Customize processes to fit unique operational needs.
• Cash Forecasting with Buyer Insights: Leverage advanced analytics for more accurate financial planning.

Pricing: Extend AI Copilot offers a flexible, tiered subscription model starting at $400/month (Grow plan) and scaling up based on annual revenue thresholds. The Scale plan is priced at $800/month ($8,800/year), while the Enterprise plan provides custom pricing with dedicated support and tailored workflows. A one-time setup fee is also applicable, making it ideal for businesses seeking scalable, long-term financial automation.

Conclusion: Extend AI Copilot stands out as a transformative solution for B2B finance teams, combining intelligent automation, AI-powered communication, and deep ERP integration to unlock cash faster, reduce administrative overhead, and improve financial visibility—making it an essential tool for growing businesses aiming to optimize their accounts receivable processes.