AI for Fintech

AI / Industries / Fintech
AI for Fintech

AI agents for Fintech

Collect cash faster, answer suppliers instantly and close the books sooner with AI agents for Oracle Fusion Financials.

Discuss Your AI Needs →See the workspace
ReceivablesPayablesGeneral LedgerClose
Challenges
The challenge

What slows teams down

High days sales outstanding

Collectors spend time on the wrong accounts.

Supplier status queries

Payables teams answer the same questions every day.

Long month-end close

Late journals and open items delay reporting.

Workspace
Agentic workspace

An agent team working toward your objective

The agents watch your Fusion data, tell you what changed and why it matters, and bring decisions to you with a recommendation. Figures shown are illustrative.

Collections & Close Workspace

Agent team: Payables Inquiry Agent · Collections Agent · Period Close Assistant
Ask➤

Cash collection & 5-day close plan

Agents ranked 48 overdue accounts and checked 12 invoice holds and the close checklist. Two customer escalations and one supplier update need your approval.

Items in focus
Overdue receivablesAED 3.1MImproving
Top 2 accounts, 60+ daysAED 1.4MEscalate
Supplier invoices on hold12Action
Month-end closeDay 3 of 5On track
Agent activity
  • Ranked 48 overdue accounts by risk and value
  • Explained 12 invoice holds
  • Found 9 unposted journals for close
Priority Actions (2)
Collections Agent
2 key customers moved past 60 days

Account owners call first, then send a formal reminder.

ApproveReview
Payables Inquiry Agent
INV-7781 is on a quantity hold

Send the supplier an update with the expected release date.

ApproveReview
Communications
✉
Key account ownersCall briefs prepared
✉
Supplier, INV-7781Status update drafted
Agents
The agents

Built with Oracle AI Agent Studio

Payables Inquiry Agent

Answers invoice and payment status questions from staff and suppliers and explains holds in plain language.

  • Fewer supplier status calls
  • Faster hold resolution
  • Better supplier relationships

Oracle Fusion modules

Fusion Payables

Agent Studio tools

Business object: invoices, holds & paymentsDraft supplier responsesApproval before sending
A person approves every update before it is made.

Collections Agent

Ranks overdue accounts by risk and value, summarises payment history and disputes, and drafts collection emails for approval.

  • Lower days sales outstanding
  • Collectors focus on the right accounts
  • Consistent customer communication

Oracle Fusion modules

Fusion Receivables · Collections

Agent Studio tools

Business object: customers & transactionsBusiness object: disputesDraft emails for approval
A person approves every update before it is made.

Period Close Assistant

Reports close progress, unposted journals and open items, and answers accounting policy questions from your policy documents.

  • Shorter month-end close
  • Fewer late journal surprises
  • Policy answers without email chains

Oracle Fusion modules

Fusion General Ledger

Agent Studio tools

Business object: journals & periodsDocument tool: accounting policiesClose status summaries
A person approves every update before it is made.
Approach
How we deliver

From idea to production AI

01

Discover

Workshops to map processes, data and high-value AI use cases.

02

Pilot

A focused proof of value on your own Oracle data, delivered in weeks.

03

Scale

Secure, governed rollout across business units and Oracle modules.

04

Support

Monitoring, tuning and adoption through our managed services.

More
Other industries

Explore more agents

Construction & EngineeringReal EstateIndustrial ManufacturingFacility Management

Ready to put AI agents to work in Fintech?

Talk to our Oracle AI specialists about the agents that would make the biggest difference to your business.

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