AI agent for reliable payment analysis in Salesforce
JustOn Billing Intelligence accurately analyzes and evaluates your customers’ payment behavior, identifies trends, and provides specific recommendations for action.
The billing AI agent is available for free on Salesforce AgentExchange – only for a limited time.
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Data-driven payment analysis in Salesforce
Comprehensively analyze customer payment behavior
Calculate on-time rates, payment duration, and trends
Identify payment default risks early and reliably
Assess payment behavior by risk level
Track receivables in different currencies
Receive AI-powered recommendations
Why JustOn Billing Intelligence?
JustOn Billing Intelligence is an AI-powered agent built on Salesforce Agentforce that analyzes payment data in a structured manner, creates risk profiles, and suggests specific next steps — directly within the respective customer account.
The AI agent is ideally suited for analyzing the invoice and payment data generated in JustOn Billing & Invoice Management.
With JustOn Billing Intelligence you:
- gain clarity on your customers’ actual payment behavior
- identify critical trends before they become problems
- prioritize actions specifically based on payment default risk
- relieve your team of manual analysis
What makes this solution unique is that the analysis of payment data is based on deterministic Apex code, which delivers precise and reproducible results. Building on this, the AI component interprets the data and provides strategic recommendations for action.
What exactly does JustOn Billing Intelligence offer?
Analysis of payment behavior
With JustOn Billing Intelligence, you get an overview of each individual customer’s payment behavior. The AI agent supports you by analyzing billing data at the customer account level to identify individual payment patterns.
All relevant data is visible directly in Salesforce on the customer account via the AI agent — serving as a central, reliable data source for your team, without the need for additional tools or data exports.
On-time payment rates, payment duration, and trends
The AI agent automatically calculates key metrics and trends. This means the app uses current data to determine the following at any time:
- on-time payment rates based on the percentage of payments made on time
- average payment duration
- short- and long-term payment trends
This allows you to keep track of developments at all times, identify trends early, and reduce the manual effort involved in reporting. JustOn Billing Intelligence ensures that your team always works with up-to-date and reliable metrics.
Risk assessment in JustOn Billing Intelligence
After analyzing the data, JustOn Billing Intelligence automatically assigns each account one of four risk levels: low, medium, high, or critical.
These are based on an analysis of past payment behavior, for example by collecting metrics such as frequency of late payments and payment consistency. The clear risk assessment helps your sales and finance teams plan follow-up actions and provides the foundation for operational and strategic decisions.
Payment tracking in multiple currencies
For companies operating globally, the AI tool offers another key feature: It systematically tracks all outstanding and overdue receivables across different currencies and provides you with an overview of your total financial risk – regardless of where you or your customers are located.
As a result, you gain:
- complete transparency into international payment flows
- a better assessment of financial risks
- a clear basis for decision-making regarding global business models
AI-powered recommendations
Based on data analysis, the app uses Salesforce Agentforce to generate strategic recommendations—tailored to each account’s risk level. This means the app not only analyzes data but also flags unusual trends in payment behavior and derives specific actions from them, such as:
- Suggestions for managing payments through payment plans
- Notifications to review an account
- Recommendations for adjusting the credit limit or other terms and conditions
All suggestions are available directly within the respective account and can be implemented immediately.
All benefits at a glance
What sets JustOn Billing Intelligence apart is that the app combines rule-based data analysis with intelligent evaluation to deliver predictive insights. You get:
- reliable, transparent analysis through a deterministic approach
- AI-driven interpretation based on this analysis to support better decisions
This way, you don’t just get data – you get more control, fewer payment defaults, and a solid foundation for decision-making that you can incorporate into your customer service and the customer journey.
