AR Collections & Dunning for Sales Tax Analysts
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Indirect Tax clients that churn quietly cost the firm the most on an annual basis.
What We Build
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Avalara, and flags accounts that need a human collections call — DSO drops 12–18 days.
Tools & Integrations
How It Works
Discovery Call
We map your current ar collections & dunning process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate ar collections & dunning?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.