How is this different from Collections Agent?

Dunning Campaigns is rule-based automation — you define the sequences, timing, and templates. Collections Agent is AI-powered and handles email triage, response drafting, and promise extraction autonomously. Most teams use both: Campaigns for systematic outreach, Agent for intelligent email handling.

Can I customize the dunning sequences per customer segment?

Yes. You can create unlimited campaign variations based on customer tier, geography, invoice amount, aging bucket, or any custom field in your ERP. Each segment gets its own timing, tone, and escalation path.

Does it work with our existing email templates?

Absolutely. Import your existing templates or start from our library of proven AR outreach templates. Dynamic merge fields ensure every email is personalized with real invoice data.

How do I measure campaign effectiveness?

Built-in analytics track open rates, response rates, promise-to-pay conversion, and actual dollars collected per campaign. You can A/B test subject lines and messaging to optimize results over time.

AR Automation

Automated Dunning

Automated Dunning is Tesorio's rule-based AR automation engine. Segment your receivables, build multi-step dunning sequences with customizable timing, escalation rules, and templates, then let the system run them across your entire book. Disciplined, consistent follow-up at scale.

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G2 Best Meets Requirements — Enterprise AR

4.7/5 on G2 (237 reviews)

30%DSO Reduction

100%Coverage

0Missed Follow-Ups

Trusted by finance teams at

Case study

Product Demo

See Automated Dunning in action

dashboard.tesorio.com/collections-campaigns

1. A — Main Campaign

Paused

Campaign audience

Not on blocklistExcludes: Disputed · Payment PlanKey AccountStatus: OpenScore: Great / GoodEnterprise segment

1,284accounts match

What runs, by invoice age

9 steps

-3dEmail

Friendly Reminder

+5dEmail

Past Due Notice

+35dTag

Add tagMedium Risk

+35dAssign

Assign owner

+40dEmail

Late Invoice

+45dEmail

Final Notice

+45dTag

Add tagsCollectionsSent to Legal

Set it once. As invoices age, it sends emails, adds tags, and assigns owners on its own.

Features

How Automated Dunning works

Segmentation & Targeting

Group accounts into segments by aging, risk, balance, customer tier, or any field in your ERP, then assign the right dunning sequence to each. High-value accounts get a careful touch; low-risk accounts run hands-off.

Day 1

Friendly Reminder

Sent

Day 7

Follow-Up Notice

Day 14

Escalation Email

Day 30

Final Demand

Multi-Step Dunning Sequences

Build customizable dunning workflows with multiple steps: friendly reminders, formal notices, escalation emails, and final demand letters. Set timing rules based on days past due, invoice amount, customer tier, or any custom field in your ERP.

Friendly ReminderActive

Hi {customer_name}, this is a reminder that {invoice_number} for {amount_due} is now past due...

Follow-Up Notice

Dear {customer_name}, we haven't received payment for {invoice_number}. The balance of {amount_due} was due on {due_date}...

Escalation Email

Attention {customer_name} AP team — Invoice {invoice_number} is significantly overdue at {days_overdue} days...

Final Demand

URGENT: {customer_name}, immediate payment of {amount_due} is required for {invoice_number}...

Template Library & Personalization

Start with proven email templates or build your own. Dynamic merge fields pull customer names, invoice numbers, amounts, and due dates directly from your ERP. Every message looks hand-written — even at scale.

If Amount > $50K

→VP Approval

If Days Past Due > 30

→Manager Escalation

If Risk = High

→Priority Queue

Else

→Auto-Send

Always in Sync With Your ERP

Dunning runs on live ERP data, so balances stay current and paid or disputed invoices drop out of the sequence automatically. You never chase a customer who has already paid.

NetSuite

Tesorio

Synced in real time

Payment posted

INV-1042 · $18,400

Credit memo applied

INV-1088 · $1,200

Invoice paid in full

INV-1042

New invoice synced

INV-1120 · $9,600

Use Cases

Built for real scenarios

AR Manager

Ensuring every invoice gets systematic follow-up

100% invoice coverage with zero manual tracking

Collections Specialist

Managing high-volume accounts without missing deadlines

3x more accounts contacted per day

Controller

Standardizing collections process across teams

Consistent outreach cadence with measurable results

Workflow

What changes in your workflow

Before

Manual tracking of which invoices need follow-up
Inconsistent outreach timing across collectors
No visibility into email open rates or response patterns
Escalations happen too late or not at all

After Tesorio

Every invoice enrolled in the right dunning sequence automatically
Consistent timing and messaging across every account
Full analytics on campaign performance and conversion
Automatic escalation when thresholds are crossed

Integrations

Works with the tools you already use

Automated Dunning connects natively with your existing tech stack.

By the Numbers

Built for production, proven at scale

30%DSO Reduction

100%Invoice Coverage

3xCollector Productivity

40%Past-Due Reduction

What Customers Say

“I never have to worry about a high-dollar ARR account getting an inappropriate dunning notice, and that is huge.”

Wade Moss

Director of Financial Operations, Smartsheet

Better Together

Works best with

AI Collections

Collections Agent

Turns overdue invoices into cash — without adding headcount. AI drafts personalized follow-ups, extracts payment promises, and manages your dunning pipeline autonomously.

Learn more

AI Cash Application