Executive Roundtable Hosted by Balance

AR IN THE AGE OF AI

New York City | Private Dinner | Invitation Only

Roscioli NYC

Save Your Spot

Roscioli NYC

Save Your Spot

AI is moving past dashboards and simple automation. It’s now investigating disputes, running collections, matching cash, flagging billing errors, and guiding credit decisions.

Join a select group of AR and finance leaders for a private dinner discussion on how AI is transforming Order-to-Cash; from credit and onboarding to collections, cash application, and exception management.

If you are responsible for DSO, AR efficiency, or O2C transformation this conversation is for you.

Seats are limited to maintain meaningful discussion.

AGENDA

5:30 PM
Arrival and drinks

6:00 pm – 8:30pm
Dinner and round table discussion

What We’ll Discuss:

  • What “agentic” finance actually means in practice
  • The difference between AI assistance and AI execution
  • How to leverage AI to prevent late payments 
  • How to improve collections without scaling headcount

ROUNDTABLE WITH INDUSTRY LEADERS

paul do forno

Paul do Forno
Global Commerce Practice Lead

deloitte logo scaled
kevin k

Kevin Kazenmayer
VP, Strategic Business Enablement

tradecentric registered black
bar geron

Bar Geron
CEO & Co-Founder

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Trusted by the world’s leading companies​

About Balance

Balance is an AI-native Order-to-Cash platform that helps businesses grow revenue, get paid faster, and run AR autonomously.

Finance teams use Balance to reduce DSO and boost operational efficiency with advanced tools and AI agents for onboarding, credit, collections, and cash application.

Tech companies looking to offer Net Terms to their customers are using Balance’s API infrastructure to run Pay-by-Invoice programs with built-in payments and net terms financing at scale without building in-house AR teams or taking on credit risk.

Leading brands including Instacart, Alibaba.com, GE, B-Stock, and FashionGo automate their order-to-cash lifecycle with Balance.

See You There!