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Description

AI and Order to Cash (O2C): Securing Orders, Invoicing and Collections

Put AI to work across the O2C cycle to reduce disputes and shorten collection times

  • 1 day — 7 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

The Order to Cash cycle runs across sales, order management, invoicing and collections. Every break between these links is paid for in disputes, blocked invoices and days of late payment. Teams spend considerable time reconciling orders and explaining discrepancies identified far too late.

This one-day programme is designed for credit management professionals who already know their process. It shows where AI delivers a genuine gain: customer risk scoring, detection of orders likely to generate disputes, assisted matching and reconciliation, prioritisation of follow-ups and root-cause analysis of payment delays.

Learning objectives

  • Map the breakpoints of the O2C cycle within your own organisation
  • Identify the process tasks where AI delivers a measurable gain
  • Use customer risk scoring to set appropriate sales terms
  • Automate the matching and reconciliation of incoming payments
  • Prioritise collection follow-ups based on observed payment behaviour
  • Monitor cycle performance once the tools are in place

What makes this programme different

Each participant maps their own O2C cycle and positions the use cases on it
Tools are tested on realistic invoicing and payment data sets
A phased deployment plan is formalised by the end of the day

Programme

1The O2C Cycle and Its Friction Points

Seeing where cash is lost

  • The sequence from order to invoicing and then to collections
  • Recurring causes of disputes and blocked invoices
  • Key indicators for monitoring accounts receivable
  • Data available at each stage of the process

2AI Use Cases Across the Cycle

Selecting automations that hold up

  • Customer risk scoring and the sales terms attached to it
  • Detecting orders likely to generate disputes
  • Invoice data extraction and automatic reconciliation
  • Assisted matching and handling of payment discrepancies
  • Prioritising follow-ups and assisted drafting of collection letters

3Deployment and Performance Management

Moving from pilot to day-to-day operation

  • Data quality and technical prerequisites
  • Splitting tasks between the tool and the team
  • Reviewing and controlling the outputs produced by the model
  • Change management with sales and commercial teams
  • Tracking gains on days sales outstanding

Who is it for

Credit managers · collections managers · order management and sales administration managers · finance directors and accounts receivable managers.

Prerequisites

Working on at least one stage of the order-to-cash cycle.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.