Cash flow is the foundation of business growth. But when collections are manual, teams waste time chasing invoices, errors multiply, and customer relationships suffer. The good news? Companies that automate collections with Tesorio reduce DSO by an average of 33 days—freeing up millions in working capital.

Tesorio turns collections into a proactive, AI-powered engine. From instant follow-ups and tailored messaging to smart segmentation and automated workflows, Tesorio makes your process faster, more efficient, and customer-friendly.

Here’s how to automate your collections in just 5 easy steps.

1. Set Up Instant, Automated Follow-Ups

Late payments often result from missed reminders. Instead of chasing invoices manually, Tesorio’s automated email templates ensure timely follow-ups, keeping collections on track.

Best Practices:

• Deploy pre-built email templates that trigger at key moments (before due date, past due, escalation notices).
• Personalize messages with invoice details, payment links, and urgency levels.
• Adapt follow-ups based on customer payment behavior and risk profile.

Pro Tip: Finance teams that automate follow-ups with Tesorio report a 66% faster reduction in DSO, leading to improved cash flow predictability and fewer overdue accounts.

2. Personalize Customer Communication for Faster Payments

A robotic approach to collections alienates customers. Tesorio enables tailored, empathetic communication that maintains relationships while accelerating payments.

Best Practices:

• Customize outreach based on customer history, payment trends, and risk level.
• Leverage AI-powered insights to craft messaging that resonates and drives on-time payments.
• Keep a professional yet human tone—finance teams are strategic partners, not debt collectors.

Pro Tip: Personalized communication increases customer response rates by 50%, helping businesses shorten collection cycles and reduce friction in payment discussions.

3. Use Smart Segmentation to Prioritize High-Impact Accounts

Not all overdue invoices need the same treatment. Tesorio’s segmentation capabilities help teams focus on the accounts that matter most.

Best Practices:

• Group customers by invoice aging, payment behavior, and account size.
• Automate workflows for low-risk accounts and escalate high-risk accounts for immediate attention.
• Identify repeat late payers and implement stricter follow-ups to minimize risk.

Pro Tip: Companies that segment their collections efforts using AI insights see a 50% reduction in 90-day overdue accounts, leading to faster revenue recovery and fewer bad debts.

4. Automate Workflows to Eliminate Manual Chasing

Chasing payments is not a good use of your team’s time. Tesorio’s automation removes the manual burden, accelerating collections without extra effort.

Best Practices:

• Set up automated invoice reminders that trigger before and after due dates.
• Use AI-driven escalation rules for overdue payments (e.g., legal notice after 60 days, VIP outreach for strategic accounts).
• Allow automation to handle routine tasks while finance teams focus on high-value customer interactions.

Pro Tip: Businesses using Tesorio’s automated workflows report a 300% increase in collections output, enabling finance teams to scale operations efficiently without additional resources.

5. Monitor Performance & Optimize in Real-Time

Automation is powerful, but finance teams need real-time visibility to maximize impact. Tesorio’s analytics dashboard tracks collections performance and identifies opportunities for optimization.

Best Practices:

• Use Tesorio’s real-time collections dashboard to track DSO, overdue balances, and customer payment trends.
• Adjust strategies based on key performance indicators (KPIs) and automate corrective actions.
• Set up AI-powered alerts for at-risk accounts to engage proactively and prevent cash flow disruptions.

Pro Tip: Companies that monitor and adjust their collections strategies using real-time analytics recover cash 20% faster and improve cash flow forecasting accuracy to 90%.

Turn Revenue into Real Cash with Tesorio

Automating collections isn’t just about reducing workload—it’s about transforming cash flow into a strategic advantage. Finance teams using Tesorio don’t just track payments; they drive business growth.

Ready to get paid faster? Book a Strategic Call with Tesorio today and start automating collections with confidence.

▽ FAQs

What is automated collections, and how does it help businesses?

Automated collections streamline the accounts receivable process by using AI-driven workflows to send reminders, track payments, and escalate overdue invoices. This reduces manual work, speeds up collections, and lowers DSO (Days Sales Outstanding).

Follow-up: How much time do finance teams save with automation?
Finance teams using automated collections software reduce their time spent on manual invoice tracking by up to 70%, allowing them to focus on higher-value strategic initiatives.

How does Tesorio’s automated collections process work?

Tesorio automates invoice follow-ups, customer segmentation, and escalations based on payment behavior. The system sends personalized reminders, prioritizes high-risk accounts, and provides real-time analytics to optimize collections.

Follow-up: Does Tesorio customize follow-ups for different customers?
Yes! Tesorio personalizes collection workflows based on customer history, invoice aging, and risk level, improving response rates and accelerating payments.

How does automation impact DSO (Days Sales Outstanding)?

Companies using Tesorio see a reduction in DSO by an average of 33 days, significantly improving cash flow and working capital management.

Follow-up: What industries benefit the most from automated collections?
SaaS, manufacturing, healthcare, and B2B service industries benefit most due to their high-volume invoicing cycles and need for streamlined payment processes.

Can Tesorio predict late payments before they happen?

Yes! AI-powered analytics detect payment trends and predict late payments, allowing finance teams to act proactively before invoices become overdue.

Follow-up: How does predictive analytics improve collections?
By identifying at-risk accounts early, finance teams can engage proactively with tailored outreach to prevent delayed payments.

What kind of payment reminders does Tesorio automate?

Tesorio automates pre-due date reminders, overdue escalations, and final demand notices, ensuring customers are consistently engaged.

Follow-up: Can finance teams customize reminder frequency?
Yes! Custom schedules and escalation triggers ensure that reminders are optimized for different customer segments, improving response rates.

How does Tesorio integrate with existing finance systems?

Tesorio integrates seamlessly with ERP and accounting software, ensuring that collections workflows sync in real-time with billing and invoicing systems.

Follow-up: Does Tesorio work with cloud-based ERP solutions?
Yes, Tesorio integrates with cloud-based and on-premise ERP platforms, offering flexible API connections to fit different finance stacks.

What key performance metrics does Tesorio track?

Tesorio’s dashboard monitors DSO, collection efficiency, overdue balances, and high-risk accounts, providing real-time insights into collections performance.

Follow-up: How does real-time data improve decision-making?
With live AR insights, finance teams can adjust collection strategies instantly, ensuring a faster and more data-driven approach to cash management.

How quickly can businesses see results after implementing Tesorio?

Most businesses experience a 20-50% improvement in overdue payments recovered within the first three months.

Follow-up: How does this impact overall cash flow?
Accelerated collections mean more cash available for growth, investment, and reduced reliance on credit lines, improving financial health overall.