Turn invoices into cash faster—automated, polite, persistent
An AR agent that prioritizes outreach, follows up automatically, and shortens DSO.
Who it’s for
Finance leaders battling 30–60 day DSOs and manual follow‑ups.
What it looks like in the field
- Automated dunning sequences and smart prioritization by risk/amount/age.
- Teams adopting AR automation commonly report DSO reductions and higher collections efficiency (surveys and vendors cite ~33‑day DSO cuts, 3× productivity, and majority seeing measurable improvement) — Tesorio, BillingPlatform.
Capabilities
- Risk‑weighted contact queues
- Multi‑channel reminders with customer history
- Promise‑to‑pay tracking and dispute workflows
- Cash forecasting dashboards
How it works
- Connect ERP/GL (invoice, payments, credits).
- Train on policies, dunning tone, escalation rules.
- Go live on low‑risk cohorts; expand to long‑tail.
Common integrations
QuickBooks, NetSuite, Sage Intacct, Oracle, SAP.
KPIs
DSO, CEI, % auto‑resolved, dispute cycle time, team touches/invoice.
Security & compliance
On‑prem processing; role‑based access; audit logs for SOX/FIN controls at higher tiers.
Rollout (3–5 weeks)
Data connection → message templates → pilot on selected AR buckets → expand.
Recommended Utlyze tier & pricing
Workflow Operator
Setup: — —/month
Most mid‑market AR teams
Autonomy Suite
Setup: — —/month
Large portfolios, autonomous resolution & audits
FAQs
Will this annoy customers?
Cadence & tone adhere to your policy; dispute handling is built‑in. Industry best practices emphasize consistent but respectful outreach (AFP).
On‑prem processing and human oversight available. Benchmarks are directional and may vary by deployment.