AR Collections & Dunning for Sales Tax Analysts with NetSuite
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 in NetSuite
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. Purpose-built for teams running NetSuite — uses the native API or agent integration so nothing leaves the system of record.
NetSuite Integration Approach
Audit your NetSuite configuration
We map the specific NetSuite objects, custom fields, and workflows the automation needs to touch for your indirect tax practice.
Build on the NetSuite API or agent
Integration happens inside NetSuite — 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 NetSuite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your NetSuite instance
30-minute call. We'll look at your actual NetSuite setup and show exactly how this workflow fits.