AR team members create dunning email templates that include freeform text with drop-and-drag attributes from the system of record (SoR). Template attachments are configurable to include invoice PDFs and statements as CSV or PDF files and custom fields. Robust reporting offers insights into the dunning and other AR activities such as AR balances and disputes.

SmartBots send courtesy notices and dunning based on communications cadences set to specific account criteria, including hierarchies or invoice level. These notifications are sent at specified intervals to configurable dunning groups based on invoice date or due date. Dunning sequences maximize collections efforts and streamline correspondence, saving countless hours.

Manage your customer payments with intelligent, granular classification rules for personalized engagement for each account or payer type. Dynamically recalibrate and reclassify accounts as their payment behavior changes.

Age and amount are no longer the only levers to determine your course of action. Streamline collections teams’ efforts with a daily worklist of strategic recommendations and prioritized actions curated through Auditoria’s analytics.

Auditoria provides a comprehensive 360-degree view of all Collections interactions for every account in your Collections universe. Each interaction—whether bot-driven or human-driven—is captured, and granular account analytics put the Collections team in charge at all times.