AR Collections & Dunning for Corporate Tax Managers with Alteryx
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Corporate Tax clients that churn quietly cost the firm the most on an annual basis.
What We Build in Alteryx
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Alteryx — uses the native API or agent integration so nothing leaves the system of record.
Alteryx Integration Approach
Audit your Alteryx configuration
We map the specific Alteryx objects, custom fields, and workflows the automation needs to touch for your corporate tax practice.
Build on the Alteryx API or agent
Integration happens inside Alteryx — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Alteryx with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Alteryx instance
30-minute call. We'll look at your actual Alteryx setup and show exactly how this workflow fits.