Use case The challenge
Every dispute started a treasure hunt.
Commercial customers buy on account, and their invoices drew questions: a price that didn’t match the contract, a ticket with no signature, a delivery posted to the wrong tank on a farm with five.
Each question went to accounting, then to dispatch, then to the driver. Payment waited until someone found the paperwork, and some invoices were written off.
Before Cortex
What the team saw first
- Days to get paid52 on average
- Disputed invoicesAbout one in eight
- Root causesNever tallied
- InstinctChase harder, hire a collector
Same question. Different results.
The question“Why are commercial invoices getting disputed, and which ones will be next?”
Claude / GPT / Public LLMs
Uploaded file
Answer
312 invoices are past 45 days. Send reminders and escalate the largest balances.
Just an answer.
Cortex AI
Connected intelligence
Cortex AI- Contract terms
- Rack price by day
- Delivery tickets
- Tank records
- Driver signatures
- Dispute history
- Customer sites
- Surcharges
- Tax rules
- Payment patterns
- 38%: contract price not applied
- 27%: unsigned tickets
- 214 risky invoices this week
Answer
Fix invoices before they go out. Three errors cause 81% of disputes, and 214 invoices this week carry one. Correct them now and they get paid on time.
A decision.
Disputes weren’t random. They were three fixable errors.
Cortex matched every invoice to its contract terms, the rack price on the day, the delivery ticket, the tank and the driver, before the invoice went out. Then it read a year of disputes to find what they had in common.
Most disputes traced back to a few steps: contract prices that lagged rack changes, tickets that drivers closed without a signature, and multi-tank sites set up in the wrong order.
What Cortex found
Why invoices were disputed
Causes of 12 months of disputed commercial invoices, matched to their tickets and contracts.
Check every invoice before the customer does.
- Every invoice checked against contract, rack price, ticket and tank before it goes out.
- Drivers prompted for a signature or photo on every ticket before the delivery closes.
- Multi-tank sites cleaned up, and contract prices updated automatically after every rack change.
