The agent is the interface. No dashboards to manage, no queues to triage. Vero acts, you approve what matters. Every decision is explainable. Learns your business over time.
Institutional Memory stores payment patterns, dispute history, broken promises, and resolution outcomes across four layers. Day 365 is dramatically better than Day 1. Your institutional memory becomes Vero's intelligence.
Payment patterns, seasonal behaviors, formatting quirks, and contact preferences captured per account. Surfaced when relevant.
L1 read-only and L2 recommend run autonomously. L3 execute requires sign-off. L4 ERP posting always human-in-the-loop. Every action logged.
Morning briefings, collection runs, cash application batches, and follow-ups execute on schedule. No manual triggers required.
Vero connects to 36+ platform tools. From document extraction to multi-language voice calls. Fully scheduled, fully auditable. One agent orchestrates your entire O2C stack.
Collections, cash application, deduction investigation, forecasting, credit risk, and journal entries all from one agent.
Vero connects a missed collection call to an open deduction to a forecast revision. Context flows where humans would normally swivel chairs.
Vero monitors your O2C stack 24/7. Picks up overnight bank feeds, prepares morning briefings, processes the queue before anyone is at their desk.
From aging detection to resolution. Vero orchestrates voice calls in 30+ languages, routes disputes, and escalates contacts automatically. Every action logged with full sentiment analysis.
Places autonomous collection calls in 30+ languages with real-time sentiment analysis and promise-to-pay capture.
Detects disputes during calls or emails, classifies the reason, and routes to the right team with full context attached.
The agent identifies itself as AI at the start of every interaction. Full transcripts, sentiment, and consent logged for audit.
Define escalation logic per customer segment. Vero follows your playbook: tone, channel, timing, and when a human must step in. Different workflows for each region, segment, and account tier.
Define escalation logic per customer segment. Tone, channel, timing, and when a human must step in.
role-based access control with configurable thresholds. Vero proposes, your team approves critical actions before execution.
Every decision logged with reasoning, confidence score, and supporting evidence. Vero shows its work before it acts.
Three steps. Fully automated. No manual intervention required.
Plug Vero into your ERP, bank feeds, email, and communication channels. Private endpoints, zero data exposure.
Set escalation rules, approval thresholds, language preferences, and scheduling. Define what Vero handles autonomously and what needs human sign-off.
Vero starts processing your morning queue on day one. Collections calls, payment matching, deduction investigation, and reporting, all running in parallel.
Dunning emails, AI voice calls in 30+ languages, PTP tracking, payment plans, and automated follow-ups.
Meet CollectPulse →Auto-match payments to invoices, read remittances, post journal entries, and handle exceptions with full context.
Meet ClearMatch →Auto-classify claims, gather evidence, calculate validity, and route disputes to the right owner with full case context attached.
Meet ClaimIQ →DSO trends, cash forecasting, credit risk scoring, anomaly detection, and morning briefings with prioritized actions.
Meet CashPulse →See Vero in action on your own data. Deploy in weeks, not quarters.
Vero runs our morning collections queue before anyone is at their desk. AI calls in Italian and German, promises to pay logged automatically, follow-ups scheduled. We freed up two full-time collectors in the first month.
| Manual O2C operations | With Vero | |
|---|---|---|
| Team organization | ✕Team stretched across collections, matching, and reporting | ✓One agent handles collections, matching, and reporting |
| Collections | ✕Phone tag and missed follow-ups | ✓AI calls in 30+ languages, automated follow-ups |
| Visibility | ✕No visibility into call outcomes or sentiment | ✓Full transcripts, sentiment, and next-action recommendations |
| Prioritization | ✕Manual prioritization via spreadsheets | ✓AI priority scoring with risk-based worklist |
| Operations | ✕Reactive, not proactive | ✓Morning briefing, scheduled tasks, real-time dashboard |
| Memory | ✕Tribal knowledge walks out the door with turnover | ✓Institutional memory compounds across customers, disputes, and resolutions |
GDPR Compliant
ISO 27001
End-to-end encryption
Full audit trail
An AI finance agent is an autonomous system that executes finance work, not just answers questions about it. Vero runs cash application, deductions investigation, collections outreach, and forecasting on your team's behalf, then surfaces exceptions for human review.
No. Vero is a team member that uses the same platform your AR analysts use. It operates autonomously on routine work and escalates judgment calls to humans, with full context and a recommended action. Chatbots answer questions. Vero takes action.
A 4-level security model. L1 (read-only) and L2 (recommend) run without approval. L3 (execute, like send dunning or trigger collection calls) requires user sign-off. L4 (post to ERP) is always human-in-the-loop. Every action is logged.
Everything that matters: payment patterns, past resolutions, broken promises, seasonal behaviors, formatting quirks, and exception handling strategies. Vero's Institutional Memory, stores this across four layers and surfaces it when relevant. Day 365 is dramatically better than Day 1.
Vero acts on finance workflows end to end. It reads remittances, matches payments, investigates deductions, runs collection calls in 30+ languages, and forecasts cash. Query-only AI assistants surface data. Vero changes the data.
Yes. The platform is model-agnostic and supports bring-your-own-API. Customers can plug in their own AI providers or use Transformance's optimized defaults. Upgrades happen as better models emerge, without customer disruption.
Inside the Transformance platform (cockpit plus chat) and directly in Microsoft Teams. AR managers can ask what's our cash position or which customers need follow-up today, without switching apps.
Deployment runs inside your VPC. Financial data never leaves your cloud boundary. Nothing you process is used to train AI models. The platform meets ISO 27001 standards and supports SSO/SAML and RBAC.
See Vero in action on your own data. The agent is the interface.
