Certification

O2C AI Certification Program

The credential for finance operators leading the AI transformation of Order-to-Cash. Nine modules, two exams, one recognized badge.

9 modules
Cohort + self-paced
Verified badge
Two exams

Who it's for

O2C leaders, controllers, AR managers, and AI practitioners building real workflows — not slides.

What you'll learn

Design and ship AI workflows across Credit, Collections, Cash App, and Disputes with governance and ERP fit.

Outcome

A defensible 90-day plan and a verified credential to lead transformation in your organization.

Modules

  1. Module 1
    O2C foundations & operating model
  2. Module 2
    AI readiness & data quality
  3. Module 3
    Credit AI workflows
  4. Module 4
    Collections prioritization & outreach
  5. Module 5
    Cash application automation
  6. Module 6
    Disputes root-cause & recovery
  7. Module 7
    Governance, audit & controls
  8. Module 8
    ERP integration patterns
  9. Module 9
    Capstone: 90-day execution plan