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