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Sales Agent Private Beta Scaffolded
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Customer-to-Cash Orchestrator

End-to-end order lifecycle automation — from credit check to cash collection.

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Product overview

RevOps perspective

A quick walkthrough of this agent in action

How it works

▸ FINANCE & SALES OPS 🛒 Order received + credit check 01 📦 Fulfilment & invoice trigger 02 💳 Collections automation 03 ✅ Cash cleared + audit log 04 End-to-end cycle automation · Human gates on exceptions only
Impact

Before & after

Deal processing time
Before
3–5 days
→
After
Same day
Manual touches
Before
8+
→
After
0
AR follow-up time
Before
4 hrs/week
→
After
Auto
Overview

What it does

Orchestrates the full customer-to-cash cycle in D365. Automates credit checks, customer master creation, sales order validation, shipping coordination, invoicing, and AR follow-up — with every action requiring explicit human approval.

Integrations
D365 F&O D365 Sales Business Central Microsoft Teams
Capabilities

What you get

  • ✓Automated credit checks and risk scoring
  • ✓Customer master creation in F&O/BC
  • ✓Sales order validation and processing
  • ✓Shipping coordination with carrier APIs
  • ✓Automated invoicing and AR aging alerts
  • ✓Teams notifications at every approval gate
Buyer

Who deploys this

Head of RevOps Order Management Lead Finance Controller Sales Operations
Pricing

Private beta pricing

Pricing for this agent is set during private beta onboarding, based on your D365 environment size and deployment scope. No published rate card — request a preview to get a tailored quote.

💬

Request pricing preview

Tell us about your D365 setup. We'll respond within 24 hours with a tailored quote and demo.

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Private beta • Invitation only • No public rate card

Guarantee

Deterministic by design

Deterministic

Same input, same output. Every time.

Immutable Audit

Every decision logged in D365 permanently.

Human-Gated

No write action without your approval.

Read-Safe Default

All agents start read-only until you approve writes.

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Ready to deploy Customer-to-Cash Orchestrator?

This agent is in private beta mode. Pricing is set during private beta onboarding — request a preview for a tailored quote.

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