Finance
AR Collections Agent
Contacts customers with overdue invoices, handles objections, and logs every outcome to your ERP.
Contacts customers with overdue invoices, handles objections, and logs every outcome to your ERP.
AR collection calls consume 15 to 20 hours of team time each week. Not all past-due accounts get called. This agent makes sure they do.
Invoice and Account Details: Account number, invoice amount, aging bucket, and due date for each past-due balance.
Contact Phone Number: The primary number for the customer's accounts payable contact.
Payment Terms on File: Referenced if the customer questions the due date during the call.
Escalation Rules: Your thresholds for routing to a human, by balance size, dispute flag, or attempt count.
ERP Access: Read and write access to pull aging data and log call outcomes to the system.
Business rules you define
You define which accounts get called, in what order, and when escalation happens. Nothing runs outside those parameters.
Human escalation built in
When an account falls outside your rules, the agent stops and routes it to your team with the full call context attached.
Works inside your existing ERP
Outcomes and disposition codes are logged to your ERP after every call. No separate system to manage.
Consistent on every call
The 200th call runs the same as the first. No fatigue, no variable tone, no assumptions about which customers are worth calling.
Call coverage
Before: Accounts under $2,000 get skipped when larger balances take priority.
After: All past-due accounts run on schedule, regardless of balance size.
Staff time
Before: 15 to 20 hours per week on routine calls, including dialing, voicemail, and documentation.
After: Routine call time drops to 4 to 6 hours per week. Staff shift to disputes and high-value accounts.
DSO
Before: DSO averaging 50 days. Smaller accounts age into 60- and 90-day buckets because outreach is inconsistent.
After: DSO reduces to 38 to 42 days within 90 days. A 10-day improvement at $200 million in revenue frees $5.5 million in working capital.
No. The agent handles routine outbound contact for past-due accounts your team does not have time to reach. Your staff remain responsible for disputes, negotiations, and accounts that require judgment. The agent routes those to your team with a full call summary attached.
The agent reads aging data from your ERP via API or file extract, depending on what your system supports. After each call it writes the outcome and disposition code back to the same system. No separate platform is required after the initial connection is set up.
The agent flags the account and routes it to your team immediately with a transcript and disposition code attached. It does not attempt to resolve disputes. Disputed accounts require human judgment and your defined rules control when escalation triggers.
Typically 6 to 8 weeks from the first engagement call to live calls in your environment. That covers ERP integration, call script configuration, escalation rules, and a test run on a small account subset before full deployment.
Pilot implementations start from $10,000 depending on integration complexity, call volume, and configured business rules. That covers design, build, ERP integration, and the first production run.
Yes. Use the Try Now button at the top of this page to experience a live interaction with the agent. You can also book a call and we will walk through a recorded example from a comparable deployment in your industry.
The agent integrates with any system that can expose aging data via API or file export, including Acumatica, NetSuite, SAP, Sage, and most established ERP platforms. Tayana confirms integration feasibility during the initial fit assessment.
The agent acknowledges the request, ends the automated portion, and escalates to your team with a full transcript. Your team follows up directly. The agent does not hand off live calls in real time.
