Rex

Rex is an AI-native service that runs order-to-cash and accounts receivable workflows for enterprise finance teams. It addresses the manual work involved in collections, disputes, cash application, invoice portal uploads, payment reconciliation and AR inbox management across multiple systems, with human finance operators overseeing delivery.

Rex Agents act across email, ERP, CRM, voice and chat, while Mission Control shows account-level activity and logged actions. The platform includes Self-driving KPIs for tracking DSO, response times and resolution rates, an Assistant for querying customer, invoice and dispute data, a Finance Context Layer drawing on ERP, CRM, inbox, portal and bank feed history, and SLA reporting. Operating Procedures encode policies agents follow, with approved exceptions refining them. Integrations include Oracle NetSuite, SAP, Microsoft Dynamics, Workday, Oracle Fusion, Salesforce, Slack, Microsoft Teams, SharePoint and Google Drive, with no migration required. Security features include SOC 2 Type II certification, AES-256 encryption, role-based access, audit logs, enterprise SSO via Okta, Azure AD and Auth0, SCIM directory sync, GDPR compliance with EU data residency, and no use of customer data for model training. Inference runs server-side via Anthropic Claude models on AWS Bedrock, with tenant isolation and human-in-the-loop approvals.

Rex is built for enterprise finance and AR teams with resource-intensive operations, large customer bases, multiple systems and high transaction volumes. Pricing is tied to the work agents complete and benchmarked against the cost of running receivables internally or through BPO providers, rather than per-seat software licensing. Implementation typically goes live in under two weeks.