# 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

1. ### 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  |

2. ### 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.

3. ### 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.

4. ### 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

### Collections Agent

- **How does AI prioritization differ from basic aging reports?**

- **How does the AI draft email responses?**

- **How does promise-to-pay extraction work?**

- **Will this replace our collectors?**

## Ready to transform your collections agent?

$100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction  
See how Tesorio's Collections Agent delivers results your team can measure in weeks.

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