Collections Agent — Turns overdue invoices into cash — without adding headcount | Tesorio

CollectionsAgent

Tesorio's Collections Agent uses AI to prioritize accounts, read and triage incoming emails, draft AI responses, extract payment promises, and escalate at-risk invoices — all autonomously. Your team focuses on strategic relationships while AI handles the volume.

Product Demo

See Collections Agent in action

dashboard.tesorio.com/collections

Invoices· Sorted by Days Beyond Term

5 invoices

Invoice	Customer	Balance	Beyond Terms	Score
INV-4521	Acme Corp	$24,500	47d	RISK
INV-3812	DataSync Ltd	$15,000	22d	POOR
INV-5010	CloudBase Co	$45,000	31d	POOR
INV-7891	TechFlow Inc	$23,450	5d	GOOD
INV-3367	Global Logistics	$156,200	62d	RISK

Predicted Payment: Mar 15

Features

How Collections Agent works

AI-Prioritized Worklists

Machine learning scores every open invoice using payment history, customer risk, aging, and dozens of behavioral signals. Your collectors see a prioritized worklist that updates in real-time — no more guessing which accounts need attention first.

Invoice Customer Amount Days Score

INV-4521 Acme Corp $42.5K 45d RISK

INV-5010 CloudBase Co $67.0K 31d POOR

INV-3812 DataSync Ltd $18.2K 22d POOR

INV-7891 TechFlow Inc $23.5K 5d GOOD
Email Triage & AI Response Drafting

AI agents read and classify every incoming AR email — payment confirmations, disputes, questions, and escalations. For routine messages, the agent drafts contextual responses matching your team's tone and policies, ready for one-click send or human review.
Promise-to-Pay Extraction

When customers respond to collection emails, AI agents automatically extract payment promises, committed dates, and dispute signals from unstructured text. Every commitment is tracked and surfaced in your dashboard without manual data entry.
Collector Performance Analytics

Real-time dashboards show contact rates, promise-to-pay conversion, dollars collected, and DSO by portfolio. Managers drill into individual collector performance and campaign effectiveness to optimize collection strategy.

Collector Performance Contact Rate Promise Rate Resolution $ Collected

82% 64% 91% 78%

Use Cases

Built for real scenarios

AR Manager
High-volume collections at quarter-end
3x more accounts contacted in the same time

Credit Analyst
Identifying at-risk accounts before they go 90+ days
90% reduction in 90+ day invoices

CFO
Reducing DSO without adding headcount
30% DSO reduction with zero new hires

What changes in your workflow

Before

Manual spreadsheet tracking of open invoices
Emailing customers one-by-one from Outlook
No visibility into who promised to pay
Aging reports reviewed weekly at best

After Tesorio

AI-prioritized worklists updated in real-time
AI reads, triages, and drafts responses to incoming emails
Promise-to-pay extraction from every response
Continuous risk scoring and proactive escalation

By the Numbers

30% DSO Reduction
3x Collector Productivity
40% Past-Due Reduction
33 days Avg DSO Reduction

What Customers Say

"Since adopting Tesorio, we have reduced 90-day aged by 50%. Tesorio has cut the time spent on lower-priority accounts from 25% of the week to under 2 hours weekly."

Michael Renner

Former Senior AR & Collections Manager, Veeva Systems

FAQ