Microsoft
AI agents for internal cash collections
Microsoft reported a 40% reduction in collection-call preparation time after introducing AI assistance
Problem
Collections managers searched separate systems for customer invoices and previous conversations. Fragmented information delayed preparation and case routing.
Approach
Microsoft consolidated customer and payment data in SAP and Dynamics 365 before adding AI assistance. Agents prioritized cases and drafted replies within managers' daily workflows. The rollout included role-based training.
Results
Takeaway
The reported improvements followed both data consolidation and changes to collections workflows.
Categories
- Size
- Large enterprise
- Industry
- Technology and telecom
- Business function
- Finance, risk and legal
- Innovation type
- Process innovation
- AI technology
- AI agentsGenerative AI
- Adoption
- Built in-house
- Evidence
- Company's own claim
Sources
Source summaries
Microsoft described agents supporting its internal collections team. It reported 40% less call preparation time and payment-matching accuracy rising from 40% to 90%.
Full details are in the original sources.