About
CFOs are under pressure to modernize receivables without creating new operational risk or adding headcount. Yet traditional accounts receivable still suffers from manual work, delayed visibility, and preventable friction that slows cash conversion. Meanwhile, the rise of machine buyers is putting pressure on finance teams to build payment flows that work for both humans and bots, a delicate balancing act.

In this session, discover how to apply AI to transform accounts receivable into a predictive, insight-driven finance infrastructure. Learn how to align invoicing and payments with buyer workflows, improving cash flow visibility and enabling earlier risk detection.

We’ll share a CFO-oriented framework for moving from “automated tasks” to more autonomous receivables, including where AI creates measurable value (working capital, cost-to-collect, revenue quality, and customer experience) and how to structure governance so AI drives outcomes.

We’ll highlight what we’ve learned about the rise of machine buyers and how to future-proof your payment flows and explore a case study where ML models used AR data to predict buyer churn with over 70% accuracy and AI-driven action recommendations drove 14% YoY revenue growth.

Agenda
  • Where organizations are winning with autonomous finance
  • Where AI alone falls short
  • How leading organizations are approaching machine buyers
  • What human buyers want in their purchase experiences
  • How finance teams can move beyond balance sheets to impact business growth
Presenters
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Dan Zimmerman
Chief Product and Technology Officer | TreviPay
Dan leads product strategy, innovation, and development for TreviPay’s suite of O2C products that include Trade Credit, Invoice Financing, and Order to Cash management for Fortune 500 brands including Best Buy, Lenovo, Staples, and General Motors. Dan has over 20 years of experience leading product engineering in the FinTech space including Nordstrom Bank, TSYS, and Western Union. Dan has led the launches of multiple SaaS applications, won two CIO 100 awards, and has been published in IDG Connect, CIO Spotlight, and Inside Big Data.
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Masha Cilliers
Payment Industry Expert, iNED, Board Advisor [Moderator]
Masha Cilliers has been advising merchants and payment companies on ‘all things payments’ for many years. Masha previously held senior positions at Visa, Microsoft, Mastercard, CyberSource, and Worldline, and then became a consultant with Payment Options, as well as a Specialist Partner at Be Shaping the Future Consulting and Board Advisor to Limonetik (later Thunes). Currently, she acts as an Independent Executive Expert and holds positions of Non-Executive Director at Trust Payments and TrustUK Payments and Board Advisor at XanderPay.
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