AR Collections & Dunning for Payroll Managers with Paylocity
Run ar collections & dunning on autopilot inside Paylocity.
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Multi-State Payroll clients that churn quietly cost the firm the most on an annual basis.
What We Build in Paylocity
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in ADP Workforce Now, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
Paylocity Integration Approach
Audit your Paylocity configuration
We map the specific Paylocity objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the Paylocity API or agent
Integration happens inside Paylocity — 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 Paylocity with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this ar collections & dunning automation work natively in Paylocity?+
Yes — we build directly on Paylocity's API or agent integration. Your data stays in Paylocity, your payroll managers keep the same login and UI, and there's no parallel system for the team to learn.
What Paylocity configuration do we need before deployment?+
We work with your existing Paylocity setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for multi-state payroll teams.
Can Paylocity handle ar collections & dunning on its own?+
Paylocity handles configuration; AI handles judgment. Native Paylocity workflows route deterministic tasks; our automation layer adds the AI judgment Paylocity doesn't ship out of the box — document classification, exception triage, drafting.
Is Paylocity the right tool for ar collections & dunning for payroll managers?+
Paylocity is widely used among multi-state payroll teams precisely because of its data model around ar collections & dunning. We've deployed this workflow on Paylocity for similar firms and the integration is well-trodden.
What's the typical ROI of ar collections & dunning automation in Paylocity?+
For multi-state payroll firms running Paylocity, automation typically pays back inside the first quarter — measured against the loaded cost of the payroll manager hours absorbed. Higher volumes deploy faster.
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See this running in your Paylocity instance
30-minute call. We'll look at your actual Paylocity setup and show exactly how this workflow fits.