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collections automation
About this tag
This tag covers Microsoft's internal use of AI agents to automate collections workflows, specifically within its Treasury division. Content discusses how Microsoft built a human-led, AI agent-assisted collections system that consolidates SAP and Dynamics 365 data, helps over 1,000 global collectors prioritize accounts, and automates payment matching, routing, summaries, and customer responses. A key theme is that the automation succeeded only after the underlying business process was rebuilt and made legible for the AI agent, rather than the agent rescuing a broken process. The tag focuses on enterprise finance automation, agentic AI, and the importance of process redesign before automation.
Microsoft said on June 4, 2026, that its Treasury division has built a human-led, AI agent-assisted collections system that consolidates SAP and Dynamics 365 data, helps more than 1,000 global collectors prioritize accounts, and automates payment matching, routing, summaries, and customer...